As a Financial Adviser I am extremely passionate about helping clients attain mortgage freedom by assisting them repay their mortgages in less than 10 years. Saving clients thousands of dollars in interest and gaining many years of financial freedom.

I have assisted many clients with Purchasing Homes, Re-financing, Debt Consolidation and Wealth Creation. Whilst also ensuring they are protected from life’s unforeseeable events through Family Protection Planning or Asset Protection Planning.

I have been in the industry since 1995 where I began my financial career working for one of the major banks for 13 years, before starting SMART in 2007.

I have many years of experience in the financial services industry and have attained the National Certificate in Financial Services Level 5 and have been trained by FinCap as a Financial Mentor. 

I regularly complete training, attend development days and conferences to keep up-to-date with the latest information to ensure my advice to clients is current.

 

I am committed to helping my clients protect themselves and their families should any unforeseeable events occur in their lives, so they can be confident that their family’s financial future is secure.

Over the years I have personally helped many clients with their claims resulting in thousands of dollars being paid, when they needed it most.

I assist clients with Money Management through the SMART Four Steps Programme to help them get out of debt fast and start achieving their dreams.

I joined SMART in 2013 with a focus on Personal Insurance, KiwiSaver and Money Management.

I have completed the New Zealand Certificate in Financial Services – Level 5 and have been trained by FinCap as a Financial Mentor.

I regularly complete training, attend development days and conferences to keep up-to-date with the latest information to ensure my advice to clients is current.

I joined SMART in 2018 after 10 years working for a major entertainment group in New Zealand.

With great passion for helping people and families to achieve their financial goals, I like to go the extra mile to help them make better use of their money. I believe better financial decisions can be made when assisted by the right Adviser, even with a small budget, “it’s all about having a plan and sticking to it”.

I was born in Sao Paulo, Brazil. My educational background includes a Degree in Business and Finance, and a Post Degree in Marketing. I have worked for Peugeot, DHL, a major Brazilian bank, event companies and even for a circus – always in finance and customer related positions.

I moved to London in 2004 where I met a Kiwi girl who stole my heart. In 2008 I moved to New Zealand in pursuit of the Kiwi dream and of course that same Kiwi girl! Since then, I married her and we have two children together. We bought our first family home in West Auckland. I became a New Zealand citizen in 2016, something I’m really proud of.

I love outside activities, the surf and taking the family on bike rides and picnics. I’m a big All Blacks and Warriors fan and after 10 years, I can finally say I understand and enjoy watching cricket. Music plays an important part in my life too. I love to play percussion, collect records and play them on my weekly radio show on Base Fm.

I’m a Financial Adviser specialising in Mortgages, and have completed the National Certificate in Financial Services – Level 5.

I am a member of Newpark Financial Services and NZMA.

You can contact me on 021 029 24295

I joined the team at SMART in 2020 after initially meeting Rohit and Sangita at a seminar helping kiwis to repay their debts faster. I was captivated by their willingness to help others by educating them to do their everyday life better, so after nearly 12 years in a financial institution and 8 months with a brokering firm, I had finally found a team who had the same passion and integrity as I did.
I’m a kiwi with overseas roots. I grew up in Wellington, moving to Auckland shortly after my 18th birthday and I have been here ever since. I am engaged to the man of my dreams, we have two children and have set up camp on the outskirts of South Auckland.

I love to travel, given the chance I would be on an aeroplane tomorrow, exploring what the world has to offer. My family are extremely important to me and spending time with them is a priority.

I’m a Financial Adviser specialising in Mortgages and I have completed the National Certificate in Financial Services Level 5. I’m focused on getting the best deal that is tailored to your specific needs.

Feel free to contact me to discuss how I can assist you.

I joined SMART in 2018 after working as a customer service representative at a business process outsourcing company for 2 years. I perform administrative duties, management, and general tasks.

Since having my eldest son, working away from home has been the hardest. When I met Rohit, Sangita, and Menchie,and now Lucas, and started working for them, I feel incredibly fortunate to have been able to find work I can do from home all these years.

Working at SMART has been fulfilling because as much as I love being a mum, I can still continue having a career and work with insurance and mortgage professionals.

I am also a tattoo artist, and whenever time is permissible, you’ll probably find me surfing on the beach!

You can contact me at winiata@smartbrokers.co.nz