Financial Adviser

Terri Franklin

terrif@apexgroup.co.nz 021 241 8577 Connect on LinkedIn

As a Home Loan Adviser with over nine years of experience in the finance industry, I am passionate about helping people achieve their financial goals. I have gained a wealth of knowledge and expertise in the field through various roles at one of New Zealand’s largest banks and before Apex Advice, I led a team of Mortgage Advisers across New Zealand.

My goal is to simplify the financial process, ensuring clients feel comfortable and confident in their decisions. Whether it’s buying a home, becoming debt-free, or property investment, I am dedicated to helping clients make informed choices for their financial success.

I was born and raised in Hamilton, Waikato but have lived in various parts of the North Island. When I’m not working, you’ll find me enjoying the ocean, either swimming, diving, or fishing at Waihi Beach, or relaxing with friends and family.

Our advisers are Specialists in their chosen areas, but they work closely with other Specialists within Apex Advice to provide you with tailored and holistic financial advice.

Specialising fields

Personal Advice

All Personal Advice

Testimonials

Why clients love working with our team.

“I used apex advice group in hamilton to apply for a home loan and then kiwi saver and trauma insurance.

Terri was awesome in find the best mortgage that work for me to buy my first home and gave me different options.
Matthew was awesome in moving and set up my kiwi saver to grow much better than where it was, he also gave found me the best trauma insurance that suits me and customized it to fit my life style.

They were both very friendly and accommodating to my needs. They were amazing at putting what was best for me first and going the extra mile to achieve it. They awesome at explaining everything a long the way. Wound highly recommend using apex advice group and Terri and Matthew.”.

David Middlemiss,
December 2023