Shareholder Protection
Ensure the business succession plan is executed if a shareholder needs to exit the business due to illness, injury, or death.
Shareholder Protection provides funds for the remaining shareholder to buy out the share of the exiting shareholder. This enables the remaining shareholder to retain control of the business without having to obtain a loan or sell assets.
We partner with a wide range of mortgage lenders and insurance providers, giving you more choices and financial solutions.
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Have questions or want to speak with an adviser about your goals? Book a time that suits you and one of our friendly team will be in touch.
Over 370 5-star Google reviews
With SWIFT you're more than a client - we're your partner for life helping you make your long terms financial dreams reality.
But don't just take our word for it. See some of our 5-star reviews below and many more here.
Great experience refixing my mortgage with Swift
Izaz took time to look through my finances together & suggested a tailored plan to enable me to pay my mortgage faster. Great one to one service, prompt communication & was always happy to expain terminology & answer my questions.
Shahvir also looked through my Kiwisaver & put me on a new plan with better projected returns. I wouldn't go anywhere else.
Great experience refixing my mortgage with Swift
Izaz took time to look through my finances together & suggested a tailored plan to enable me to pay my mortgage faster. Great one to one service, prompt communication & was always happy to expain terminology & answer my questions. Shahvir also looked through my Kiwisaver & put me on a new plan with better projected returns. I wouldn't go anywhere else. See more
Cthulhu Rising
This was my first time buying a house,
and I couldn’t have done it without the help of Meysum Shafahi. He was incredibly helpful with all my questions, no matter how small the details were. From the very first day, he was kind, patient, and approachable. I could call him anytime, regardless of the hour, and he was always willing to help. Meysum made the whole process much easier and less stressful for me. See more See more
Neeta Krishnan
We had the pleasure of working with Ranjana
during a very stressful time when we had received some bad advice and needed to settle on our purchase. Ranjana can only be described as Super Woman....came into our lives gave us exceptional advice and had everything sorted for us in order to be able to purchase our new home. Our stress levels were immediately reduced and we could not have been more happy! Thanks so much Ranjana our 'Super Woman' 🧡. See more
Nik and Sharon Mimilo
Auckland: 1/34 Cavendish Drive, Manukau City Centre, Auckland 2104
Dunedin: 8 Manor Place, Central Dunedin, Dunedin 9016
Christchurch: 2 Joy Place, Rolleston, Christchurch 7614
