Tracey Coxhead

The Bay of Plenty has been my home for the past 12 years after moving from Wellington.
I’ve been involved in advising clients for 18 years and have vast experience in home and business lending, insurance and general financial planning. I have 3 tertiary qualifications in financial planning, finance and risk management. Helping people to improve their financial situations and solve their problems is my passion.
I’m very focused on making the borrowing process as smooth as possible and for me good communication is key. I purchased my first home at age 21 then bought and sold many properties for personal and rental purposes over the years. I’ve managed my own construction projects too so I‘m very familiar with the challenges building and renovating pose. I’m the mother of 2 adult children and 2 step-children, who’ve all been on the receiving end of my financial advice. I understand the process of borrowing money and planning a financial future can be overwhelming and I’m here to help.