Kingbird: Your Trusted Partner for Financial Solutions

Kingbird is a New Zealand-owned financial services company that specializes in providing both Residential and Commercial clients with access to funds for their business, cashflow requirements, asset purchases, or mortgage lending.

About Us

Kingbird is a financial services company based near the sunny shores of Takapuna Beach, Auckland, New Zealand. Our team of licensed advisers specialise in residential and commercial finance solutions, including business funding, cashflow support, asset purchases, and mortgages. Our team works with 20+ lenders and provide tailored solutions based on your financial situation so you can achieve you goals.

Kingbird holds a Class 2 Financial Advice Provider (FAP) license from the Financial Markets Authority (FMA): FSP100364. All our advisers have licenses that extend to include Consumer Credit Contracts approved by the Commerce Commission.

Our People

Ian Bailey

Licensed Adviser - FSP1000411

I am an experienced business manager with over 30 years in the finance/lending, capital raising and asset financing markets. I have a “client first” philosophy, think “outside the square”, am innovative and importantly I “Get things done”!

And I am booked with Virgin Galactic to take their commercial space flight as astronaut 365!

Helen Grant

Helen Grant

Licensed Adviser - FSP1004224

More than just a mortgage advisor, Helen brings to the business a coaching skill set. This means she can tap into a holistic financial well-being approach, ensure your overall financial goals are achieved.

Whether buying or renovating your home, refinancing your loans, reinventing yourself after life-changing events or just making sure you know your options, Helen works with your goals in mind.

If you are looking make changes to your home whether large or small, your mortgage is up for review (your fixed rate is expiring), are purchasing a property, or have a general residential lending enquiry, please reach out for a no obligation chat to see how I can help you.

Laurent Ball

Licensed Adviser - FSP1004828

I am an experienced lender with over thirty years of banking behind me. I understand financial institutions and what they are looking for. Most importantly I have dealt with customers all my working life and I understand what good service looks like. I care about what customers need and my passion is coming up with solutions for them.

Manik Mathla

Manik Bathla

Licensed Adviser - FSP1005706

I am passionate about helping clients to understand their needs and working to meet their desired goals. I have 6 years of experience working as a manager in customer service role and also owns an e-commerce business.

In my spare time I keep myself up to date with current global affairs and read books related to finance. My hobbies include trekking and gyming. 

nicklaus-li-kingbird

Nicklaus Li

Licensed Adviser - FSP1003889

I possess a deep expertise in Lending, Relationship Management, Investment Advisory, and Team Leadership. Moreover, I have comprehensive knowledge of diverse home loan products, ensuring that I can devise the most fitting solutions for first-time homebuyers, savvy property investors and those seeking refinance or additional loan capabilities.

My primary goal is to provide reliable financial counsel and mortgage brokering services to my clients, empowering them to make informed investment decisions. My diverse cultural experiences further augment my ability to connect with and serve a broad spectrum of clientele.

Jonathan Hodgson

Jonathan (Jonny) Hodgson

Licensed Adviser - FSP1006560

Service is at the core of everything I do, and nothing brings me more joy than seeing customers and clients walk away with their needs met and their problems solved. My background has been in sales and finance, and most recently, the motor vehicle industry arranging finance for clients. That gave me the desire to assist clients who need financial solutions to meet their needs and grow their wealth. I am now a fully qualified Financial Adviser with a Certificate in Financial Services Level 5 and working with the team at Kingbird to provide mortgages, asset and business finance solutions.

Outside of work, I am a big fan of tennis and skiing. I am a massive foodie, so if you’ve got any recommendations, please let me know where to go next.

philip-mairs-kingbird

Philip Mairs

Licensed Adviser - FSP1006566

With a background of 20 years as a Chartered Accountant and 3 years as a mortgage broker, I possess a deep understanding of mortgage and lending requirements. I also understand that everyone’s financial situation is unique and am committed to tailoring mortgage solutions that suit your needs. Whether you’re a first home buyer, looking to refinance, or interested in property investment, I am here to simplify the process and guide you every step of the way.

Book an appointment with me today and discover how I can help you navigate the property and lending landscape. Outside of work I enjoy all sports and doing as much fishing as work allows!

lan-toni-wang-kingbird

Lan (Toni) Wang

Licensed Adviser - FSP1006716

Lan (Toni) Wang holds a Bachelor’s Degree in Human Resource and International Business from Massey University, and a Graduate Diploma in Translation and Interpretation at AUT. She has also completed her Certificate in Financial Services (level 5) as a requirement for her role as a mortgage broker.

Toni is bi-lingual – speaking fluent Mandarin and has a high proficiency in Cantonese and English. She also has experience in business finance and asset lending across multiple businesses where she was the Director and Owner. Here, she provided solutions to complex financial problems. Toni joins Kingbird to allow her to provide mortgage and finance solutions to the wider market. She has a specific focus on the Asian and Chinese community where she has nurtured relationships and has strong community connections. 

As a business owner, Toni assisted clients across all nationalities including English and Asian speaking clients. She takes pride in her ability to work with clients to find the best financial solution that meets their needs.

sheron-prakash-kingbird

Sheron Prakash

Licensed Adviser - FSP1006842

I am a creative and successful professional with a wealth of knowledge in relationship building, sales, and customer retention in the technical customer services industry. I have a track record of successfully putting strategies into practice that have expanded businesses by gaining market share and revenue, satisfying customers, and safeguarding the organization’s interests. I like building relationships with people based on honesty, openness, and respect.

I can help you get the loan you need whether you’re buying your first house, looking for an investment, just refinancing, or climbing the property ladder. To begin making better mortgage decisions, get in contact with me right now.

michael-sweeney-kingbird

Michael Sweeney

Head of Strategic Relationships

I have over 20 years of experience in the New Zealand financial services industry and am passionate about sharing my knowledge and passion to assist you with your business.

I have held Business Development roles with ACC, NIB and Pepper Money NZ by thinking outside the box and introducing new ideas and solutions.

I arrived in New Zealand in 2006 after serving 12 years as a Detective in the Greater Manchester Police.

Cameron Pearson

Cameron Pearson

Client Support

I am in my 3rd year of my business degree in Financial Services at Massey University. I’m passionate about helping our clients throughout their lending journey, whether they’re refinancing, purchasing a new property, or business finance and everything in between.

Lance Navarro

Digital Marketing Manager

I have over seven years of experience in New Zealand’s digital marketing industry and have a strong background in social media, front-end website development, copywriting, and email marketing automation. My most recent role was with an agency that included mortgage advisory firms in their client list. Before that, I worked for a financial advisory firm where I managed all aspects of their marketing including management of their websites, paid social, and the creation of e-books. I have a Bachelor of Science in Business Management and currently hold a Certificate in Financial Services Level 5 RPL strand. I came to Kingbird to manage all aspects of the company’s marketing and promotional materials.

Frida

Director of Employee Happiness

Hey there, it’s Frida, the top dog at Kingbird. My job? To bring some serious tail-wagging joy and emotional support to my colleagues. I greet clients with my irresistible charm, promote a happy workplace culture, and maintain a clean office (no chewed up papers on my watch!). I’m a good girl, and my role includes stealing the show and reminding everyone who the real boss is. I am currently overseas assisting my Australian support team. Woof woof!

Kingbird Limited Privacy Policy

Pursuant to the Privacy Act 2020, this Privacy Policy governs the way Kingbird Limited collects, uses, maintains and discloses information collected from users (“User” and “you”) of the kingbird.co.nz website or via one of our advisors.

GENERAL PURPOSE OF COLLECTION
Kingbird Limited (“kingbird”, “we” and “us”) needs to collect personal information from you and from others and share your information with others to:

Assess your application for credit, or offer a service or market a product to you that is either our product or a product that we market or administer or conduct market research, where the information is combined with other information and in a form that does not identify you or meet our internal operational requirements, such as for credit and risk management, system or product development and planning, insurance, audit and administrative purposes; or to facilitate the transfer or assignment of our rights.

CONSENT

By agreeing to this Privacy Policy, you consent and authorise us to:

  1. Provide your personal information to a credit reporter, including Equifax New Zealand Information Services and Solutions Limited or Dun & Bradstreet (New Zealand) Ltd, for identity verification, credit reporting (including comprehensive credit reporting) and monitoring services both now and in the future.
  2. Make disclosure of any personal information to any third party that provides services to us, including but not limited to any bank, law firm, other professional, debt collection agency, a market research firm, insurer, potential assignee, transferee or another person whom we anticipate entering into contractual relations in connection with this loan, any third party who has or may have a financial interest in this loan, or any other person or organisation authorised by you, who has agreed only to collect, hold, use, and share your personal information for the purposes for which it has been given to them.
  3. Disclose and receive your personal information, including but not limited to details of this loan, any associated loan application, any financial dealings you may have with us, your address, telephone number(s), the place where you work, details of your income and any convictions you may have, with the organisations set out in paragraphs 1 and 2 above and in relation to the purposes listed above. You have a right to ask us not to use your personal information for the purpose of marketing or offering a service to you.

    Please Note:
    • If you do not consent, we will not be able to consider your application.
    • The lenders we work with may also use your personal information in the above ways.

By using our services, you accept this Privacy Policy. If you do not agree to this Policy, please do not use our Website or Services.

WHAT WE COLLECT
Personal identification information
We may collect the following information:

  • Your name, email address and contact information.
  • Information necessary to verify your identity as required by anti-money laundering laws.
  • Demographic information such as postcode, preferences and interests.
  • Other information relevant to customer
    surveys and/or special offers.
  • Financial details pertaining to a loan application or other financial services.
    We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our website, register on the website, place an order, fill out a form, or fill out a form we provide you.

We may use that information:

  • to consider this application.
  • to consider any future application for products or services which involves you.
    We can also use it:
  • to administer and monitor products or services provided to you.
  • to comply with legal and regulatory requirements (including identity verification requirements)
  • to provide you with information about other products or services, including those of selected third parties
  • generally, to develop and run our business; and
  • as otherwise described in our Privacy Policy.

 

You agree that – for those purposes – we can provide information about you to, and obtain information about you from, other organisations or people we consider appropriate. Those organisations might include our service providers, other financial and insurance institutions, government departments, your employer or accountant, third parties for the purposes of fraud prevention, identity verification, and any other purposes relevant to those purposes (those third parties may retain information and use it for identity verification and fraud detection purposes), and other appropriate persons.


Non-personal identification information

  • We may collect non-personal identification information about Clients whenever they interact with our Website. Non-personal identification information may include the browser name, the type of computer and technical information about Users’ means of connection to our Website, such as the operating system and the Internet service providers utilized and other similar information.
  • Web browser cookies: Our Website may use “cookies” to enhance User experience. A User’s web browser places cookies on their hard drive for record-keeping purposes and sometimes to track information about them. You may choose to set your web browser to refuse cookies or to alert you when cookies are being sent. If you do this, some parts of the Website may not function properly.


How we use collected information
We may collect and use Users’ personal information (via our Web site) for the following purposes:
• To run and operate our Website
We may need your information to display content on the Website correctly.
• To personalise the Users’ experience
We may use the aggregated information to understand how our Users as a group use the services and resources provided on our Website.
• To improve our Website


We may use feedback you provide to improve our products and services.

How we protect your information
We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorised access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on the Website.

Sharing your personal information
We do not sell, trade, or rent Users’ personal identification information to others. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above. We may use third-party service providers to help us operate our business and the Website or administer activities on our behalf, such as sending out newsletters or surveys. We may share your information with these third parties for those limited purposes.

Third-party websites
Users may find advertising or other content on our Website that links to the sites and services of our partners, suppliers, advertisers, sponsors, licensors and other third parties. We do not control the content or links that appear on these sites and are not responsible for the practices employed by websites linked to or from our Website. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites that have a link to our Website, is subject to that website’s own terms and policies.

Google Analytics cookies
This website uses Google Analytics to help analyse how visitors use this website. Google Analytics uses “cookies”, which are small text files placed on your computer, to collect standard internet log information and visitor behaviour information in an anonymous form.
The anonymous information generated by Google Analytics cookies about your use of this website is transmitted to Google. This information is processed to compile statistical reports on website activity for this website only.

Google Remarketing
We may use Google AdWords Remarketing to advertise Kingbird across the Internet on the Google Display Network.
AdWords remarketing may display ads to a User based on what parts of the Kingbird website you have viewed by placing a cookie on your web browser.

This cookie does not in any way identify you individually or give access to your computer or mobile device. The cookie is used to indicate to other websites that “This User visited a particular page, so show them ads relating to that page.”

Google AdWords Remarketing allows us to tailor our marketing to better suit your needs and only display ads that are relevant to you.
If you do not wish to see ads from Kingbird, you can opt-out in several ways:
• 1. Opt out of Google’s use of cookies by visiting Google’s Ads Settings
• 2. Opt out of a third-party vendor’s use of cookies by visiting the Network Advertising Initiative opt-out page.

CHANGES TO THIS PRIVACY POLICY
Kingbird has the discretion to update this privacy policy at any time. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

ELECTRONIC COMMUNICATIONS
You consent to us communicating with you electronically with respect to your application and/or loan. You also consent to us sending you marketing material and/or messages electronically or otherwise, even after you have repaid your loan in full. We will always give you the ability to opt-out or unsubscribe from our emails. We may use third-party service providers to help us send out newsletters or surveys.

CONTACTING US
If you have any questions about this Privacy Policy or your dealings with us, please email us at [email protected]
By Accessing the Kingbird website, I Agree to the above conditions.