Profile
Jaz Bedi is a highly respected, multi-award-winning financial adviser dedicated to helping New Zealanders achieve their homeownership and financial goals. As founder and director of The Mortgage & Loan Guru, based in Auckland, he established the business with a clear vision: to simplify the mortgage and insurance process and make quality financial guidance accessible to everyday Kiwis.
Having navigated the challenges of purchasing his own first home, Bedi understands firsthand the complexities and uncertainties many clients face. This personal experience shapes his client-focused approach, characterised by empathy, transparency and genuine support. He is committed to ensuring every client feels informed, confident and empowered throughout their financial journey.
Bedi firmly believes that long-term financial success begins with financial education. He is passionate about helping clients understand how money works and how to make it work more effectively for them. His advice is delivered in a clear, engaging and pressure-free manner, with a focus on providing tailored solutions rather than relying on sales tactics or fear-based strategies.
With more than $500 million in settled lending, Bedi has assisted hundreds of first home buyers, homeowners, investors/developers and families in securing finance to achieve their goals. This milestone reflects not only his extensive industry expertise but also the trust and loyalty he has earned from his clients over the years.
In addition to formulating traditional lending solutions, he specialises in non-bank lending and non-CCCFA finance strategies, providing innovative and practical options for clients with unique or complex financial circumstances. His ability to identify customised solutions ensures that clients have access to the funding and protection they need, regardless of their situation.
Through his knowledge, integrity and commitment to client success, Bedi continues to make a meaningful difference in the lives of New Zealanders, helping them build stronger financial futures with confidence.
2/12 Laidlaw Way, East Tamaki, Auckland
02102793704
jaz@tmlguru.co.nz
linkedin.com/in/jazbedi-205764245
tmlguru.co.nz
Jaz Bedi
Director and Financial Adviser The Mortgage & Loan Guru
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Bio
Milestones
2020–2022
2023
2024
2025
2026
Received the Platinum Award 2020 by Newpark
Received the Young Guns 2021 Award
Recognized as the one of the Top NZ Advisers in 2022
Most significant achievement to date is settling approximately $127 million from April 2021 to March 2022
2020–2022
Received the Best Financial Adviser award at the Indian Business Awards
Awarded Excellence in Advising (Lending) by Share and Newpark
Awarded Select Adviser of the Year (Independent and Franchise)
2023
Recognized as the one of the Top NZ Advisers
2024
Recognized as the one of the Top NZ Advisers BY NZ ADVISER
Awarded Excellence Awardees 2025 - Pepper Money Adviser of the Year
2025
Received the Best Customer Service award by Newpark
Excellence Awardee for Adviser of the Year, Specialist Lending
2026
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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