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
Adam Shepherd’s rapid rise to NZ Adviser’s Top Advisers list is a testament to his strong banking foundations built in New Zealand and abroad. His vision as the founder of Lending Choice is to provide an industry-leading mortgage advice experience that embodies personality and is driven by a team of experts.
Shepherd is grateful for the support of his clients and remains committed to delivering outstanding financial outcomes for the Kiwi market. He excels with his down-to-earth yet professional approach, striving to alleviate his clients’ concerns and create a sense of comfort for them.
“My goal is to help clients explore their personal and financial goals and to deliver outcomes that exceed their expectations,” he says.
Shepherd made a bold decision to pause his university studies and pursue a career in finance. He showed strong financial acumen by successfully purchasing his first property at just 20 years old. Through hard work Shepherd to become the youngest person in Australian to own a bank branch franchise at 25.
He later moved to New Zealand with his young family, where he was employed by two of the country’s major banks. That valuable experience ignited a passion for providing mortgage advice that added value to his ever-expanding client roster.
“I worked hard to present clients’ finances in the right way to a range of lenders, ensuring they secured approval and got the best deal tailored to their personal and financial goals,” Shepherd says.
With Lending Choice in a growth phase, Shepherd devotes considerable energy to improving the brokerage’s processes and communication to ensure every client's seamless, transparent, and personalised experience. That commitment to improving drives the long-lasting relationships built on trust and outstanding outcomes that clients have come to rely upon.
Shepherd was also recognised in 2023 by NZA with a prestigious Young Gun of the Year award, an accomplishment that stands out as significant as it speaks to his dedication to delivering optimum outcomes for his clients and his professional development.
12b Main North Road, Papanui, Christchurch 8053
022 069 7255
adam@lendingchoice.co.nz
linkedin.com/in/adam-shepherd-a639996a
lendingchoice.co.nz
Adam Shepherd
Director and Senior Mortgage Adviser
Lending Choice
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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
2012
2016–2020
2020–present
2023
2019–present
Youngest person in Australia to own a bank franchise
2012
Business Banking Manager at Westpac NZ
2016–
2020
Director and Mortgage Adviser at Lending Choice
2020-present
First Mortgage Trust Young Gun of the Year award winner
2023
Founder and Consultant at Transmit Safety
2019–
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