Meet the team

Plan for a secure future with Threefold's integrated financial advice. From mortgage advice to insurance and KiwiSaver planning, our commitment is to help you achieve your financial aspirations.

Our team

With more than 400 years of combined industry experience, our dedicated team is committed to guiding you through every step of your financial journey. We have specialist mortgage, personal insurance, fire & general insurance and KiwiSaver advisers who all work together to ensure you receive the right advice at the right time.   
Explore our teams’ profiles to meet the professionals who are here to help you achieve your financial goals with confidence and ease. 

Our Support Staff

Assisting our advisers, we have a detail-oriented team who are equally passionate about delivering exceptional service and support, making your journey with us seamless and outcomes focused.

Led by Julie Bernicoff, our adviser support team includes:

Pene Gee, Senior Associate
Pene has over 30 years' experience in the mortgage industry. In her current role, she assists the advisers with getting mortgages approved and settled.

Sacha Robertson, Adviser Support
Sacha has over 20 years' experience in the mortgage industry. In her current role, she assists the advisers with refixing and restructuring existing home loans.

Erica Siljeur, Adviser Support
Erica has over 40 years’ experience in professional services. In her current role, she provides to support to advisers with refixing and restructuring existing home loans, and with getting new mortgaged approved and settled.

Take Control of Your Financial Future

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

Who we work with.

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Level 1, B:Hive Building,
72 Taharoto Road, Takapuna, Auckland, 0622
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(09) 418 0773
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