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About Us

Who We Are
empowering mortgage advisers & helping financial advice providers

At NZMAI, we are dedicated to supporting mortgage advisers at every stage of their journey. We provide both aspiring and established professionals with the guidance, resources, and practical experience needed to thrive in New Zealand’s financial services sector.

As a trusted, impartial partner, we assist advisers in exploring certification options, gaining hands-on training, and advancing their careers. Our strong connections with Financial Advice Providers (FAPs) mean that we can connect graduates and experienced advisers with job opportunities, helping them build a lasting career in mortgage advisory. Beyond training, we offer members access to a comprehensive suite of resources, including compliance documents, industry insights, and a powerful suite of calculators – all available in our innovative online portal.

Driven by a commitment to technology, our platform features AI-powered tools like chatbots and searchable resource libraries, designed to simplify tasks and enhance learning. Velis is more than just a service – we’re a community built to support mortgage advisers in achieving their career goals.

WHY choose NZMAI
Impartial Support

We’re not directly affiliated with any Financial Advice Provider (FAP), allowing us to offer unbiased guidance throughout your mortgage advisory journey.

Springboard

Our training and Springboard programs cover everything you need to succeed, from regulatory compliance to practical skills like filling out paperwork and analyzing client needs.

Extensive Resources

Gain access to an extensive range of tools and documents, including bank information, compliance resources, and 13 powerful calculators designed to support mortgage advisers.

Job Placement Assistance

We work closely with FAPs actively seeking both new graduates and experienced advisers, connecting you to the right career opportunities.

Our Vision
Shaping the Future of Mortgage Advisory in New Zealand

Our vision is to create a thriving community of mortgage advisers who are fully equipped to navigate the complexities of the financial services industry with confidence and integrity. We aim to be the leading support network for mortgage advisers, offering cutting-edge resources, impartial guidance, and the latest AI-driven tools to ensure every adviser can excel and provide exceptional service to their clients.

OUR MISSION
Empowering Mortgage Advisers at Every Stage

Our mission is to empower mortgage advisers by providing them with the knowledge, practical training, and resources they need to succeed. We are committed to bridging the gap between certification and real-world practice, offering our Springboard program, job placement support, and a comprehensive suite of tools tailored for advisers. By fostering a supportive, impartial environment, we help mortgage advisers build sustainable careers and make a positive impact in the financial services industry.

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our history
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may 2001

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jan 2003

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aug 2007

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nov 2010

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apr 2011

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jul 2015

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feb 2016

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mar 2018

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