Meet Ramon Willis! One of the experienced Facilitators we partner with as featured in our Facilitator spotlight for July!
We asked him a couple of questions about his experience with conducting KiwiSaver reviews for his clients, and what it is like working with us. See what he had to say!
Tell us a little bit about yourself and what you do?
I work as a mortgage adviser for LoanMarket Capital and Coast and have a multi-faceted finance professional background with over a decade of experience in the finance industry. I am fully qualified in New Zealand Financial Services (Level 5), Residential Property Lending and accredited with many banks and financial institutions throughout New Zealand. I'm dedicated to my clients, and passionate about creating simple seamless experiences and seeing my clients excited when they succeed.
What made you decide to include a kōura KiwiSaver review for your clients?
With the primary goal of creating ease in an environment that for some can be stressful, I aim to make financing new homes, business, commercial or investment property as easy as possible. I am dedicated to achieving the best results possible for each of my client's situations and this extends into structuring objectives and goals that at many times is inclusive of a good KiwiSaver plan. A few good decisions made with your KiwiSaver plan today, can make preparing for your first home or retirement that much easier.
How do your clients respond to checking in on their KiwiSaver?
Many of the clients I have contacted have had little to no contact from their current KiwiSaver provider, being able to offer a point of contact should circumstances change and discussing what this means is an excellent point of difference. My clients welcome the conversation and are happy that I am offering a service that helps them understand their current KiwiSaver position so that they can make any changes so that they are getting the most out of their KiwiSaver plan.
What is it like working with kōura?
This team has a clear sense of purpose with open communication that allows for a clear understanding of what is expected. Kōura is continuously improving their performance in the marketplace, and it is a pleasure to be working alongside team members that support one another.