Honest, independent mortgage and insurance advice.
Moneybox is a team of experienced advisors committed to securing the best lending and insurance solutions for you, your family and your business.
Our focus is on property and protection – helping you find the most efficient financing arrangements and making sure you and your assets are properly protected.
The Moneybox core values.
This is more than a financial transaction
At Moneybox, our focus is first and foremost on you, the client. We take the time to gain a clear understanding of what stage of life you’re at, what’s important to you and your family, what you want for your future, and what might be worrying you. While borrowing money or purchasing insurance can be stressful, you can rest assured that you’re in safe hands with your Moneybox advisor.
We’re there for you when you really need us
When you need us, we’re just a phone call away. We understand that when it comes to securing financing, buying a property or negotiating insurance, things happen quickly and circumstances can change unexpectedly. Your Moneybox advisor works on your behalf, liaising with trusted financial partners to make sure you get the best deal when you need it.
Providing all the information you need, and then some
There is no such thing as too much information when it comes to mortgages and insurance. What you need, however, is someone you trust to help decipher all of that data and information to turn it into useful insights. Your Moneybox advisor will help you make informed decisions, and will keep you up-to-date of any changes we now are coming from the lenders and insurance companies.