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The Float team

Vetted partner practice

Float

Mortgages, insurance, business lending and KiwiSaver advice for families and businesses.

Auckland Mortgage & lending Insurance KiwiSaver & investments

Float is a team of mortgage brokers and financial advisers working with families and businesses across New Zealand. Its advisers are salaried rather than paid on commission, which changes what a recommendation is answering to.

What they do

The advice Float covers

Mortgages

First homes, refinancing and property investment lending.

Insurance

Life, disability, trauma, income protection and health cover.

Business lending

Commercial loans, equipment finance and working capital.

KiwiSaver advice

Fund and contribution decisions lined up with your longer-term plan.

Why clients pick them

What sets this practice apart

  • Salaried advisers

    Advisers are employees rather than commission earners, so the recommendation is not competing with a commission.

  • A wide lender panel

    Accredited with major banks and specialist lenders, which matters when a bank says no for a structural reason.

  • They carry the paperwork

    From the first conversation to settlement, the process sits with them.

  • Annual reviews

    The arrangement is revisited as your life changes rather than left at settlement.

How the intro works

Free, and yours to walk away from

  1. 1

    Tell us what you need

    Two minutes: what you want sorted, your region, and a line about your situation.

  2. 2

    Float gets in touch

    A free intro chat, no obligation and no fee for the introduction.

  3. 3

    You decide from there

    If it isn't a fit, tell them or tell us, and that's the end of it.

Float is a licensed New Zealand practice. SortMe makes the introduction and never charges you for it. The regulated financial advice comes from the practice, not from SortMe, and nobody sees your SortMe data unless you choose to share it.

What is SortMe?

The app behind the introduction

SortMe is a New Zealand app that connects your accounts — bank, KiwiSaver, investments, mortgage, property — and puts your whole financial picture in one place. It's what finds the fixed rate about to roll off, the cover you're paying for twice, and the KiwiSaver fund that stopped matching your risk years ago. SortMe surfaces when it's the right time to talk to an adviser.

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