Testimonials


I have been a client of Beverley's since the last millennia, and have always worked with her to address my mortgage and insurance needs. If I were to sum up Beverley's value in one quick sentence, it would be "Beverley really knows her stuff".

Beverley has a broad knowledge of insurance products which she brings to the table when discussing my personal requirements. As for mortgages, she is very well connected and has never disappointed me in relation to getting a sharp rate.

Beverley is an extremely intelligent and well-rounded business person who takes her work very seriously. She is professional, personable, and her in-depth knowledge of her industry will become one of your biggest assets.

Beverly (Trio Group) is a brokerage firm you can trust to get you the best deal and represent your interests.

Danny Stubbe,
Project Manager

Having recovered from a costly and in retrospect poor business venture I really didn't think my prospects of home ownership and securing some financial safety for my family was a realistic prospect. Through my current employment I saw Trio’s and Beverley’s services discreetly advertised and curiosity got the better of me. From the get go Beverley made me feel like the most important client she had. With a minimum of fuss and armed with realistic options Beverley got me going again. A home purchase that was manageable and with sufficient contingency to cope with those unexpected changes in circumstances and some insurance needs met I was unexpectedly in a great situation. Beverley has followed this through with regular reviews and with the same degree of customer focus - I still feel like her most important client. Beverley thank you for providing service of the highest quality, your advice is always sound, thoroughly explained yet you remain calm and personable if one elects not to follow through on your advice. I am a very grateful client.

Neil Stephen,
Clinical Head of Department Hospital Dental Service,
Hutt Valley DHB

"Beverley, we would like to express our thanks for the work you have done for us over the past years. Through your continued hard work and expertise, we've finally bought our first home - something that even weeks ago we thought was just out of reach. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. May you prosper, along with your clients."

Don & Heidi - Clients since 2012

When we decided to purchase the house we were renting, we went to Beverley to explore our options. We were not sure if we can borrow from traditional banks having less than 20% available equity via our Kiwisaver. We presented our case to Beverley and in a week’s time she was able to line up a home loan package for us. We never realised it would be that fast and hassle free. She also consolidated all our short term debts and Insurance requirements. As homeowners now, we have more cash leftover every fortnight after taking out the mortgage, loan and insurance costs compared to the time we were renting. All thanks to Beverley’s financial planning advice.

J & C Rubio

Looking back to when we first engaged Trio Group, things were pretty grim. We were swimming in credit card debt, we had unnecessary personal loans, no life insurance and our mortgage payments were being swallowed up by interest with little progress being made in tackling this debt. We were seeking to improve our financial situation and obtain advice on how to manage our mortgage more effectively.

Beverley with her vast knowledge and experience of the banking and insurance industry, coupled with a no-nonsense approach, put together a plan to achieving tangible progress in paying off our debt. By showing us that there are smarter ways to address our debt by restructuring the way we paid our mortgage and managing our budget more efficiently, Beverley's advice and professionalism has put us in a position where we never dreamed we would be.

Our credit card debt is now a thing of the past, we are able to track our mortgage payments bringing the balance down nicely, we now have a rental property, we have recently purchased a new family home and we still had movement in our budget to treat ourselves to a holiday away!

Beverley is always professional and friendly and we have been grateful for the times where she provides us with a reality check to help us stay focussed on our goals. Beverley has also given us a custom-made life insurance package that takes our specific situation into account and realistically covers us for the unthinkable. We are hugely grateful for the services and advice that Beverley at Trio Group has given us and would recommend their services to anyone who wants to be set on a clear and visible path to financial security and well being.

Tuna & Natalie Talamaivao
Public Servants

I have known Beverley for 8 years and she has always provided a a prompt, efficient and friendly service for me which makes the borrowing process easy to manage and understand. I would have no hesitation recommending her services.

David Booth
Barrister & Solicitor

I have been a client of Trio Group for the past 8 years. The abundance of knowledge and expertise of its principal, Beverley Davies is something I have always relied on. I have found her to be prompt (which means she returns my phone calls), very oblidging and goes out of her way (which means she is mobile) if I need her. She always does what she says she will do unfailingly....She offers different options and will recommend what works best for me. Her regularly follow up calls is one of the many example of the excellent service I received from Beverley. I have recommended Beverley to friends and family and they are equally satisfied with the service she provides. I wish Beverley all the best for the future.

Angie Couper
Customer Support - Personal Markets

I have known Beverley for approximately 3 years as a client. Beverley has arranged my mortgages and insurance policies for both my family and business. I am more than happy to recommend Beverley and Trio Group for all mortgage and insurance requirements.

Mike Iles (Managing Director)
M & E Property Investments 2007 Ltd

Need Help?

 
Trio Group (NZ) Ltd

We know buying a new home, second home or investment property can be challenging and by choosing an experienced Advisor you will be able to move into your new home.

We also know that changing banks can be challenging as well, and by choosing an experienced Advisor, all the hassle is removed for you.

If you have any questions at all just give me a call or send me an email