Headquarters:
Level 1/638 Great South Road, Greenlane, Auckland
Year founded:
2006
Number of employees:
24
Phone:
+64 9 916 0116
Email:
info@plaxoltd.co.nz
Website:
plaxoltd.co.nz
LinkedIn:
linkedin.com/company/plaxomortgages
“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins
CEO and Founder
Read on
IB Top Brokerages
Award Winner
SHIELDED INSURANCE BROKERS
Award Winner
PLAXO MORTAGES
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
SPECIAL REPORT
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Bio
“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins
CEO and Founder
“[Automation] has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins
CEO and Founder
Award Winner
Leadership
SPECIAL REPORT
Home
Bio
“[Automation] has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins
CEO and Founder
“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins
CEO and Founder
Read on
Award Winner
Leadership
SPECIAL REPORT
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Bio
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.
“[Automation] has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins
CEO and Founder
Elva Feng
Registered Financial Adviser
Toby Shi
Registered Financial Adviser
Tim Liu
Registered Financial Adviser
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
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
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
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
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Elva Feng
Registered Financial Adviser
Tim Liu
Registered Financial Adviser
Toby Shi
Registered Financial Adviser
Anthony Dippolito
Chief Wellness Officer
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
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
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
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart
“There has also been a determined approach to leverage automation as much as possible to significantly reduce overhead and eliminate ‘burnout’ for our customers and their employees,” explains Collins. “This has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management.”
Naturally for a dynamic firm, Charli Capital is focused on the future. There are plans to launch a next generation AI platform that can facilitate the intelligent matchmaking of private investors and promising private companies.
Collins adds, “The team moves fast – extraordinarily fast – and is disciplined to ensure that it doesn’t drop the ball, is prepared for future advancements, and embraces an eyes-wide-open fail-fast mentality for learning.”
Read on
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Tim Liu
Registered Financial Adviser
Toby Shi
Registered Financial Adviser
Elva Feng
Registered Financial Adviser
Steven Li
Registered Financial Adviser
Frank Fu
Registered Financial Adviser
Chapman Leung
Registered Financial Adviser
Sue Liu
Head of Business
York Zhang
Director