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When completing a Property Transaction, there are a number of additional aspects that you need to be thinking about outside of the lending, and a number of areas where you can get stuck without good advice. Has a solicitor reviewed the property file? Will I need Income or Mortgage Protection? What are the tax rules based on the purchase or sale I am making?
Our Partners will help show you the ropes and make sure you are well covered in all aspects. Feel free to contact any of the below partners for Accounting Advice, Legal Advice or Insurance Advice - any of them will be more than happy to help.
Frans started Rent Square with a genuine quest for giving outstanding customer service and a quest to add value to property investors. From this the slogan was born “Saving you time. Saving you money. Putting you first”. With over 11 years of knowledge and experience in the Auckland property market he has a good understanding of how important an investment property is to a landlord. He understands what it’s like putting the keys to your property in someone else’s hands, which is why his focus is firmly on protecting your asset. This means looking after your property with the same care and commitment he would as if it was his own. Frans brings vast experience in a variety of industries – including Property Management, Banking, KiwiSaver, General Insurance, and Credit Collections.
Wendy is a specialist Conveyancing Practitioner with Albany Legal, who has who has considerable experience in all manner of conveyancing transactions. She has vast experience in residential and commercial sale and purchase transactions, property subdivisions, leasing, and powers of attorney. She joined Barter Law (now Albany Legal) in 2002 and has been a mainstay of the practice since that time. She has built relationships with clients that are measured in years and sometimes generations – this knowledge of the client and their circumstances sets Wendy apart from other conveyancing professionals. Wendy uses her experience and knowledge to give clients timely and understandable advice. She has a common sense attitude and makes the process of buying or selling a house clear, easy and hassle free.
With experience from a variety of Chartered Accountant roles around New Zealand, Luke’s a big believer in building solid work relationships that put people first. In 2019 he was recognised with a Chartered Accountants award for his representation of the profession. Driven by his enthusiasm for innovative business strategies, use of new technology and a passion to help people do what they love, Luke’s always on the go. He’s active both socially and with fitness. Charitable with his time for good causes, Luke organises large scale social events and is an award winning social media enthusiast.
After 8 years as the New Zealand Operations Manager for a multinational provider of business credit information and collection services Heath was seeking a new challenge. In 2003 he joined the financial services industry as an insurance adviser, before establishing his own insurance broking business in 2005. Heath and Jamie merged their businesses in 2007 forming the very successful business partnership they currently operate. Heath’s strengths are in establishing and nurturing relationships, and he is passionate about providing the best quality advice, service and support for his clients. Heath strongly believes that: "The quantified analysis and advice we deliver is truly appreciated by our diverse range of business and personal clients. Knowing that our process and service puts our client first makes what we do very satisfying".
Having completed an Economics degree at Waikato University, Jamie’s interest in the benefits of insurance for family protection led him to join the insurance industry in 1996. Jamie quickly identified shortfalls in the industry regarding training and joined a consulting company for two years providing business planning and marketing training to tied advisers transitioning into the unaligned broker structure that exists today. Working in various development roles within Sovereign for six years, Jamie was able to get a clearer understanding of how the industry functioned and observed a broad spectrum of advice through day-to-day work with adviser practices across the Auckland and Waikato region. In 2004 Jamie took the plunge to start his own business and specialise in the area of business protection and quantified personal advice. Joining forces with Heath Cleland in 2007, he has achieved a common vision of building a well-established business with a large and loyal clientele.
Toni is a Registered Legal Executive who handles the majority of the conveyancing for Fencible Law. She has had 20 years experience in local firms which has resulted in her gaining an extensive range of Property Law skills. She has a cheerful, can do attitude. Toni is dedicated to her clients and goes to great lengths to ensure that they are provided with great legal services. Outside of work Toni enjoys time with her young family.
After almost 50 years as a Chartered Accountant Mark now runs a boutique practice catering for SMEs in New Zealand and Australia. As one would expect his background experience is extensive having worked for one of the big three international accounting firms, large multi nationals, listed New Zealand companies and SMEs. His experience includes positions in USA, United Kingdom and Fiji. In New Zealand he has also owned and operated a variety of businesses. His current ambition is to provide a ‘hands on’ experience for his wide range of clients ensuring they are provided with the best possible advice available.
