Client conversations
What a good mortgage review looks like
NZMAI · · 1 min read
A rate is the easiest thing to talk about and the least useful thing to lead with. The advisers who get the most out of a review start with what has changed for the client, then work back to structure, then to rate.
That order matters because it puts the conversation on ground the client can actually judge. Most people cannot say whether a rate is good. Everyone can say whether their situation has changed.
This article is general information for advisers and is not regulated financial advice.
Last updated
General information for advisers. Nothing here is regulated financial advice.
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