LinkedIn:

linkedin.com/company/reliable-financial-group

Website:

reliablefinancialgroup.co.nz

Email:

ankur@reliablemortgages.co.nz

Phone:

093 903 424

Number of employees:

Year founded:

2022

Headquarters:

14 Ormiston Road, Ormiston

“Our growth has been a combination of pre-planned strategies and the ability to capitalise on emerging commercial opportunities”

Aditya Bhardwaj, Finance Bloom

Reliable Mortgages focuses on building a sustainable, values-driven organisation that prioritises the best interests of clients. Founded by an ex-banker passionate about community development, the group is dedicated to helping individuals and families build assets and secure their futures for generations. With two decades of cumulative experience in the New Zealand financial services industry, the team is committed to providing exceptional service. The name “Reliable” embodies the core principles of “relationship” and “ability.” The team leverages their strong relationship-building skills to guide clients on their journey towards financial wellness, ensuring they have the support they need to take the next steps confidently.

Brigid Rauwhero

Claims Manager

John Hogan

Head of Claims

Meg Dempsey

Operations Manager

Robert Collins

Head of Underwriting

Mohammed Azeem

Principal Insurance Adviser

Avi Arora

Mortgage Administrator

Navroop Randhawa

Insurance Adviser

Ankit Jatana

Mortgage Adviser

Ankur Bajaj

Director/Financial Adviser

Leadership

Micah Ponto serves as senior vice president, head of financial services for Arch Insurance, a position he’s held since 2021. He joined Arch Insurance as an assistant vice president in the large commercial department in 2009. His prior roles at Arch Insurance included senior vice president, national manager of the large commercial department, regional vice president – central region, head of employment practices liability and head of the real estate investment trust group. Ponto previously worked at The Hartford in their financial products division, where he focused on management liability risk in both financial institutions and large commercial D&O. He has a bachelor’s degree in finance, investments and banking from the University of Wisconsin–Madison.

Senior Vice President, Executive Assurance, Financial Services

Micah Ponto

Chris Christon is a senior vice president at Arch Insurance where he oversees the large commercial group and transactional risk portfolio nationally. Christon has nearly 20 years of experience specializing in directors and officers, employment practices and fiduciary liability. Prior to joining Arch in 2009, Christon held various roles at Hartford Financial Products. He has a BA in English from Emory University and a JD from Brooklyn Law School.

Senior Vice President, Executive Assurance, Large Commercial Group

Chris Christon

Stephen Swartley is the chief underwriting officer and senior vice president of executive assurance at Arch Insurance. He has over 20 years of experience in management liability and product line expertise in directors and officers liability, employment practices liability, fiduciary liability, fidelity, kidnap and ransom and cyber liability. Prior to joining Arch Insurance in June 2009, he served in a variety of underwriting and managerial positions in management liability at The Hartford and as an underwriter at Reliance National. Swartley holds a bachelor’s degree in business administration from the University of Pittsburgh.

Chief Underwriting Officer and Senior Vice President, Executive Assurance

Stephen Swartley

Hela Trerotola is a senior vice president at Arch Insurance, where she oversees the growth and middle market team. She has almost 20 years of technical, management and sales experience, specializing in directors and officers, employment practices, fiduciary, fidelity, kidnap and ransom and cyber liability insurance. Trerotola joined Arch Insurance in 2009 and previously held various roles at Hartford Financial Products. She holds a BA in mathematical economics from Colgate University and an MBA from NYU.

Senior Vice President, Executive Assurance, Growth and Middle Market

Hela Trerotola

With over 20 years of experience in the financial services industry, Mohammed Azeem brings a wealth of knowledge to his role. For the past nine years, he provided expert advice in insurance and investment for two of New Zealand’s largest banks. At Reliable Financial Group, Azeem is focused on growing the insurance division and enhancing the financial wellness journeys of clients, ensuring they receive the support and guidance they need.

Principal Insurance Adviser

Mohammed Azeem

With a master’s degree in international business, Avi Arora brings a wealth of experience from his retail and corporate roles in New Zealand and abroad. He aspires to further his career as a mortgage adviser and views this role as the perfect opportunity to gain valuable exposure in the financial services sector. Arora is dedicated to supporting advisers and maintaining regular contact with home loan clients, ensuring they stay on top of their homeownership journey at all times.

Mortgage Administrator

Avi Arora

A seasoned insurance adviser, Navroop Randhawa recently joined Reliable Financial Group as the company expanded its insurance offerings. As a MDRT member, she embodies strong ethics and values that align perfectly with the mission of Reliable Financial Group. Her commitment to transparency with clients truly sets her apart in the industry.

Insurance Adviser

Navroop Randhawa

After 12 successful years in recruitment, including leadership roles, Ankit Jatana joined Reliable Mortgages as a mortgage adviser. With a proven track record of exceptional customer service and a strong commitment to client success, he brings a unique blend of financial expertise and a genuine ability to connect with people. As an avid investor and a homeowner, Jatana has navigated various financial journeys and understands firsthand the aspirations and challenges faced by clients. He is dedicated to helping them achieve their homeownership dreams.

Mortgage Adviser

Ankit Jatana

After a successful 14-year career in banking and financial services, Ankur Bajaj decided to pursue his passion for helping Kiwi families find their homes. His journey in banking includes roles from home lender to managing some of the largest and most successful lending units at New Zealand’s biggest bank. Whether you’re buying your first home or looking to expand your property portfolio in the competitive housing market, Bajaj has the expertise to guide you through every step of your homeownership journey. As a family man and dedicated investor, Bajaj truly understands the importance of owning a home and building a strong foundation for future generations.

Director/Financial Adviser

Ankur Bajaj

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“In the future, we aim to expand our range of personal and business finance solutions, focusing on offering competitive rates and expert brokerage services”

Aditya Bhardwaj, Finance Bloom

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