Jo Vivian - LifeDirect Mortgages

mortgage_broker — Petone · Lower Hutt

About Jo Vivian - LifeDirect Mortgages

LifeDirect is a New Zealand online insurance comparison and financial services platform, letting customers compare quotes across life, health, income protection, house & contents, trauma, mortgage, car and pet insurance, as well as compare KiwiSaver schemes. Alongside comparison tools, LifeDirect Mortgages runs a dedicated mortgage advisory team helping customers with home loans, refinancing, investment property and business or commercial lending.

The mortgage advisory team includes Dan Bailey, Clifford Lawson, Teresa Payne, Callan Talbot, Jorja Woodward, Bridie McKendry and Stephen Robinson, each bringing a background in banking, finance or mortgage broking, alongside Client Services Managers Chanell Reynolds, Sarah Weaver and Rebecca Wylie, and Operations Specialist Rachel Goldsbury. Teresa Payne specifically services Wellington, Lower Hutt, Kapiti, Wairarapa and surrounding suburbs.

LifeDirect provides tools including a mortgage calculator and mortgage rates page, and customers can enquire through an online form (choosing a specific adviser or 'Anyone') or call the team directly. The site currently features a 'Win 100% cashback' competition.

LifeDirect: Compare Insurance and Get Mortgage Advice in New Zealand

LifeDirect operates as a New Zealand online platform for comparing insurance and getting mortgage advice, bringing life insurance, health insurance, income protection, house & contents insurance, trauma insurance, mortgage insurance, car insurance and pet insurance quote comparisons together in one place, alongside a KiwiSaver scheme comparison tool.

An award-winning mortgage advisory team

LifeDirect Mortgages is staffed by a team the site describes as "award winning." Dan Bailey, with 14 years in NZ banks and 6 years as a Mortgage Adviser with Loan Market, focuses on financing new homes, business, commercial and investment property. Clifford Lawson brings over 20 years of banking experience with an emphasis on relationship management, while Teresa Payne — a 2018 Loan Market Client Services Manager of the Year for New Zealand — services Wellington, Lower Hutt, Kapiti, Wairarapa and surrounding suburbs. Callan Talbot has over 24 years in banking and finance, with recent experience in Property Finance, and Jorja Woodward brings 20 years across banking, real estate and mortgage broking, with a focus on home buying and residential investment. Bridie McKendry, coming up to 20 years in the industry, takes a down-to-earth approach aimed particularly at first home buyers, while Stephen Robinson, who began his banking career in 1999, works across home lending, business and commercial finance, with a focus on securing suitable borrowing solutions and reducing debt faster.

Support behind the advisers

Behind the advisory team, LifeDirect Mortgages has Chanell Reynolds as Client Services Manager Team Lead, Sarah Weaver and Rebecca Wylie as Client Services Managers, and Rachel Goldsbury as an Operations Specialist — the team handling the day-to-day support around each mortgage application.

Tools to help you plan

Beyond one-on-one advice, LifeDirect provides self-service tools including a mortgage calculator and a mortgage rates page, letting customers get a sense of numbers before reaching out. Enquiries can be submitted through an online form, where customers specify what they're looking to do — buying a first home, buying to live in, buying an investment property, refinancing, or something else — and can request a specific adviser or select "Anyone."

What customers say

LifeDirect features five-star customer reviews on its site naming specific advisers, including Dan Bailey and Bridie McKendry (described as helping first home buyers navigate the process and avoid an "unprofessional individual"), and Clifford Lawson and his team (described as going "out of their way to make financing as easy as possible").

Getting in touch

For a quick response, LifeDirect highlights a direct phone line — 0800 562 665 — for anyone who wants to talk to someone immediately rather than filling out the online enquiry form. The site is currently also running a "Win 100% cashback" promotion, alongside its usual range of insurance comparison and mortgage advisory services.

Signature items

  • Mortgages
  • Life Insurance
  • Health Insurance
  • KiwiSaver Schemes
  • Car Insurance
  • Cashback Competition

Menu

Insurance Comparison

  • Life Insurance — Compare life insurance quotes
  • Health Insurance — Compare health insurance quotes
  • Income Protection — Compare income protection quotes
  • House & Contents Insurance — Compare house & contents insurance quotes
  • Trauma Insurance — Compare trauma insurance quotes
  • Mortgage Insurance — Compare mortgage insurance quotes
  • Car Insurance — Compare car insurance quotes
  • Pet Insurance — Compare pet insurance quotes

Mortgages & Investing

  • Mortgages — Mortgage advisory service, including rates page and calculator
  • KiwiSaver Schemes — Compare KiwiSaver scheme options

Frequently asked questions

What services does LifeDirect offer?
Insurance comparison (life, health, income protection, house & contents, trauma, mortgage, car, pet), mortgage advisory services, and KiwiSaver scheme comparison.
How can I talk to a mortgage adviser?
Call 0800 562 665, or fill out the online enquiry form and select a specific adviser or 'Anyone'.
Who are LifeDirect's mortgage advisers?
Dan Bailey, Clifford Lawson, Teresa Payne, Callan Talbot, Jorja Woodward, Bridie McKendry, and Stephen Robinson.
Does LifeDirect help first home buyers?
Yes, several advisers specifically mention helping first home buyers, including Jorja Woodward and Bridie McKendry.
Is there a promotion currently running?
Yes, a 'Win 100% cashback' competition is advertised on the site.
Does LifeDirect offer a mortgage calculator?
Yes, a mortgage calculator and a mortgage rates page are both available.
What areas do LifeDirect's advisers cover?
Teresa Payne services Wellington, Lower Hutt, Kapiti, Wairarapa and surrounding suburbs; other advisers aren't tied to a specific region in the site content.

Tips

  • {"body":"Call 0800 562 665 if you want to talk to someone right away.","title":"Call for a quick response"}
  • {"body":"The enquiry form lets you choose a specific mortgage adviser, or select 'Anyone'.","title":"Pick a specific adviser if you have a preference"}
  • {"body":"Check the mortgage calculator and current mortgage rates before you enquire.","title":"Use the mortgage calculator first"}
  • {"body":"LifeDirect is currently running a promotion offering a chance to win 100% cashback.","title":"Ask about the cashback competition"}