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. He is the founding director of The Mortgage & Loan Guru in Auckland. He started the company with a mission to help Kiwis with their mortgage and insurance needs. He believes that being able to get a mortgage for first home buyers is an awesome achievement, as he clearly understands that buying a first home can be a huge challenge and can be demoralising.
Bedi believes that the key to doing well financially is knowing that money can work for or against us and that we have a choice about which way it goes. He is passionate about helping people make the right financial choices by educating them (without being too boring!) about money matters and risks. No sales pitch, no up-sells, no scare tactic; arming clients with easy-to-understand information is his forte.
2/12 Laidlaw Way, East Tamaki
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
2023
Present
Awarded the Platinum Award by Newpark
2020
Settled approximately $127m from April 2021 to March 2022
The Mortgage & Loan Guru was recognised as one of NZ Adviser’s Fast Brokerages and Fast Starters
Bedi was recognised as one of NZ Adviser’s Young Guns
2020
Settled approximately $127m from April 2021 to March 2022
Recognised as one of NZ Adviser’s Top Advisers (ranked no. 9 nationwide)
2022
Awarded Excellence in Advice (Lending) by SHARE & Newpark
Awarded Select Adviser of the Year (Independent and Franchise) in the New Zealand Mortgage Awards
2023
Director and Chief Adviser at iConsult since 2017
Winner – Adviser of the Year Specialist Lending – NZ Adviser
Winner – Commercial Mortgage Adviser of the Year – NZ Adviser
Winner – Mortgage Brokerage of the Year (1–5 staff) – NZ Adviser
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