Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Rachael Alexander has been in finance for over 30 years. Starting her career at BNZ and progressing through senior roles in a number of leading companies, including over six years at Westpac, Rachael has amassed extensive expertise and experience in finance and property. In her role as managing director of the Max Money Group, she has led the company through a remarkable evolution and expansion and transformed it into a comprehensive company that offers a diverse range of services, including mortgages, personal and business loans, and insurance.
In addition to her role as managing director, Rachael also excels as an experienced mortgage adviser at Max Mortgages, a mortgage specialist division within the Max Money Group. Not only is she experienced at helping customers arrange home loans, but she also continuously strives to innovate in the mortgage advice sector, aiming to enhance efficiency while expanding the reach of their mortgage services to a broader client base. Through her diligent efforts, Max Mortgages has successfully implemented a suite of online tools, streamlining the mortgage advice process and empowering mortgage advisers at Max Mortgages to serve customers throughout New Zealand.
In Rachael’s eyes, a great mortgage leader challenges and transforms the industry from within and revolutionises how the industry serves its clients. Fearless of change and unafraid to lead, she exemplifies the qualities of a true woman of influence, creating a lasting impact on how financial services are delivered to customers.
Unit D1, 27-29 William Pickering Drive, Rosedale, Auckland 0632
0800 ASK MAX (0800 275 629)
rachael.alexander@maxmoneygroup.co.nz
linkedin.com/in/rachael-alexander-753817148
maxmoneygroup.co.nz
Rachael Alexander
Managing Director and Mortgage and Insurance Adviser
Max Money Group
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Bio
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Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
1993–2000
2000–2006
2006–2017
2017–2020
2020–present
1993–1994: Project Executive and Business Analyst (Business Banking) at BNZ
1993–2000: Management consulting roles at Booz Allen Hamilton and A.T. Kearney
1993–
2000
Senior roles at Westpac
2000–
2006
Director at Helensville Group PTY Limited
2006–
2017
Managing Director, Max Loans
2018: Launched Max Mortgages
2019: Launched Max Insurances
2020: Launched Max Businesses
2017–
2020
Managing Director, Max Money Group
Recognised as a finalist for the Astute Business Diversification Award 2020
Recognised as a finalist for the Astute Business Leadership Award 2020
2020–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones