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
Heather Roney-Kleb, founder of Mortgage Ladies and Co., is a dedicated wife, mum, and the face behind that awesome stiletto logo. The company logo symbolises what happens when things get tough, and Roney-Kleb dons her power heels to take action and get the job done.
A professional financial advisor with over 20 years of experience in retail banking, she is driven by her passion for helping families and individuals on their financial journey.
After starting her career with The Co-operative Bank in 2002 and gaining a wealth of experience in numerous roles, in 2018, Roney-Kleb decided to step away from corporate life and launch Mortgage Ladies and Co. This would turn out to be her best career decision. She has since had the pleasure of helping countless clients achieve their financial goals.
Believing that all good relationships start with open communication and honesty, Roney-Kleb absolutely stands by the Mortgage Ladies and Co. motto: “With you every step of the way.”
77 Matija Place, Red Beach, Orewa
02102730159
heather@mortgageladies.co.nz
nz.linkedin.com/in/heather-roney-584544122
mortgageladies.co.nz https://www.benchmarkmortgages.co.nz/
Heather Roney-Kleb
Director
Mortgage Ladies and Co.
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Bio
Milestones
Profile
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Bio
Milestones
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Bio
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
2002–2016
2016
2018–2022
2023–Present
July 2022–Present
Employee at The Co-operative Bank
2002–
2016
Contractor Adviser
2016
2018: Director Mortgage Ladies and Co.
2022: One of NZA’s Elite Women
2018–
2022
Top Auckland Adviser at Prosper Group
2023 and 2024: One of NZA’s Elite Women
2023–
Present
July 2022–Present: Director/Mortgage Adviser at Reliable Mortgages Ltd.
2024: Excellence Awardee NZMA - New Adviser of the Year
2024: Excellence Awardee NZMA - New Brokerage of the Year
July 2022–
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