Trio Group is a mortgage and insurance adviser at Level 11, 94 Dixon Street in Te Aro, Wellington. Its principal, Beverley Davies, has more than 25 years' experience in the mortgage and insurance industry. The firm says it has access to over 30 mainstream and specialist financial providers, and it offers alternative options for clients who do not meet bank lending criteria. Advice starts with a sit-down conversation about each client's circumstances, which leads to a recommended home loan package.
The firm's stated services include help for first home buyers, who can need as little as a 5% deposit with up to 95% lending for approved borrowers. It also advises on upgrading to a second home without selling the first, and on investment property purchases with as little as 20% equity or cash, where the website says options are available below 30% equity. Open Locally counts one other financial consultant within a kilometre, Velocity Financial, 0.8 km away, which has no rating.