Shai Patel

Region & Expertise: Mortgage Advisers, Auckland Mortgage Advisers, Auckland Insurance Advisers, Asian Mortgage Advisers, Northland Mortgage Advisers, Northland Insurance Advisers, Insurance Advisers

Mortgage Adviser

  • shai@mx.co.nz
  • Mobile 0280 INSURE (467 873) 
  • Phone 09 551 3500
  • Regions available: Auckland

“Life is ever-changing which is why it’s so important to review your financial needs regularly.”

As an authorised financial adviser with over 10 years’ experience, Shai specialises in providing KiwiSaver and insurance advice for businesses, families and individuals.

When it comes to insurance and KiwiSaver – “Planning is your best protection” That’s why I’m committed to providing invaluable advice for your current and future financial needs.”

Shai has completed a Law Degree and more recently, a Certificate in Financial Services (Level 5) which focuses on Personal Risk Insurance, Business Risk Insurance, KiwiSaver Advice, and Insurance Advice.

Passionate about finding the best financial solution for his clients, Shai believes in taking an individual approach, working diligently which his clients to understand their current situation and future needs.

In all of his dealings, Shai is committed to working with honesty, integrity and fairness ensuring his clients’ interests remain top of mind.

“I work closely with a number of financial institutions to tailor a financial solution that works best for you.”

Testimonials

"I don’t usually have much time for insurance agents but you are certainly a level above all the others I have encountered on my journey through life, and I would have no hesitation referring anyone I know to you." – Caroline, West Auckland

"My husband and I have just finished putting in place new life and mortgage protection insurance. The insurance broker that we have used, Shai Patel (Insure NZ), has been excellent. He explained things to us very clearly, did not try to over sell products to us and has been very accommodating and efficient in the processing of our applications." – Vonja, East Auckland

"My wife and I have known Shai Patel for about six years. During that time, he has always “gone the extra mile” for us. He has consistently given us excellent advice and been highly professional. With Shai, you don’t just get a product – you get the right policy for you with a professional service and support when this is needed. I would heartily recommend the policies we took out through Shai. And we cannot speak highly enough of Shai, his professional and understanding approach, and his knowledge of policies and ability to provide impartial advice of what approach to take." – Darren, of Auckland


An Authorised Financial Adviser (FSP13222). A copy of my Disclosure Statement is available on request and free of charge.