Profile
“My strongest professional quality is my ability to build trust and long-term relationships, whether with clients, colleagues, or stakeholders”
Danny Ibrahim,
KeyRate Mortgage
Jaz Bedi is a multi-award-winning financial adviser whose passion for helping Kiwis achieve their homeownership and financial dreams shines through in every interaction. As the founding director of The Mortgage & Loan Guru in Auckland, he established his company with a mission to make mortgages and insurance simple and accessible for everyday New Zealanders. Having personally experienced the hurdles of buying a first home, he understands how daunting the process can be. That’s why he approaches every client with empathy, transparency and unwavering support, ensuring that no one feels lost or overwhelmed.
Bedi believes that true financial success starts with understanding how money works and how to make it work for you. He is dedicated to empowering clients with the knowledge they need to make confident, informed decisions, always delivering advice in a clear, engaging and pressure-free manner. There are no pushy sales tactics or scare strategies, just honest guidance tailored to each client’s unique needs.
With over $450 million in settled loans, Bedi has helped hundreds of individuals, families and investors secure the funding they need to reach their goals. This achievement stands as a testament not only to his expertise, but also to the trust and loyalty of his clients. He is also highly skilled in non-bank lending and Non-CCCFA solutions, offering strategic options for those with unique financial circumstances, ensuring that every client has access to the right solutions for their situation.
2/12 Laidlaw Way, East Tamaki
021 027 93704
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
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Bio
Milestones
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made”
Danny Ibrahim,
KeyRate Mortgage
2023
2024
2025
2025
Present
Best Financial Adviser Award – Indian Business Awards
Awarded Excellence in Advice (Lending) by SHARE & Newpark
Adviser of the Year (Independent & Franchise)
NZA’s Top Adviser
2023
Pepper Money Adviser of the Year – Residential
NZA’s Top Adviser
2024
NZA’s Top Adviser
2025
NZA’s Top Adviser
2025
Financial Adviser at Vega since 2020
Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
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
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
A significant part of his focus today is staying ahead of regulatory change while maintaining a seamless client experience. He tracks updates from regulators and lenders closely and works with his teams to adjust systems as needed.
“My approach to my role and my career has always been rooted in passion, focus, and a relentless pursuit of excellence,” he says. “I’ve never been driven solely by profit or business metrics. I believe in hiring great talent, trusting them, and pushing boundaries because innovation doesn’t come from playing it safe.”
His experience isn’t limited to Canada. Ibrahim has worked in the US and UAE, which shaped his global perspective and comfort with adapting to different markets. He thrives on risk, viewing setbacks as stepping stones to progress.
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made,” he adds.
That outlook continues to guide his work and reflects his broader goal of helping move the industry forward. Through his brokerage, lending company, and legal services, Ibrahim is focused on creating long-term value for his clients, his teams, and others working in the field.