Profile
Dan Bailey entered the industry after growing frustrated with the way banks so often found reasons not to help clients buy their first home, dream home, business, or investment property. Time and again, he saw people with genuine potential turned away – not because the deal didn’t stack up, but because it didn’t fit neatly into a bank’s box. He decided there had to be a better way.
That belief still drives him. Dan is motivated by a genuine desire to help people navigate the world of finance, and he takes the time to make sure clients truly understand their options rather than simply being handed a decision.
Whether it’s a first-home buyer feeling overwhelmed, a business owner weighing up their next move, or someone fine-tuning their interest rate strategy, Dan brings the same patience and clarity to every conversation.
Above all, Dan gets loans approved where others can’t. He knows how to present an application, when to push, and which lender is the right fit – guiding clients through every step of the buying process and turning a “no” into the keys to the door.
10/1 Hutt Road, Petone, Wellington
027 534 8052
dan@lifedirect.co.nz
linkedin.com/in/danbaileylifedirect/
lifedirect.co.nz/team/dan-bailey
Dan Bailey
Owner, Director and Mortgage Adviser LifeDirect Mortgages
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Special Report
Home
Bio
Milestones
2002–2015
2015–Present
2026
2025
2025–Present
Rural Manager and Senior Private Banker at ANZ
2002–2015
Mortgage Adviser, Director and Owner of LifeDirect Mortgages
2015–Present
NZA Elite Women
2026
Pepper Money Adviser of the Year - Excellence Award
Honoured as one of NZA’s Elite Women
800th client helped in May 2025
2025
19 clients assisted per month year-to-date, up from 14 in FY2025
Monthly settlements increased by approximately $2m
2025–Present
Milestones
“At this stage in my career, I’m not trying to impress clients with technical language. I’m focused on helping them make better decisions”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.
“A message is only as strong as the receiver’s ability to understand it. Good intent isn’t enough if the client can’t clearly see the benefits and trade-offs”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.
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