Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
Emma Lu is a standout leader at Plaxo Mortgages and a rising star in the mortgage broking industry. With seven years at the company, she has become an essential part of the team, serving as managing executive. She oversees everything from recruiting, onboarding and training new brokers to driving Plaxo’s marketing and branding initiatives. Above all, she is a key force behind the team’s positive culture and high performance.
Her role gives her a unique perspective across the business, connecting broker performance and customer service with Plaxo’s overall financial success. Lu is passionate about ensuring clients receive the best possible advice – building trust and loyalty that keeps them coming back.
1/638 Great South Road, Ellerslie, Auckland
0210 8665 107
emma.lu@plaxoltd.co.nz
linkedin.com/in/emma-lu-665a75159
plaxoltd.co.nz
Emma Lu
Managing Executive
Plaxo Mortgages
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Bio
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Profile
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Bio
Milestones
“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2018–2020
2021–2022
2023
2024
Present
2018: Joined Plaxo Mortgages as a Marketing Coordinator, bringing a strong background in marketing and communications
2020: Promoted to Marketing Manager, leading brand development and client engagement strategies
2018–2020
2021: Expanded responsibilities to include adviser support and training coordination, enhancing team performance and compliance standards
2022: Appointed as Managing Executive, overseeing business operations, recruitment and professional development across the adviser team
2021–2022
Plaxo 2023 Standout Leadership Award
2023
Key contributor to Plaxo Mortgages being named a finalist for NZMA Brokerages of the Year and recognised as one of NZA’s Top Brokerages
2024
Instrumental in leading Plaxo Mortgages to the #1 ranking in the NZA’s Top Brokerages list
Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
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
