Anne Zhou
FSP1010040
I have always been passionate about equipping my customers with the right knowledge, insights, and tools to empower them to make informed decisions aligned with their financial goals. It matters deeply to me that they feel in control of their financial journey, whether that involves accessing debt funding or making investments to build a more secure future.
Having grown up in a migrant family, I witnessed firsthand how my parents and their siblings, starting with nothing, achieved financial stability for themselves and the next generation through focus and discipline — despite limited education and language barriers. This upbringing instilled in me a deep respect for small beginnings and for those who are willing to set a plan and commit to it. That respect continues to guide the way I serve and support others on their financial path.
With over 10 years of experience in the finance industry and most of that time in 2 of the major banks I am well experienced in the area of mortgage and business lending, both residential and commercial property investment as well as residential property developments. I offer expert advice to clients with complex structures with multiple entities and or income streams.
I hold a Master's of Digital Business with first class honours, Bachelor degree in Finance & Valuation and Property Management as well as the NZ Certificate in Financial Services (Residential Property Lending) Level 5 (V2).