Headquarters:

Level 1/638 Great South Road Greenlane, Auckland

Year founded:

2006

Number of employees:

Phone:

+64 9 916 0116

Email:

info@plaxoltd.co.nz

Website:

plaxoltd.co.nz

LinkedIn:

linkedin.com/company/plaxomortgages

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

York Zhang

Director

Sue Liu

Head of Business

Chapman Leung

Registered Financial Adviser

Leadership

York Zhang, founder of Plaxo Mortgages, has over two decades of experience in New Zealand’s mortgage sector. As one of the pioneering Chinese mortgage advisers, he has facilitated thousands of clients in securing home ownership and business financing, overseeing transactions exceeding NZ$2 billion. Under his leadership since 2006, Plaxo Mortgages has become renowned for its comprehensive service offerings, including home loans, construction loans, commercial loans and business loans, establishing itself as a trusted name in the industry.

Director

York Zhang

Sue Liu, as the head of business at Plaxo Mortgages, spearheads the team dedicated to delivering top-notch customer service and innovative solutions in the mortgage industry. Holding a bachelor’s degree in finance from Massey University, she boasts over eight years of experience. Liu has been instrumental in fostering key relationships, securing significant contracts and launching strategic initiatives. Her expertise encompasses business relationship management, customer experience, finance and leadership. Committed to driving value for clients and the company, she is an advocate for innovation, integrity and excellence at Plaxo Mortgages.

Head of Business

Sue Liu

Chapman Leung has almost 20 years of experience working in the finance industry. He completed his bachelor degree in commerce, majoring in economics, finance and accounting, at the University of Auckland in 2005. He worked at HSBC Private Bank as a credit manager for eight years and specialised in risk management at a securities firm for another few years. Leung joined Plaxo Mortgages in 2015, and he is one of the most experienced financial advisers on the team. He focuses on customer relationships and provides valuable advice to his customers. His ambition is to help customers achieve both short- and long-term goals. Leung is a father of two, and he enjoys spending time with his family. He and his son love playing soccer, so see if you can see them on the field.

Registered Financial Adviser

Chapman Leung

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting

Leadership

“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”

Saray Uribe, CharSan Insurance & Consulting

Leadership

Frank Fu

Registered Financial Adviser

Frank Fu has been a trusted member of the Plaxo Mortgages team for over eight years, bringing his expertise as a financial adviser since graduating from Massey University with a master of business studies in finance degree. Throughout his time at Plaxo, Fu has not only clinched the top adviser award but has also been the driving force behind team success, leading engaging training sessions and workshops that have elevated the performance of the entire Plaxo team. Known for his dynamic energy and unwavering focus, he consistently delivers top-notch solutions to his clients. Outside of the office, you can find him exploring new destinations, experimenting with culinary delights and keeping active with a variety of exercises.

Registered Financial Adviser

Frank Fu

Steven Li

Registered Financial Adviser

With over 10 years of experience in New Zealand, senior financial adviser Steven Li specialises in residential and commercial financing solutions. His expertise encompasses mortgages, investment property loans, construction projects and land development ventures. Li leverages his in-depth knowledge to tailor loan packages aligned with clients’ financial goals and risk profiles. He has a proven track record of successful project management, from single-family homes to large-scale developments. His ability to meticulously assess financial situations ensures clients receive the most suitable loan options.

Registered Financial Adviser

Steven Li

Plaxo Mortgages, founded in 2006, has emerged as a leading provider of comprehensive mortgage solutions in New Zealand. With an extensive 18-year tenure in the industry, it delivers a diverse array of services, encompassing home loans for residential and investment properties, construction financing, land development and subdivision funding, business and commercial loans and refinancing alternatives. Plaxo takes pride in its strategic collaborations with over 20 major banks and financial institutions. This ensures that its clients benefit from superior loan terms and products compared to other offerings in the market. Committed to offering a seamless experience, Plaxo Mortgages serves as a one-stop solution, streamlining the financial planning and loan application process for its valued clients. Whether you are a first home buyer, seasoned investor, property developer or aspiring business owner, Plaxo Mortgages is dedicated to serving as your indispensable partner on your journey to purchasing a home, investing or establishing a business venture in New Zealand.

Elva Feng

Registered Financial Adviser

Toby Shi

Registered Financial Adviser

Tim Liu

Registered Financial Adviser

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Elva Feng, an accomplished financial adviser at Plaxo Mortgages, brings a wealth of expertise supported by a distinguished academic background. Her MBA and accounting qualifications complement her extensive experience in various financial services, providing clients with a comprehensive strategy to realise their financial goals. With a decade in the finance industry, she enhances clients’ investment portfolios. Specialising in business and commercial lending, development and construction finance and strategic budgeting, Feng excels at tailoring solutions to each client’s unique financial situation. Her reputation as a trusted adviser is founded on her ability to offer personalised guidance. Whether you’re aiming to expand your business, invest in real estate or embark on a development project, she is committed to empowering you with informed decisions to achieve your financial aspirations.

Registered Financial Adviser

Elva Feng

Toby Shi is a mortgage adviser at Plaxo Mortgages. Prior to that, he worked with ANZ for 10 years in multiple positions, such as business manager, product manager, etc. He also worked as a commercial manager for Bank of Eash Asian before ANZ Bank. Shi holds a finance master’s degree from Victoria University and has a wealth of experience and network in investment and other business areas. He is currently a member of the Auckland Investor Association and the Auckland Master Builder Association. Shi loves his role as a financial and mortgage adviser and has a passion for helping each individual or corporate client.

Registered Financial Adviser

Toby Shi

With a solid background of seven years in the banking sector, Tim Liu has honed his skills across various roles, focusing on lending and operations. Notably, his last position at ANZ was as a lending specialist at the broker unit. Liu’s extensive experience equips him with a deep understanding of clients’ financial aspirations and how to turn them into reality. His areas of expertise include residential home lending, investment property lending, and business and commercial lending. You can trust him to guide you towards your financial goals with expertise and care.

Registered Financial Adviser

Tim Liu

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

Sarah M Stewart

Associate Vice President, Leasing and Call Centre Operations

Karen Bannister, CM

Vice President, Marketing

Dave Longbottom

Chief Technology Officer

Alex Ventura

Head of Marketing

Damian Palovick

Senior Vice President of Underwriting AXA XL – Delegated Authority Programs, North America

Dr. Mary Lavoie

Head of Risk Management and Senior Vice President AXA XL – Delegated Authority Programs, North America

Mark Bernacki

Chief Underwriting Officer

Ryan Armijo

Chief Operating Officer, Underwriting Division

Bob Petrilli

President, Underwriting Division

Read on

IB Top Brokerages

Award Winner

PLAXO MORTGAGES

SPECIAL REPORT

Home

Bio

Read on

Award Winner

SPECIAL REPORT

Home

Bio

Read on

Award Winner

SPECIAL REPORT

Home

Bio

Medal

Small business

Brokers’ Pick – Professional liability

Broker's Pick – Personal Accident and Illness Insurance

Turnaround time – claims

BDM support

Broker communication, training and development

Overall service level

BDM support

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

Saray Uribe, CharSan Insurance & Consulting

“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”

Saray Uribe, CharSan Insurance & Consulting