Sally Lindsay
- Indexed articles, last 90 days
- 14
- Latest publication
- Sep 29, 2026
- Outlet visibility, for Goodreturns
- Top 5M sites
- Earliest in this view
- Jul 6, 2026
Latest articles
GoodReturns | NZ’s financial adviser news-item centre (opens the original)
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Mortgage advisers don’t need to spend thousands of dollars on AI and advertising to run a successful business, Mikey Smith, Guardian Smith founder says. After a stint as car rental business owner, Smith came into the sector firstly as a NZFSG salaried mortgage adviser before setting up his own business, which now has 60 advisers nationwide giving advice on mortgages, insurance and KiwiSaver. He says while the country has been in a three year recession and mortgage advice activity has not been at
GoodReturns | NZ’s financial adviser news-item centre (opens the original)
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Tella has rolled out a major technology upgrade for its specialised mortgage and finance CRM platform MyDash, in a bid to become an industry leading advice platform. Dubbed MyDash v2, the enhanced CRM has built-in document management, Docusign, a note taker along with form filling, record keeping and integrations with Quotemonster and Akahu. In the next few months investment advice tools, quality assurance, commission management and more will be added to the system. Originally built as a consume
GoodReturns | NZ’s financial adviser news-item centre (opens the original)
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If re-elected National will widen access to the Kāinga Ora First Home Loan scheme to buyers earning up to $300,000 combined, while New Zealand First is opting for a shared equity scheme. Under National’s proposal eligible first home buyers to will able to purchase a home with deposit as low as 5% rather than the standard 20%. If buyers take part in New Zealand First’s scheme the Government will own a percentage of the property alongside the buyer. The homeowner could potentially buy the Governme
GoodReturns | NZ’s financial adviser news-item centre (opens the original)
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NZFSG is calling out banks for undercutting mortgage rates quoted by advisers, setting up a channel conflicts register as lenders fight harder for borrowers in a slowing market. As the market nose dives, NZFSG chief executive and managing director Bruce Patten says advisers are getting calls from clients who have been directly phoned by bank staff offering interest rates 0.1% below the quote they have given a client. In other instances an adviser has locked in a rate for a client refixing their
GoodReturns | NZ’s financial adviser news-item centre (opens the original)
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ANZ says with house prices likely to remain flat or edge slightly down in the near term, the decision facing mortgage advisers is whether clients take out the longer fixed rates or opt for a series of one-year back-to-back fixes. The bank says there isn’t much difference in cost across two-year to five-year rates, with the mortgage curve basically flat at 5½% for two-years and out, in its latest Property Focus. (See attached at bottom of this article). It’s more a question of whether locking in
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