Mortgage Room

Office address: 9 Nosworthy Street, Blenheim Central, Blenheim 7201Website: www.mortgageroom.co.nz
Year established: 2006
Company type: financial services
Employees: 5
Expertise: mortgages, risk insurance, lending, first home buyers, moving house, re-fixing, restructuring renovation, debt consolidation, investment property, risk insurance, financial advice
Parent company: N/A
Key people: Paul Fuller (director and financial adviser), Robyn Fuller (advisor support), Bridget Fernandez (advisor support), Blair Irvin (advisor support), Kirk Dyer (advisor support)
Financing status: N/A

Mortgage Room is a Blenheim-based financial advisory firm specialising in mortgage and personal risk insurance with a team of five members. Understanding that home loans and insurance are not one-size-fits-all, they leverage a network of over 20 mortgage lenders. This enables them to offer tailored financial solutions to diverse client needs.

History of Mortgage Room

The Mortgage Room was established in 2006 by Paul and Robyn Fuller after more than 25 years in the banking sector. In 2015, they received high commendation at the Westpac Marlborough Chamber of Commerce Business awards. That same year, they unified their various businesses, including Prosper Blenheim, under the Mortgage Room brand, enhancing financial growth and customer satisfaction.

Paul Fuller was named New Zealand's Mortgage Adviser of the Year in 2015. After that, he shared information about himself and the mortgage industry, showcasing his personality and expertise. In 2022, they collaborated with CG Creative to introduce a brand mascot, Little Blue Penguin, symbolising their commitment to community and family values.

Products and Services of Mortgage Room

The company offers a comprehensive range of financial advisory services. Key offerings include:

• first home buyers: assisting new buyers with securing their first home mortgage and navigating the purchase process
• moving house: helping clients manage mortgage options and financial logistics when relocating to a new home
• re-fixing/restructuring: advising on refinancing or restructuring existing loans to obtain better terms or rates
• renovation/debt consolidation: providing financial solutions for home renovations or consolidating multiple debts into one manageable loan
• investment property: guiding investors through mortgage options and strategies for purchasing rental properties
• mortgage protection: offering insurance products designed to protect clients against difficulties in meeting mortgage repayments
• risk insurance: providing personal risk insurance to cover various life uncertainties, ensuring financial security

Culture at Mortgage Room

Mortgage Room prides itself on a personal approach to financial advisory, helping clients achieve homeownership and financial goals. Their culture emphasizes long-term relationships built on trust, integrity, and respect, with a friendly, experienced team dedicated to client success.

Mortgage Room's mascot, Little Blue Penguin, symbolises the company’s values of hard work, family orientation, and home pride. This mascot is significant as it mirrors the team’s dedication to helping clients find their perfect home while maintaining strong community ties. Key characteristics of the mascot:

• represents the importance of independence
• symbolises loyalty and collaboration
• reflects the company’s culture and work ethic

The company actively engages in community events, activities, and charitable causes, demonstrating their commitment to social responsibility. This involvement strengthens their community ties and enhances their local reputation. By participating in these initiatives, they foster goodwill and build strong relationships with clients and the wider community.

• provided BBQs to Stars Camps 2023
• supported the Claire Coker and the team at Picton Toy Library fundraiser
• spoke about finance at the Robinson Construction health and safety meeting
• supported MGC Football 1st XI's BBQ & bake sale at the Silver Secateurs event 
• helped Wairau Pharmacy with their birthday celebration
• supported White Ribbon Day 

About Mortgage Room Director Paul Fuller and Key People

Paul Fuller serves as a director and financial advisor, specialising in lending and personal risk insurance with over 35 years of banking experience. Twice named New Zealand Mortgage Adviser of the Year, Paul is dedicated to helping clients achieve homeownership and financial goals. He is also a trustee for the St Marks Foundation.

Key people who support the director are a team of professionals, including:

• Robyn Fuller, as an advisor support and co-founder, plays a crucial role in the company's operations and client relations
• Bridget Fernandez, an advisor support, assists with client management and administrative tasks
• Blair Irvin, serving as advisor support, helps streamline the advisory process and supports client services
• Kirk Dyer, also an advisor support, contributes to client support and the efficient running of the company

The Future at Mortgage Room

Mortgage Room is set to benefit from years of community engagement and financial expertise as they evolve in client service and innovative marketing strategies. The company utilises its branding and mascot by customising a BBQ trailer and complimentary moving trailer, serving as mobile advertisements throughout the local community. This approach enhances their visibility and promotes their services effectively.

Additionally, Paul Fuller's recognition as one of the best mortgage brokers in Blenheim in 2024 by a reputable online platform reinforces their reputation for excellence. This accolade helps attract new clients and strengthens trust in their expertise. With these efforts, the company is well-positioned to maintain its influence in the financial advisory sector.