Welcome To

Julia Berner Broker Intel

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.

That's where I come in! I help you with

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.