Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
Prateek Malhotra has been in the mortgage industry for 10 years, since starting up his own brokerage, Everest Financial Services, in 2012. During this time, he has grown the business, adding three advisers to the team. He says the brokerage has been able to survive due to the ongoing support of its customers, all the lenders and, most importantly, its team.
“We have grown our team in the last three years or so and now have four staff, including myself,” Malhotra says. He is very proud of the work the team is doing, helping customers with their varied needs.
“Personally, I feel proud to be in the Top Advisers category and would like to continue working hard to make sure we can keep performing and growing this business, and having some fun along the way.”
Malhotra says the business has always worked towards making sure its team give the right advice to their clients, helping them make the right decisions that suit their needs.
557 Blockhouse Bay Road, Blockhouse Bay, Auckland
021 424 119
prateek.malhotra@loanmarket.co.nz
www.linkedin.com/in/nathanmiglani
www.loanmarket.co.nz/prateek-malhotra
Prateek Malhotra
Director
Everest Financial Services
– t/a Loan and Insurance Market
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2002–2008
2008–2010
2008–2012
2012–present
2021
Prateek Malhotra
Director
Everest Financial Services – t/a Loan and Insurance Market
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
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2002–2008
2008–2010
2008–2012
2012–present
2021
Prateek Malhotra
Director
Everest Financial Services – t/a Loan and Insurance Market
Read on
Special Report
Home
Bio
Milestones
2022
2012–present
2008–2012
2008–2010
2002–2008
2021
Insurance Business Magazine | Key Media
Ranked as an NZ Adviser Top Adviser of the year
2021
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2012–present
Human Resources Magazine | key media
Director at Everest Financial Services
2012–present
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2008–2012
Human Resources Magazine | key media
Assistant branch manager at ANZ (2008-2010)
Broker relationship manager at ANZ (2010-2012)
2008–2012
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2008–2010
Human Resources Magazine | key media
Assistant branch manager at ANZ
2008–2010
2009–2011
2002–2008
human resources | key media
Various roles as personal banker at BNZ
2002–2008
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Milestones
2021
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2021
Launched his own business,
Ascend Financial Services
2022