Helping Kiwis Achieve Financial Freedom.

Threefold is a leading mortgage, insurance and KiwiSaver advisory firm, dedicated to delivering exceptional client service and results.
Welcome to Threefold.

Threefold is a specialist mortgage, insurance and KiwiSaver advisory firm.

We have been providing quality advice to Kiwis for decades, helping them to achieve financial freedom by making smart and strategic financial decisions.
Our team consists of expert mortgage, personal insurance, domestic and commercial insurance, and KiwiSaver specialist advisers, along with detail-oriented support staff. We are not generalists. We are a team of specialist advisers who work together to make sure you get the right advice, at the right time.
Whether you are a first home buyer or existing mortgage holder, an experienced investor or someone with aspirations to build a property portfolio, we can help you. Our team is focused on providing exceptional care and on delivering successful outcomes for our customers. This means not just helping you to acquire assets, but also helping you protect yourself and your assets to give you and your loved one’s peace of mind.
Most of our work is driven by word of mouth and that's the way we like it. Our reputation is defined by every relationship we build. Our clients expect excellence and that’s what we deliver; smarter solutions, better rates and structures, well-informed mortgage, insurance and KiwiSaver advice, and successful outcomes you can truly depend on.

Take Control of Your Financial Future

Book a complimentary chat with our specialist mortgage, insurance and KiwiSaver specialists today to find out how we can help you secure, protect and grow your wealth.

Everyday our team strives to deliver on our values of:

DEMONSTRATING EXCELLENCE

We pursue the highest standards of quality, professionalism, and performance in all aspects of work. We provide clients with accurate and informed advice that demonstrates our expert knowledge and builds trust.

DELIVERING SUCCESSFUL CLIENT OUTCOMES

We prioritise the needs of our clients. Every decision and action we take is geared towards empowering our clients and helping them to achieve their financial goals.

PROVIDING EXCEPTIONAL CUSTOMER CARE

Our clients are at the heart of everything we do. We view every relationship as a long-term partnership and are here to support our clients’ needs both today and in the future.

TEAM & CULTURE

We value collaboration and teamwork. We behave in ways that makes our people feel empowered, valued, motivated and inspired to excel every day.

INTEGRITY

We act in the right way, every day. We uphold the highest standards of integrity and ethics in all dealings with clients, colleagues, and stakeholders.
Jonathan has really got me hooked on finances now! I met him 16 yrs ago when I bought my first house. I didn't really want to buy a house because I was enjoying the free and easy life, but my Dad gave me the deposit to buy one and Jonathan helped me get the home loan for it. Now at the age of 49, I am quite financially secure, have a great Kiwisaver plan and am enjoying the freedom that comes with viewing my future as financially stable.
Ben
Wow, honestly can’t explain how much we appreciate the work done on this, sounds like it was a chore and a half!

Thank you for persisting and sorting this for us, it will help relieve that bit of pressure for us the next few weeks.
Heather
Without Jonathan's help, I think I would probably still be working 9-5 and struggling in the rat race that is financial chaos for most people. Thanks Jonathan, you're a real credit to the business.
Ben
I just want to say a massive thank you for all of your help over the last few weeks. You've gone above and beyond and it's really appreciated!
Ali
Jonathan was incredibly helpful getting us into our first home. We couldn’t be happier!
Chris
I love the Threefold team. They helped us to refinance and made the whole thing really simple.
Kate & Mark
We highly recommend the Threefold team. Friendly and reliable.
Elliot
Tania, you made everything so much easier!

Book a Free Financial Health Check

Our team is here to help you achieve your financial aspirations and protect your future by providing clear, straightforward and tailored mortgage, insurance and KiwiSaver advice.

Book a complimentary financial health check today to find our how we can help you.

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