Michelle brings over 35 years of experience in the financial industry to her role as a mortgage adviser.
With a distinguished career primarily at HSBC, Michelle has honed her expertise in mortgage advising, customer relationship management, and regulatory compliance. She has a proven track record of exceeding targets, managing high-net-worth client portfolios, and maintaining strong customer relationships, earning her numerous awards and recognitions both locally and globally.
At Threefold, Michelle leverages her extensive knowledge and personal touch to navigate clients through their mortgage journey, delivering solutions that support their financial aspirations. Her approach is both professional and personable, ensuring that each client receives tailored guidance to align with their long-term financial goals.
Michelle holds a Financial Services Residential Property Lending (Level 5) certification, complementing her vast industry experience.
Outside of her professional life, Michelle is devoted to her family, cherishing time spent with her grandchildren, and has a passion for showcasing her dogs at dog shows.
Michelle spent the majority of her career at HSBC, one of the world’s largest financial institutions, where she developed expertise across mortgage advising, customer relationship management, and regulatory compliance. During her tenure she managed high-net-worth client portfolios, consistently exceeded performance targets, and received recognition for her work at both local and international levels.
This background gives Michelle a perspective on the lending landscape that is rare among mortgage advisers. She has sat on both sides of the lending process, understanding not only what clients need, but how lenders make decisions, and applies that knowledge directly to the benefit of the clients she now represents at Threefold.
Michelle holds a Financial Services Residential Property Lending (Level 5) certification and operates under FSP1006337 in accordance with New Zealand financial services regulation.
Michelle is well suited to working with:
Advice is tailored to each client’s individual circumstances, objectives and financial position.
Michelle Wilson is a financial adviser operating under FSP1006337. Financial advice is provided in accordance with New Zealand financial services regulation and professional standards.
