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
Satyan Mehra is driven by a genuine desire to assist property investors and first-home buyers in succeeding in an increasingly complex market.
As the founder and director of iConsult, Mehra has established himself as one of the most talented financial advisers in New Zealand. He has been recognised with multiple awards, a testament to his ability to grow his market share through a strong referral business.
With an aptitude for unifying business and financial knowledge with entrepreneurship and property development, clients repeatedly turned down by others reported that Mehra helped them secure serviceable lending. By identifying and smashing lending barriers, Mehra becomes a fierce advocate for his clients in the competitive lending market.
“I started iConsult with absolutely nothing. No clients or a pipeline, just a passion for what I enjoyed doing,” he says. “I’m proud to be reaching a point where I have established the brand very well.”
Mehra specialises in sound financial advice and innovative lending structures. He is a member of the New Zealand Institute of Chartered Accountants and has over 10 years’ experience across retail and business banking, external reporting, and internal audit for ANZ and BNZ.
Remaining relevant in an ever-changing industry is a challenge that the financial adviser has risen to. He prioritises staying up-to-date and educated about credit policy changes, tax law amendments, and other topics of importance so he can offer clients the best advice to make informed decisions.
“I meet regularly with people, lenders and BDMs, and I ensure my team is also aware of any changes affecting the industry,” he says.
With an open and honest approach to communication, Mehra places his clients in the best possible position to achieve their goals.
“I explain the pros and cons, what it means to them, and provide all the options for their consideration,” Mehra says. “Delivering a tough message is always a challenge; however, our role is to act in the client’s best interests.”
Over the years, Mehra has learned that it doesn't feel like work if you enjoy what you do.
“I am passionate about property and excited about coming to work each day,” he says. “My mantra to success is to do what you love, put in your best, and the rest shall follow.”
Outside of iConsult, Mehra has spread his entrepreneurial wings to other businesses such as early childhood education, accommodation, property investment and development.
Mehra has earned the distinction of being named one of NZ Adviser’s Top Advisers for 2020, 2021, 2022, and 2023. He also made NZA’s list of the coveted Young Gun of the Year in 2020. His business acumen has also resulted in numerous accolades from Indian Newslink, including the best young entrepreneur and financial adviser (mortgage).
123E Dominion Road, Mt Eden, Auckland
021 157 0404
satyan@iconsult.nz
nz.linkedin.com/in/satyan-mehra-ca-443b453b
iconsult.nz
Satyan Mehra
Director and Chief Adviser
iConsult
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
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
2008–2019
2020
2021
2022
Present
2008–2017: Various roles at BNZ/ANZ New Zealand, including but not limited to internal audit, retail and business banking, credit, finance, etc.
2018: Winner of Best Financial Adviser of the Year – Indian Business Awards
2019: Winner of Young Entrepreneur of the Year – Indian Business Awards
2008–
2019
Winner – Top Adviser – NZ Adviser
Winner – Young Gun of the Year – NZ Adviser
2020
Winner – Independent Mortgage Adviser of the Year – New Zealand Mortgage Awards
Winner – Mortgage Brokerage of the Year (1–10 staff) – New Zealand Mortgage Awards
Winner – Best Customer Service from Individual Office – New Zealand Mortgage Awards
Winner – Top Adviser – NZ Adviser
Winner – Young Gun of the Year – NZ Adviser
2021
Winner – Independent Mortgage Adviser of the Year – New Zealand Mortgage Awards
Winner – Mortgage Brokerage of the Year (1–10 staff) – New Zealand Mortgage Awards
Winner – Best Customer Service from Individual Office – New Zealand Mortgage Awards
Winner – Top Adviser – NZ Adviser
2022
Director and Chief Adviser at iConsult since 2017
Winner – Adviser of the Year Specialist Lending –
New Zealand Mortgage Awards
Winner – Commercial Mortgage Adviser of the Year – New Zealand Mortgage Awards
Winner – Mortgage Brokerage of the Year (1–5 staff) – New Zealand Mortgage Awards
Winner – Top Adviser – 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