Julia Berner Broker Intel is a New Zealand financial services practice offering "Personal Efficient Financial Solutions" across mortgages, personal risk and health insurance, KiwiSaver, and financial planning. Julia Berner works with clients whether they're first-time homebuyers, refinancing, or looking to invest, and helps safeguard clients and their families with life insurance, income protection, and critical illness cover.
A distinctive part of the practice is Financial Therapy — an approach that integrates financial planning with therapy to address both the practical and emotional sides of money, aimed at people who feel their finances are "more of a juggling act than a victory lap." The practice also helps clients optimise their KiwiSaver contributions and build personalised financial plans covering budgeting, debt management, retirement planning, and investment strategies.
Julia Berner offers a free consultation to discuss financial goals, publishes a blog (Broker Insights) covering various financial topics, and can be reached by phone, email, or through social media.
Julia Berner Broker Intel positions itself around a simple idea: personal, efficient financial solutions for people who feel their finances are more of a juggling act than a victory lap. Rather than treating mortgages, insurance and KiwiSaver as separate, isolated decisions, the practice takes a broader view of a client's financial life.
On mortgages, Julia Berner helps clients find the right solution whether they're a first-time homebuyer, refinancing an existing loan, or looking to invest in property. On the protection side, Personal Risk & Health Insurance covers life insurance, income protection, and critical illness cover, aimed at safeguarding clients and their families. KiwiSaver support focuses on optimising contributions and helping clients make informed investment decisions for the future, while Financial Planning builds a personalised plan around each client's goals, risk tolerance and needs — covering budgeting, debt management, retirement planning, and investment strategies.
What sets the practice apart is its Financial Therapy offering, which integrates financial planning with therapy to address both the practical and emotional sides of money. The pitch is direct: confusing mortgage options, lagging KiwiSaver, and dreading insurance choices can leave people feeling overwhelmed, and this approach is designed to work through both the numbers and the feelings that come with them.
Julia Berner describes a holistic approach that blends financial planning with therapeutic support, personalised guidance that takes time to understand each client's unique situation, and ongoing support as a client's financial needs evolve over time. It's framed less as a one-off transaction and more as an ongoing relationship.
Prospective clients are invited to book a free consultation to discuss their financial goals and explore how Julia Berner can help. Beyond one-on-one advice, the practice also publishes Broker Insights, a blog with articles and resources on various financial topics, for anyone wanting to do some reading before booking a call.
Julia Berner can be reached by phone at 020 4156 0804 or by email at julia@brokerintel.net, and the practice maintains a presence on both Facebook and Instagram.