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
Raj Mehta is a multi-award-winning managing director and financial adviser of KHL Finance. With over 12 years of lending experience, he has honed his skills and expertise to provide his clients with the best financial solutions tailored to meet their needs.
Passionate about helping first home buyers, Mehta is dedicated to providing a comprehensive, one-stop financial solution that meets his clients’ unique needs. He believes that everyone deserves the opportunity to own their own home, and he strives to make that a reality for his clients.
At KHL Finance, Mehta leads a team of qualified financial and insurance advisers, supported by a dedicated team of administrative staff. Together, he and his team leverage their extensive experience and expertise to find the best financial solutions for their clients. Their goal is to empower them with the knowledge and resources they need to make informed decisions and achieve financial success.
As a highly skilled and results-oriented professional, Mehta is committed to delivering the highest level of service and exceeding client expectations. He takes pride in his ability to create personalised financial strategies that not only meet immediate goals but also lay the foundation for long-term financial security.
Mehta is committed to delivering exceptional service and building long-lasting relationships with his clients. With a focus on both your immediate and long-term financial goals, he strives to provide peace of mind and financial security. Client success is Mehta’s top priority.
2/527 Blockhousebay Road, Blockhousebay, Auckland 0600
022 3683240
raj@khlfinance.co.nz
linkedin.com/in/rajeshmehta3
khlfinance.co.nz
Raj Mehta
Managing Director and Financial Adviser
KHL Finance
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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
2015–2019
2020
2021
Present
Present
Manager and Adviser at Kiwi Home Loans
2015–
2019
Recognised as one of NZ Adviser’s Young Guns
2020
Kiwi Home Loans was recognised as one of NZ Adviser’s Fast Brokerages
2021
Managing Director and Financial Adviser at KHL Finance
Recognised as one of NZ Adviser’s Top Advisers
Present
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