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Jo Matheson- Mortgage Broker based in Whangamata

Jo Matheson

Financial Adviser:
Mortgages

Based in Whangamata
Contact: (022) 354 8955
Email: JoannaM@mortgagelab.co.nz


It’s easy to apply for a new mortgage or get your current mortgage reviewed with Jo. Click the “Start Your Application” button above and create your own free account in our online system.

Once you’ve completed the application, Jo will be in touch to work through everything with you. There’s no cost for this service.

If you have any questions while you are completing the online form, don’t hesitate to contact Jo. She’s here to help.


Jo Matheson provides regulated financial advice under The Mortgage Lab NZ Limited FAP license and business structure and works within Mortgage Lab as a Financial Adviser – Mortgage Specialist.

Services

Mortgage Advice

First Home, Second Home, Holiday Home, Investment Property, Construction loan. I can help with all your home buying needs.

  • Investment Property Finance
  • Construction Loans
  • Non-Bank Lenders
  • Debt Consolidation
  • And more…

Online Meeting

I am able to meet with you over online platforms if you are unable to meet in person.

Available to meet at your location (or online):

Day

Time

Sunday Closed
Monday  7.00am – 7.00pm
Tuesday  7.00am – 7.00pm
Wednesday  7.00am – 7.00pm
Thursday  7.00am – 7.00pm
Friday  7.00am – 7.00pm
Saturday  7.00am – 12.00pm

About Jo

Q. What inspired you to become a Mortgage Broker?

A. I know from experience how rewarding it is to help people with their banking needs and in particular helping people purchase their new home. 

To become a broker and have the access and knowledge of a far wider range of options and products to get the very best solution for my customer is an absolute dream. 

Q.  How would you sum up Mortgage Brokers in three words?

A. All You Need

Q. If you were Prime Minister for one day, what would you do?

A. My very best to make New Zealand and our communities more self-sufficient especially with regards to fresh food and produce.

Q. If you could have dinner with any three people (alive or dead), who would it be?

A. Ruby Tui, Elon Musk and Narendra Modi (Prime Minister of India – who is regarded as one of the top leaders in the world) I would have dinner with him before being prime minister for one day.

Q. Complete this sentence: If I Wasn’t in Mortgage Broking, I would be…

A. Training to compete in all 10 Ocean swim events next summer and working more in our family business growing microgreens.

  • Bank of China Limited

Who can Jo help?

First Home Buyers

We help first home buyers achieve their dream of home ownership by reviewing their finances and helping them find the right loan. It’s never too early to start this process, and making plans early on can set you up for success.

Home Owners

Even if you already own a property, it’s a good idea to check that your mortgage is setup correctly.  We often find our clients can save thousands of dollars by simply re-arranging their mortgage and negotiating their interest rate.  We do this on our clients behalf at no cost.

Investment Properties

It doesn’t matter if you’re planning to build or simply buy an existing property. If you are looking to build your property portfolio, we are here to help and make sure you get it correct the first time.

“The Successful First Home Buyer”