Advisers
Help Your Clients Build Wealth, While They Stay Yours
Equiti partners with New Zealand financial advisers to help their clients use existing home equity to build a property portfolio that creates long-term financial freedom. We handle the property side; you keep the relationship. Every step is backed by real data, a proven framework, and genuine care.
Free and no obligation. Let's see if we're the right fit for your company.
Give your clients a path to close the $1,000,000 retirement gap
Independent research shows most Kiwi couples who want a retirement with real options face a shortfall of around $1,000,000. NZ Super and KiwiSaver simply don't stretch far enough, and for many of your clients, that gap is quietly growing every year they wait.
You already help them plan, protect, and save. But when clients ask, "How do I actually close that gap?", most advisers don't have a clean, credible answer that involves property.
That's where Equiti comes in. We give you a way to point clients toward strategic new build property investing, without stepping outside your lane or taking on work you don't have time for. We educate and empower everyday Kiwis to build $1,000,000 in additional wealth over the next 15 years, using the equity they already have.
You bring the trust and the relationship. We bring the framework, the properties, and the follow-through.
You found the finance. We'll find the property.
You've secured the loan, now what? Property searching isn't your role, but it matters to your client's outcome.
Equiti's property specialists handle the entire search and purchase process, matching clients with quality new-builds that fit their budget and goals. You stay in your lane, your clients get expert guidance, and you earn a referral fee when the sale completes.
A simple, collaborative process built around you and your clients
Working with Equiti is designed to be clear and low-friction. You stay in control of the relationship, and we keep you informed at every step.
You refer with confidence.
Introduce clients who could benefit from property investment. We treat them with the same care you do.
We deliver the Retirement Gap Analysis
Within 24 hours of the first session, your client receives a clear picture of their retirement shortfall.
We handle the heavy lifting.
Research, sourcing, analysis, and coordination all sit with us. Your client stays fully in control of the decisions.
You keep the relationship.
Your clients remain your clients. We're a specialist partner, not a competitor.
A proven framework, an expert team, and real results
Plenty of companies will happily sell your clients a property. We do something different, we coach them toward the right decision, back it with a proven framework, and stay with them the whole way through.
Retirement Gap Analysis within 24 hours
After the first session, your client knows exactly where they stand and what's possible, delivered in a day, not weeks.
A proven framework, not guesswork.
Our Property Investment Clarity Process takes clients from "where do I even start?" to a data-backed plan and a property matched to their numbers, in three clear steps.
We handle the research and coordination.
Sourcing, analysis, cashflow forecasting, and settlement support all sit with us, freeing you to focus on your core advice.
Real client success stories.
Our clients aren't hypotheticals. They're everyday Kiwis who started where your clients are now and built real wealth using equity they already had.
We specialise in new builds.
As property investment coaches focused on new build property in NZ, we connect clients with well-priced, high-quality homes, often with lower deposit requirements and lower maintenance costs than established properties.
Downside protection is built in.
Think 2-year rent guarantees on properties, fixed price contracts, property manager referrals, and honest guidance at every turn.
A specialist partner that protects your relationships
We built our model around a simple promise to advisers: your clients stay yours. We're transparent about every step, and we never step outside the property lane.
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Extend your value. Offer clients a credible route to build wealth through property without becoming a property expert yourself.
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Save your time. We do the work most advisers don't have the hours or specialist knowledge to do.
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Stay informed. You receive updates so you always know what's happening with your clients.
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Build trust that lasts. Clients remember who introduced them to a smarter path, and that's you.
A simple, transparent partnership in four steps
Working with Equiti is designed to be effortless for you and reassuring for your client. Here's exactly how it flows.
Step 1 - You refer your client
A quick introduction is all it takes. You let us know your client is interested in exploring property, and we take it from there. No lengthy paperwork, no handover headaches.
Step 2 - We build the strategy together
We run your client through our Property Investment Clarity Process, mapping their goals, income, mortgage, equity, and retirement gap. You're welcome to stay as involved as you'd like, and we'll always align with the wider plan you've set.
Step 3 - Your client selects the right property
We present vetted new build options matched to their numbers, with full cashflow forecasts, so your client chooses with genuine confidence rather than guesswork.
Step 4 - You stay in the loop, start to finish
We keep you updated at every milestone, from strategy through to settlement and beyond. Your client feels supported, and you stay firmly at the centre of their financial world.
What we stand for
Our values aren't words on a wall. They shape every call, every property we present, and every partnership we build.
Trustworthy, always
We do what we say we'll do, and we're open about the how and the why. Your clients' best interests come first, full stop.
True collaborators.
We work alongside you, not around you. This is your relationship; we're the specialist who helps you deliver more.
Peak performers.
We know the market inside out and keep sharpening our expertise, so the advice your clients get is genuinely worth acting on.
Fully accountable.
We stand behind our properties and stay with your clients well beyond settlement. Bold when it counts, never pushy.
Education before action.
We help clients understand the "why" before the "what," so every decision feels like theirs, because it is.
Complete transparency on how we're paid
This is the question every good adviser asks, so let's answer it plainly.
Equiti is paid much like a mortgage broker. The developer of the property pays us when a client purchases through us. That means there's no cost to you and no cost to your client for our coaching, strategy, and guidance.
We'll happily walk you and your client through the full detail so there are no surprises and nothing hidden. Your client always sees the complete picture before making any decision, and if property isn't the right move for them, we'll say so. Honest advice protects your reputation and ours.
No cost to you for partnering with us.
No cost to your client for the Clarity Process and coaching.
Full disclosure, every time, so trust stays intact.
Trusted by advisers across Aotearoa
Don't just take our word for it. Here's what advisers say after partnering with us.
We wanted to offer property as a strategy, but needed the right team behind us.
“Working with Hamish and the team at Equiti has added so much value to our service offering. Having access to great properties and an experienced team to guide our clients provides another wealth building pathway. Having the team at Equiti there to support our recommendations gives us the confidence to encourage our clients to consider property as part of their financial strategy. We know they will be in safe hands and that means everything to us. We consider Equiti to be an extension of our team and are delighted to be working with them.”
- Nicki, Southland
I needed a referral partner I could trust with my reputation.
“As a financial adviser, reputation is everything & it’s essential for me to refer my clients to external partners that are both reliable & trustworthy, as they are an extension of my service. The team at Equiti go out of their way to understand my client’s needs and guide them through the home-buying process, providing a seamless experience. They take the time to understand each client’s unique situation, ensuring they find the perfect property that meets their needs, budget & financial goals. Equiti’s deep market knowledge and excellent negotiation skills consistently help my clients secure great deals. I trust Equiti to provide the highest level of service, and my clients have always had positive experiences working with them. If you’re looking for a reliable and dedicated property referral partner, Equiti is the one to choose.”
- Ra, Auckland
We found a better investment than his clients even knew existed.
“Hamish and the team at Equiti were great to deal with and really looked after my clients! They met with the clients, provide a number of options, and then worked with them to purchase a high yielding investment property which was a much better product than what the clients were originally looking at. Most important thing for me as a Mortgage Adviser is knowing that my clients are being looked after and that their interests are being put first, which is exactly what the team at Equiti did. Looking forward to working with Equiti again in the near future.”
- Ben, Auckland
Common Questions From Advisers
Answers to what advisers ask us most
Yes, absolutely. We're the property specialists you bring in, not a competitor. Once the property work is complete, the relationship stays firmly with you. Keeping your client relationship intact is the foundation of how we partner.
Equiti is paid by the property developer, much like a mortgage broker is paid on a transaction. There's no cost to you for partnering with us, and no cost to your client for our coaching and strategy work. We disclose the full detail to you and your client upfront, so everything stays transparent.
Yes. We keep you in the loop at every step, from initial strategy through to settlement and beyond. You'll always know where your client is at, so you can continue advising with confidence.
Then we'll tell them straight. Education comes before recommendation, every time. If the numbers don't support a purchase, we won't push one. Honest advice protects your reputation as much as ours.
Homeowners with equity, first-time investors, and experienced investors looking for a smarter next move all suit our approach. If your client is curious about using property to close their retirement gap, they're likely a good fit. The free Clarity Call quickly confirms whether it makes sense.
Simply book a call. We'll walk you through how the partnership works, answer your questions, and see if we're the right fit for your practice. No pressure, no obligation.
Give your clients a trusted property pathway
Book a free call and we'll show you exactly how the partnership works. Your clients get expert property guidance, you stay their trusted adviser, and together we build better futures. No pressure, no obligation, no hidden agenda.
Free and no obligation. Let's see if we're the right fit for your practice.