Threefold Group
Threefold is a specialist mortgage, insurance and KiwiSaver advisory firm. Our advisers are here to help our clients achieve their financial aspirations and protect their future by providing clear, straightforward and tailored mortgage, insurance and KiwiSaver advice. What makes us different? We see a client’s financial life as a connected whole, where each piece matters. Our expert advisers work in sync to provide our clients with comprehensive advice on how best to achieve their financial goals and safeguard their hard-earned assets. Our People Threefold brings together an experienced team of specialist mortgages, insurance and KiwiSaver advisers. We provide exemplary service and outstanding results. Each member of the team has been handpicked for their shared values and uncompromising commitment to delivering optimal outcomes for clients. Who do we work with? Simple – we work with you! Whether you are a first home buyer, existing mortgage holder, experienced investor or someone looking to protect or grow their assets, we can help. Most of our work is driven by word of mouth and that's the way we like it. Our reputation is defined by every relationship we build. Our clients expect excellence and that’s what we deliver; smarter solutions, better rates and structures, more informed mortgage, insurance and KiwiSaver advice, alongside outcomes you can truly depend on. Interested in finding out more? Free financial health check If you are interested in finding out more, we offer a free financial ‘health check’ consultation with one of our specialist mortgage, insurance or KiwiSaver advisers. To book your appointment, click here: https://threefold.co.nz/mortgages/mortgages-contact/
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Verified contacts
12
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- BS
Bruce Sayer
Mortgage Broker · Finance & Accounting
EmailPhone - CI
Coral Ingley
Qa and Compliance Officer · Finance & Accounting
EmailPhone - LP
Lance Pooley
Fire & General Broker Consultant · Other
EmailPhone - MB
Matt Bowden
Financial Adviser · Finance & Accounting
EmailPhone - MW
Michelle Wilson
Mortgage Adviser · Finance & Accounting
EmailPhone - SM
Sharon McAlister
Insurance Adviser · Sales & Business Development
EmailPhone - VG
Verona Graham
Insurance Adviser Support · Operations
EmailPhone - BA
Bridget Allen
Chief Marketing & HR Operations Officer · Other
EmailPhone - JM
Jonathan Michell
CEO Founder Financial Advisor · Other
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Threefold Group
12 distinct titles indexed · top 10 shown.
- 1ceo founder financial advisor
- 1chief marketing & hr operations officer
- 1chief operating officer
- 1financial adviser
- 1financial advisor
- 1fire & general broker consultant
- 1independent financial advisor
- 1insurance adviser
- 1insurance adviser support
- 1mortgage adviser
- +2more titles
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