- Mobile 027 330 6623
- Freephone 0800 226 226
- PO Box 9268, Newmarket, Auckland
- Regions available: Wellington
"Caring, trusted and experienced. Working for you to help you get the advice you need to achieve your goals."
Donna Marks has over 30 years’ experience in the financial services industry. Much of that time was spent working for a major bank in retail lending and management, as well as three years working with a trustee company handling estate planning including Wills, EPOA’s, Estates, and Family Trusts.
Best described as a friendly, interested, empathetic and caring individual, Donna prides herself on taking the time to get to know her clients while building strong and lasting relationships with them. She is dedicated to helping her clients achieve their own financial goals.
“I care about my clients and genuinely want to make a difference in their lives. I believe that it’s about what’s good for them not me, and I take pride in building trusted relationships with my clients which often continue long after they’ve bought their home.”
As well as a long history in the mortgage industry, years of experience and knowledge, Donna has personally owned several investment properties, so understands the risks and knows what to look out for.
Donna has completed a Diploma in Business Studies with an endorsement in Financial Planning, Certificate IV in financial Services (Personal Trust Administration).
Donna has been married for 38 years, and is the mother of two very successful children and three adorable grandchildren.
“I am excited about being able to help my clients achieve their goals with access to all the different lenders who can provide the solutions that fit their individual needs.”
With a focus on first home buyers and investors, Donna will be providing residential lending advice and is based in Wellington.
A Registered Financial Adviser (FSP633389). A copy of my Disclosure Statement is available on request and free of charge.