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Advisers

Partner with the independent
new build experts

 

equiti is here to make property investment easier for your clients. Too often, clients are left unsure after receiving expert financial advice or getting their loan approved—uncertain about which property to buy or how to move forward.

We understand you're not a real estate agent—and you shouldn’t have to be. Instead, refer your clients to our team of property specialists, who focus on high-quality, new build homes that fit their needs.

As a mortgage or investment adviser, you can give your clients an easier way to find the right property, without the hassle of searching property sites or dealing with agents who don’t have relevant listings. We handle the property search and purchase process for your clients—saving you time, reducing uncertainty, and increasing their chances of a successful outcome. Plus, you’ll receive a referral fee when a sale is completed.

With equiti, you can confidently connect your clients to quality properties and offer a smoother, more rewarding experience for everyone involved.

 

Why partner with equiti?

Your Clients Simple Path to the Perfect Property

At equiti, we make it easy for you to find the right property for your clients. Our adviser portal takes the guesswork out of property selection by providing customised matches from our carefully assessed listings.

With our simple platform, you can quickly refer your clients to our dedicated team and help them explore high-quality options with confidence.

Save time and strengthen your client relationships with efficient, tailored property solutions.

Quality Control: Only the Best Properties for Your Clients

At equiti, we never compromise on quality. Your clients’ property investments are carefully selected to meet the highest standards.

Our Selective Listing Process:

· We partner only with vendors who demonstrate exceptional quality and transparency.

· Every property is thoroughly assessed for build quality and suitability, and fully documented before it’s listed.

You can trust that each equiti property has passed a comprehensive quality check.

Your One-Stop Shop for your Clients

We’re here to support you and your clients through the entire property journey.

Access quality listings, request rental appraisals, and stay informed with regular updates to keep settlements on track.

We help your clients select the right property, guide them through agreements, and provide support until their new home is ready for tenants or move-in.

Navigating New Builds: We've Got Your Clients Covered

Supporting your clients through the new build property journey doesn’t have to be complex—we’re here to help every step of the way.

How We Support You and Your Clients:

· We clearly explain each stage of the process, from choosing a property to final handover, so your clients always know what to expect.

· Our agreements include a due diligence clause, giving your clients the confidence and flexibility to conduct thorough checks.

Rely on our new build expertise and client-first approach to build stronger, more trusted relationships with your clients.

How do you integrate equiti into your Advice Process?

Identify-the-need

Do you have clients that are approved to purchase a new build property? Have you created a financial plan and modelled how an investment property may help your client? Do you have clients that are asking you about what property they should buy?

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Log in to the password protected Adviser Portal where you can search our property listings using useful filters such as purchase price, rental yield, typology, and location. You’ll also find, exclusive content, and supportive resources. Refer your client to equiti by completing a simple 3-minute form.

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Once referred to equiti we will work collaboratively to help them select a property that meets their needs. Once your client has selected a property you can continue to support them, alongside the team at equiti, ensuring your client has a great experience.

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Your Questions Answered

Do I pay to use the equiti's portal and services?

No, there is no cost for Financial Advisers or your clients to use the equiti service; in fact, we pay you for each successful referral! So not only are we providing you with fantastic value-add service for both you and your clients, but we also pay you in recognition of your part in the process. Please contact us for more information.

If there is no cost to me or my clients, how does equiti get paid?

At equiti, transparency and fairness guide our remuneration approach. We are paid by our vendor partners when a sale is complete, however our fees are a bit different to the usual real estate commission. We charge fixed fees, not percentages of the sale price, ensuring our focus remains on your clients' interests, not maximising sale prices.

Why it matters:
• Fixed Fees to builders: Clear, upfront charges with no surprises.
• No Commission Pressure: Our sales team are paid fixed fee per sale, promoting unbiased service. They are dedicated to providing a good outcome for clients.
• Stable Salaries: Office staff receive fixed salaries, fostering exceptional service without commission-driven pressure.

equiti are licensed under the REAA 2008 to list and sell real estate. Our goal is to seamlessly connect your clients with quality properties that meet their requirements and supports your financial advice.

How does equiti fit with my FAP compliance?

Any financial adviser can refer their clients to any other service if they believe it will add-value to the client and they can evidence that the referral is in their clients' best interests.

With property referrals, if you are a mortgage adviser (NZ Certificate in Financial Services (Level 5) - Residential Property Lending) you can refer to a property consultant/real estate agent. With your client's permission you can share their contact details and objective property criteria i.e. budget, location, purpose etc. You cannot give personalised, time-specific investment advice with regards to property. You can only advise on suitability with regards to the lending and affordability.

However, if you are an Investment Adviser (NZ Certificate in Financial Services (Level 5) - Investment Strand) you can refer to a property consultant/real estate agent and you can advise your client with regards to the suitability of any property in relation to their personal situation and how it may help them reach their predefined financial goals.

If I refer my clients to you; how can I be confident that my clients will be well looked after?

We have a comprehensive and proven client support process when purchasing a new property. equiti was created with the explicit purpose of enabling financial advisers to provide a simple, safe and fully compliant property purchasing experience for their clients. We are not owned by an associated Financial Advice Provider (FAP). We will not pass clients details on to any other business or third party.

How can I be confident that my clients are getting a 'good deal'?

The phrase 'good deal’ is relative to the client i.e. for one client it might be the best price whereas for another it might be best likelihood of capital gains.

At equiti, we go the extra mile to ensure your clients get the best deal for their situation. We negotiate on their behalf to secure price discounts, cash incentives, rental guarantees, and additional value-add benefits to enhance your clients outcome.

Why choose us:
• Price Discounts: We work to get your client the best price.
• Incentives: Your client enjoys bonuses that make their purchase more affordable.
• Rental Guarantees: For investors, ensuring steady income.
• Value-Adds: Upgrades and exclusive extras.
How can I be confident my clients will get good value for money?

At equiti, we offer properties that may not be the cheapest but are exceptional value for money. Our listings are high-quality, well-built, and worth every cent.

Here’s why:
• We partner with reputable builders for durable, well-constructed homes.
• All properties have modern kitchens, stylish bathrooms, and thoughtful design.
• High-quality construction means fewer repairs and maintenance and lower utility bills.
• Your clients will enjoy clear, all-inclusive prices with no hidden costs.

What if my client went direct to the builder or developer?

Some clients think that they will get a better deal if they go direct to the developer but that is not the case. We simplify property buying with clear and transparent pricing. We ensure that the prices and terms on our listings match those of the builders and developers—no negotiations needed!

Why is this important?
• You see the same price as if buying directly from the builder.
• We've done all the hard work upfront, so your client avoids stressful negotiations.
• Everyone gets the same deal, ensuring fairness and simplicity.

What if my client finds a better price for the same property?

We guarantee the best deal with our price match promise. If your client finds one of our listings elsewhere, the same package at a lower price, we'll match it — no questions asked!

Why we match prices
• Confidence: You know your clients getting the best deal.
• Quality: Enjoy high-quality homes at competitive prices.

Are all equiti listings fixed price?

Yes - that's correct - we keep real estate simple by only selling fixed price listings—no negotiations, offers, tenders, or auctions. This straightforward approach offers clear, transparent pricing from the start, making the buying process stress-free and enjoyable for both advisers and purchasers.

Are all equiti listings all-inclusive packages?

We only list all-inclusive packages. So, there is no extra costs or hidden fees—just clear, transparent prices for rent-ready or move-in ready homes.

Benefits:
• For Advisers: Easy guidance with clear, inclusive prices and a smoother buying process.
• For Purchasers: Peace of mind with no surprises and homes ready for immediate occupancy.

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