Financial Adviser
Terri Franklin
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.
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Testimonials
Why clients love working with our team.
“Terri at Apex Advice was an absolutely OUTSTANDING mortgage broker for us when buying our first home! She really knew her stuff and went above and beyond to help us get our dream first property. We could not recommend her highly enough! We also had a great insurance and KiwiSaver experience with Matthew, who saved us so much time looking for providers and also really knew his stuff. Great team!”.
A.B,
February 2025
“I used Apex Advice in Hamilton to apply for a home loan and then KiwiSaver 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
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Getting to your great place looks a little different for each of us.
As advisers, we’ve worked with a range of clients to discover what success means to them, and how we can achieve it together.