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
Paulette Trotter has been a part of the finance industry for 34 years, 28 of which she spent at two major banks, gaining invaluable experience and developing a strong foundation in finance.
In 2017, she embarked on an exciting new chapter and opened her own Loan Market business. It was a decision that proved to be immensely rewarding, having settled her first $1bn in six years and three months and having helped over 2,000 clients.
Over the past five years, Trotter has been privileged to have been recognised as one of NZ Adviser’s Top Advisers, having placed fourth in 2019, third in 2020, and second in 2021 and 2022. Placing first in the 2023 awards is a feat that fills her with immense pride.
Trotter and the company’s success is a testament to the hard work and unwavering commitment of her dedicated team. Her team is proud to have helped so many Kiwis on their property ownership journeys. They pride themselves on delivering exceptional customer service and working in the best interests of their clients. This ethos is echoed by the over 590 five-star Google reviews they have received.
5H Aviemore Drive, Highland Park
021 820 473
paulette.trotter@loanmarket.co.nz
linkedin.com/in/jeffroylefinancialparamedic
adviser.loanmarket.co.nz/paulette-trotter
Paulette Trotter
Mortgage Adviser
Loan Market Highland Park
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Bio
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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
1989–2016
Present
2012
2023
2019–present
Worked for two major banks
1989–
2016
Mortgage Adviser at Loan Market since 2017
Present
iLender opened the doors
2012
Still going strong
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