Top Advisers winners each settled at least $50 million in home loans
NZ Adviser has unveiled its ninth annual list of the leading mortgage advisers in New Zealand, recognising 94 high-performing professionals who collectively settled $8.3 billion in residential loans from 1 March 2024 to 28 February 2025.
The Top Advisers 2025 report ranks mortgage advisers by the total value of residential loans they settled over the 12-month period, with each adviser recording a minimum of $50 million in verified settlements. Aggregators confirmed all figures, and only fully verified results were included.
2025: A year of rapid growth
Despite affordability challenges, cautious buyers, and tight lending conditions, the top advisers blazed a trail in 2025, growing their market share while adapting to regulatory change and digital transformation. The year saw the completion of the final phase of the Anti-Money Laundering/Countering Financing of Terrorism (AML/CFT) Act, alongside the introduction of risk-rating guidance for compliance obligations.
Leigh Hodgetts, country manager of FAMNZ, said the results showed how advisers continued to prove their value in a shifting market.
“Far too many Kiwis still don’t understand what mortgage advisers do or the value we offer,” Hodgetts said. “This challenge can only be overcome if the industry works together, and each adviser can help build financial literacy by not only providing great service but also providing clients with a deeper understanding of their journey and the advantages to consumers of using their services.”
Key patterns in the data
The results point to a healthy and expanding mortgage market, especially at lower price points:
- Rapid growth – Both the total value and number of loans written by top advisers rose sharply in 2025, outpacing 2023–24 trends.
- Smaller average loan sizes – Growth was driven more by volume than by larger loans, with the median loan size at $1.64 million.
- Client demand rising – Activity was particularly strong among first-home buyers and those seeking smaller loans.
Trusted advice driving demand
According to FAMNZ’s Consumer Access to Mortgages 2024 report, nearly half of new mortgages in the 12 months to July 2024 were arranged through a mortgage adviser, up from 35% historically. Trust, satisfaction, and financial literacy were key reasons consumers gave for choosing the adviser channel.
Shanks said the top performers stood out for:
- Leadership grounded in long-term client relationships
- Strong adviser and referral networks
- Advanced compliance, CRM, and digital tools
- Scalable processes without sacrificing service quality
2025 Top Advisers
Among the Top Advisers 2025, these standout professionals each settled more than $50 million in residential loans and are featured in the special report:
- Scott Jackson – Mike Pero Mortgages – Nelson & Tasman
- Supreet Mahey – Mike Pero Mortgages
- Alexander McAlpine – Vega
- April Hastilow – Factor Financial
- Brock Shute – The Mortgage Advice Company
- Claire McArthur – SHARE NZ – The Advisory
- Connor Ward – Financing Futures Ltd
- Debbie Reed – Loan Market
- Jaz Bedi – THE MORTGAGE & LOAN GURU
- Linda Eagleton – Loan Market
- Sandeep Khanna – Sandeep Khanna Mortgages
- Zhiyang Cheng – mortgagehq
Methodology
In April 2025, NZ Adviser invited nominations for its ninth annual Top Advisers list. Advisers were required to submit their total residential loan settlements between March 1, 2024 and Feb. 28, 2025, along with aggregator contact details for verification. Only advisers with a minimum of $50 million in settled residential loans were eligible. Figures were verified by aggregators before final rankings were confirmed.
View the complete list of this year’s winners in the NZ Adviser Top Advisers 2024 special report.
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