Capital Advice

mortgage broker — Thorndon · Wellington

About Capital Advice

Capital Advice is a mortgage and insurance brokerage based at 344 Tinakori Road, Wellington, offering free, personalised advice to help clients buy a home and protect their family and assets. The business describes itself as having over 70 years of collective experience (stated elsewhere on the site as more than 75 years), built up across its team of advisers.

The team includes mortgage advisers Kit Jackson, Gareth Humpreys, Richard Christensen, and Caleb Rikihana, alongside Risk Insurance Adviser Stu Crowther. Together they cover home loans for first-home buyers, refinancing, investment property, and construction, plus a full range of personal insurance (life, mortgage repayment, income protection, health, total and permanent disability, and trauma insurance) and business risk insurance (business continuation, key person cover, shareholder protection, and group insurance).

Capital Advice works with an extensive network of lenders across New Zealand to negotiate competitive terms, and states that its service is 100% free to clients. Beyond Wellington, the business also serves Lower Hutt, Upper Hutt, and Masterton, and offers ongoing support even after a mortgage has settled or an insurance policy is in place.

Capital Advice: Mortgage and Insurance Brokers in Wellington

Capital Advice is a Wellington-based mortgage and insurance brokerage operating from 344 Tinakori Road, built around more than 70 years of collective experience among its advisers. The business positions itself as a specialist guide through the process of buying a home and protecting family and assets, offering free, personalised, and tailored advice.

Mortgage Advice for Every Stage

Capital Advice's mortgage brokers work across the full range of borrower needs — from first-home buyers who need step-by-step guidance on deposit requirements and loan structures, through to refinancing for better terms, investment property mortgages structured to maximise returns, and construction loans for those building or renovating. The team stays current with policy changes, economic data, and regulations so they can negotiate competitive rates on a client's behalf, drawing on an extensive network of lenders across New Zealand.

A Team of Specialist Advisers

The brokerage's advisers include Kit Jackson, Gareth Humpreys, Richard Christensen, and Caleb Rikihana on the mortgage side, and Stu Crowther as Risk Insurance Adviser. Each brings their own direct contact details, and clients working with Capital Advice can expect a personalised process: an initial consultation to understand your goals, a tailored loan search across multiple lenders, clear explanations of every mortgage detail, support through the application and approval process, and ongoing support even after your loan is drawn down.

Insurance to Protect What Matters

Beyond mortgages, Capital Advice offers a full suite of personal insurance products, including life insurance, mortgage repayment insurance, income protection insurance, health insurance, total and permanent disability insurance, and trauma insurance — each designed to protect a client's income, family, and lifestyle. For business owners, the brokerage also offers business risk insurance, covering business continuation insurance, key person cover, shareholder protection insurance, and group insurance.

Serving Wellington and Beyond

While based in Wellington, Capital Advice also serves Lower Hutt, Upper Hutt, and Masterton, and notes it can assist clients looking to invest or buy in major cities across New Zealand, or anywhere in the world. The business emphasises building lasting relationships with clients, continuing to offer support and advice well after a purchase has settled.

Getting in Touch

Capital Advice's service is 100% free to clients. The brokerage can be reached on 04 495 5903 or by email at [email protected], with its office located at 344 Tinakori Road, Wellington, 6011, New Zealand.

Signature items

  • First-Home Buyer Loans
  • Refinancing
  • Investment Property Mortgages
  • Life Insurance
  • Business Continuation Insurance
  • Free Consultation

Menu

Mortgage Services

  • First-Home Buyer Loans — Guidance on deposit requirements and loan structures for first-time buyers
  • Refinancing — Exploring options to lower your interest rate or adjust repayment terms
  • Investment Property Mortgages — Loan structure advice to help maximise returns on investment properties
  • Construction Loans — Specialist support for building or renovation projects

Personal Insurance

  • Life Insurance — Customised policies for family financial security
  • Mortgage Repayment Insurance
  • Income Protection Insurance — Safeguards your income and lifestyle
  • Health Insurance
  • Total & Permanent Disability Insurance
  • Trauma Insurance

Business Risk Insurance

  • Business Continuation Insurance
  • Key Person Cover
  • Shareholder Protection Insurance
  • Group Insurance

Frequently asked questions

What services does Capital Advice offer?
Mortgage advice (first-home buyer loans, refinancing, investment property mortgages, construction loans) and a full range of personal and business risk insurance.
Is Capital Advice's service free?
Yes, the business states its service is 100% free to clients.
Who are the advisers at Capital Advice?
Mortgage advisers Kit Jackson, Gareth Humpreys, Richard Christensen, and Caleb Rikihana, and Risk Insurance Adviser Stu Crowther.
What areas does Capital Advice serve?
Wellington, Lower Hutt, Upper Hutt, and Masterton, with the ability to assist clients buying or investing in other major NZ cities or overseas.
What types of mortgages can they help with?
First-home buyer loans, refinancing, investment property mortgages, and construction loans.
What insurance products does Capital Advice offer?
Life, mortgage repayment, income protection, health, total and permanent disability, and trauma insurance for individuals, plus business continuation, key person cover, shareholder protection, and group insurance for businesses.
Where is Capital Advice located?
344 Tinakori Road, Wellington, 6011, New Zealand.

Tips

  • {"body":"Advice is offered free of charge, so there's no cost to reaching out and discussing your situation.","title":"Take advantage of the free consultation"}
  • {"body":"The team offers step-by-step support for first-time buyers, including deposit requirements and paperwork.","title":"Ask about first-home buyer guidance"}
  • {"body":"If you already have a mortgage, ask about refinancing to potentially lower your rate or adjust repayment terms.","title":"Check in on refinancing options"}
  • {"body":"The relationship continues after your loan is drawn down, including future loan reviews and rate updates.","title":"Expect ongoing support after settlement"}

Good to know

  • {"payments":"Service is stated as 100% free to clients"}