Welcome To

Julia Berner Broker Intel

Personal Efficient Financial Solutions

  • Mortgages

    Find the best mortgage solution for your needs, whether you're a first-time homebuyer, refinancing, or looking to invest.

  • Personal Risk & Health Insurance

    Safeguard yourself and your family with the right insurance coverage, including life insurance, income protection, and critical illness cover.

  • Kiwisaver

    Optimise your KiwiSaver contributions and make informed investment decisions for your future.

  • Financial Planning

    Create a personalized financial plan that aligns with your goals, risk tolerance, and needs, covering areas like budgeting, debt management, retirement planning, and investment strategies.

Personal Efficient
Financial Solutions!

Ditch the Spreadsheet Stress, Embrace Financial Freedom & Protect What Matters Most!

Do you feel your finances are more of a juggling act than a victory lap?

You're not alone! Confusing mortgage options, lagging KiwiSaver, and dreading insurance choices - easy to feel overwhelmed.

Benefits of Working with Me:

  • Holistic Approach: I integrate financial planning with therapy to address both the practical and emotional aspects of your finances.

  • Personalized Guidance: I take the time to understand your unique needs, goals, and challenges to create a customized plan that fits your individual situation.

  • Ongoing Support: I'm here for you every step of the way, providing ongoing guidance and support as your financial needs evolve.

Ready to start your journey towards
financial well-being?

Schedule a Free Consultation:

Discuss your financial goals and explore how I can help you achieve them. Book an Appointment

Read My Blog:

Find insightful articles and resources on various financial topics.
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Contact Me:

Find insightful articles and resources on various financial topics.
Contact Me →

Invest in your future, invest in yourself.

— Julia Berner / Broker Intel