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
Jaz Bedi is a multi-award-winning financial adviser who is passionate about delivering a great customer experience.
The founding director of The Mortgage & Loan Guru launched his Auckland-based company with the mission to assist Kiwis in their mortgage and insurance needs.
Bedi believes that obtaining a mortgage for first-home buyers is an awesome achievement, as he understands that buying a first home can be a huge and demoralising challenge. He believes that the key to doing well financially is knowing that money can work for or against us and that we have a choice which way it goes.
Bedi is passionate about helping people make the right financial choices by educating them – without being too boring – about money matters and risks. No sales pitches, no upsells, no scare tactics. Arming clients with easy-to-understand information is his forte.
2/12 Laidlaw Way, East Tamak
02102793704
jaz@tmlguru.co.nz
linkedin.com/in/jaz-bedi-205764245
tmlguru.co.nz
Jaz Bedi
Director and Financial Adviser
The Mortgage & Loan Guru
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Bio
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Profile
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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
2020
2021–2022
2022
2023
2024
Received Platinum Award from Newpark
2020
Settled approximately $127m from April 2021 to March 2022
The Mortgage & Loan Guru was recognised in two Insurance Business categories: Fast Brokerages 2021 and Fast Starters 2021
Received Insurance Business Young Guns 2021 award
2021–
2022
Recognized as the one of the Top NZ Advisers
2022
Recognized as the one of the Top NZ Advisers
Best Financial Adviser at Indian Business Awards
Excellence in Advice (Lending) by SHARE & Newpark
Excellence Awardee: Select Adviser of the Year (Independent and Franchise)
2023
Excellence Awardee: Pepper Money Adviser of the Year – Residential
2024
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