We speak your language — and help you make smart money moves.
Whether you’re buying your first home, reviewing your insurance, or getting your KiwiSaver sorted, our advisers are here to guide you — no jargon, no pressure, just real advice.
Anita blends financial expertise with deep community roots. She holds degrees in finance and accounting from both Nepal and New Zealand, with over 10 years of experience in sales and coaching. Fluent in English and Nepali, Anita is passionate about helping people succeed -whether it’s through smart mortgage advice or volunteer work in the Nepalese community. She also has a soft spot for heist series and cultural exchange.
Charlie brings 20 years of industry experience from major banks like ASB, Kiwibank, and ANZ -now putting his expertise to work at Innovest. He specialises in mortgages and insurances. Fluent in English and comfortable in French (and a cheeky bit of Portuguese), Charlie is a dog-loving, yacht-sailing adventurer who genuinely cares about getting it right for every client.
Charlie crafted a bespoke insurance arrangement for us that was praised by on the insurers as truly innovative. And he’s a nice guy too!
If I could give more than 5 stars, I would! Charlie made the process absolutely seamless. He was informative, easy to talk to, and so personable! A huge thank you to Jessa too, who went out of her way to make sure we got everything we needed, and kept us updated every step of the way.
We cannot thank Innovest enough for helping us with our mortgage/insurances etc. Something that is often stressful, was made so easy. If you're stuck on who to go with, then we 1000% recommend giving them a call, you won't regret it!
We can’t rate Charlie and the team at Innovest highly enough. We purchased a new house and moved all our insurances around. Charlie made sure we knew exactly what was happening though each stage or our journey and really made all of the complicated financial world really simple and straightforward while really getting to the heart of what we wanted to achieve. Nothing was ever a problem or too much trouble and we could just tell straight away that Charlie genuinely cared about looking after us and finding the right combinations of solutions for both mortgage and insurances.
Charlie, thank you so much for everything we’re really grateful for you and all your help and support.
As the founder of INNOVEST with nearly 20 years experience in the industry, Danny still loves what he does! Passionate about helping people make smart, confident choices in mortgages, loans, and insurances. He’s fluent in English, Hokkien, Malay and works with clients from all corners of New Zealand (thanks to Teams and trusty Wi-Fi!). Danny’s known for being easy to talk to and genuinely focused on what matters to his clients. Danny’s secret to staying sharp? Coffee, sunshine and travel adventures with the family. That's how he rolls!
We greatly appreciate the consistent communication, support and follow up we have been receiving from Innovest for almost 10 years now. Ever since we have been with them, they have supported us through out our journey buying our first home and around our family Insurance cover policies. We are so glad to have had the guidance of Danny through out the years with the help of Jo. It is with utmost gratitude that we got our Partners Protection Plan - amongst others covered in our insurance policy. This decision is life saving after I had and survived my stroke. The benefits we have received is truly helping support me and my family. We are all recuperating from this life changing event with less worries and anxiety. I feel safe having assurance my family and myself are going to be alright until I get back to working again. Thank you so much Innovest, Danny and team. God bless and continue the good work that you bring, making a huge significance in the lives of others if not their families.
I have been with Innovest since Danny started this business. The service is absolutely fantastic and tailored to suit individual needs and they have some good recommendations and suggestions on how to get the best outcomes for your family. A very switched on team that works for you and grows with you.
Awesome service! Danny knows exactly what you need to do to save money on your mortgage. I'm glad that I got to know Innovest and its service. I highly recommend to anyone who's planning to buy a new house.
Merlou has helped hundreds of clients - especially in the Filipino community - secure mortgages, protect their families with insurance, and grow their KiwiSaver. With over a decade of financial advice experience and a strong background in sales and marketing, Merlou is known for building trust and helping clients feel confident in their financial choices. Outside of work, she’s a family woman, food explorer, and coffee lover.
Rachel combines 30 years of international client service experience with a sharp focus on KiwiSaver and mortgage support. She’s passionate about helping clients optimise their retirement savings and is a valued support to Innovest’s mortgage team. Fluent in English, Mandarin, and Bahasa Malaysia, Rachel is a seafood enthusiast and drama binge-watcher with big plans to see the world.
With over 13 years of experience, Randy specialises in insurance and mortgage solutions tailored to individual goals. Fluent in English, Mandarin, Cantonese, and Malay, he’s all about helping clients make smart, confident financial choices. When not advising his clients, Randy is off exploring new places—a hobby that keeps him inspired and grounded in his work.
We had the pleasure of working with Randy and Jonathan as first-time home buyers as well us for our insurances, and we couldn’t be more grateful for their exceptional service. From the very beginning, Randy was incredibly helpful, patient, and always happy to explain things in detail. As we were unfamiliar with the process, his guidance made all the difference. Randy, our finance adviser, was thorough and professional, while his PA, Jonathan, was always on top of things and ensured everything ran smoothly. They were always on time, responsive, and available whenever we needed assistance. No matter the question or concern, they were quick to help and made sure we felt supported every step of the way. Thanks to their dedication and expertise, our home-buying experience was stress-free and enjoyable. We highly recommend Randy and Jonathan to anyone looking for a reliable and knowledgeable team.
I worked with Randy Lo, a financial advisor of INNOVEST. Randy helped me with buying two properties in the last two years, and he always delivers excellent services as well as valuable advices. He's very responsive to questions and requests, with knowlegable answers and solutions. I am very happy with Randy's services and would highly recommends him. Updared on 01/11/2024: Randy just helped me with my third house. Awesome
Randy and the team were great. As a first home buyer I had a lot of questions and Randy always helpful and informative.
With a healthcare background and more than 7 years in financial advice, Rex blends empathy with expertise. He specialises in mortgages, personal loans, and insurance, and is fluent in English and Tagalog. Formerly the reserved type, he’s now beloved by his clients for his genuine, friendly approach and clear communication. When not helping clients, you’ll find Rex smashing birdies on the badminton court or bonding with his dog Kiko.
A huge thank you to the team at Innovest, especially Rex Gannaban, for helping us through our home journey. Rex was super easy to work with—always approachable, quick to respond, and genuinely helpful. The whole process felt way less stressful thanks to his guidance and clear advice. We really appreciated having someone in our corner who knew the ins and outs and made sure everything stayed on track. Highly recommend Rex if you're looking for a reliable, down-to-earth mortgage broker!
With a background in accounting, Roma brings a unique analytical lens to her work as a mortgage adviser. She’s also a small business owner with a sharp focus on customer service and smart lending solutions. Originally from the Philippines and now based in South Auckland, Roma is fluent in English and Filipino—and has a need for speed when it comes to Formula 1.
I am writing to express my sincere appreciation for the excellent assistance provided by Roma and Sharmaine during our recent home loan refinancing application. Roma was particularly helpful throughout the entire process. She patiently guided us, presented well-researched options, and clearly demonstrated a strong understanding of our needs. We especially appreciated her patience in addressing all of our questions and concerns. Based on our positive experience, we would highly recommend Roma for her outstanding service and expertise.
Our home-buying journey was smooth and stress-free, thanks to the incredible support of Romalyn Buking. Despite being relatively new to her role, she proved to be an outstanding broker. Romalyn was highly responsive to all our inquiries, always ensuring she provided accurate and thoughtful answers. Her professionalism was impressive, and we wouldn’t hesitate to recommend her to any friends planning to purchase a home. Thank you so much, Romalyn, for helping us achieve our dream of owning the perfect home. Cheers and blessings to you!
With a background in accounting and finance and with over 20 years as a business owner, Sharon offers calm, clear KiwiSaver guidance. She speaks English and Malay and loves connecting over coffee. Whether she’s helping clients plan for retirement or enjoying a walk, Sharon brings warmth, reliability, and a passion for supporting others’ financial futures.
Sharon Chew is such an awesome adviser, she has explained everything about our KiwiSaver, she answers all our questions promptly and always gets back to us on all the latest updates. Thank you very much Sharon! will definitely recommend Innovest to my friends.
Good company and good service provided, especially by financial adviser Sharon Chew. Highly recommended. A++++
Thanks to Sharon Chew for being so helpful in the process. Very approachable and take her time in answering queries. We are happy switching to generate.
With a disciplined upbringing and strong work ethic, Vinit specialises in mortgage lending and risk insurance. He’s spent his entire financial career at Innovest, helping first home buyers and investors alike. Fluent in English and Hindi, and conversational in several other Indian languages, Vinit takes pride in tailoring solutions that work. Off the clock, he enjoys sports, travel, and time with family and friends.
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At Innovest, we are passionate about delivering excellent financial advice which helps NZ individuals and families reach their full financial potential. We understand that everyone has different goals and needs, helping each client navigate financial hurdles and maximise their returns on a case-by-case basis.
We specialise in helping first-time buyers purchase their homes, simplifying the deposit and loan structure to educate clients so they can make an informed decision.
We offer complete insurance advice for local homeowners, pairing you with the best deal for your requirements and preparing you for unforeseen circumstances.
Find out how small amounts put away can return big dollars later.
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Please give us a call, drop us an email or fill out the contact form and we’ll get back to you.
Please give us a call, drop us an email or fill out the contact form and we’ll get back to you.
Find out how small amounts put away can return big dollars later.
