Mergers and acquisitions expand North Shore mortgage business

In a first move, Michael Williams of Real Mortgages merged his business with adviceHQ, owned by founder and adviser David Green.

Williams, a 25-year veteran mortgage adviser and property investor, was Green’s mentor when he left banking to start his mortgage-only business in late 2018.

AdviceHQ became a full service business covering mortgages, insurance, commercial and business loans, financial advice and KiwiSaver.

Now, Green has bought the mortgage business of Loan Market adviser Craig Pettit, who has retired. The company has three advisers – Green on mortgages, KiwiSaver, business and commercial loans, Williams on mortgages and Ben Presling on mortgages, insurance, KiwiSaver and staff support.