Rosefern Homes x Meta Financial Solutions: When Property Passion Meets Financial Foresight

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Kiwi’s love property, there’s no denying the fact. It's a tangible, time-tested investment that we love to create. However, while we are very good at creating an asset that will make a great first home or secure your financial future, we can't provide financial advice. We fully understand and respect this, but we knew we could provide more value for current and future owners.

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Read on to find out how we plan to achieve this…

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We’re different to many new home builders

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Most developers will point you in the direction of any ol’ broker to get the mortgage so you complete the sale and the keys are handed over on settlement day and well, that-is-that. End of transaction, sold to new owner. Was the broker paid an incentive? Were other options recommended to you? How does this purchase fit into your current and future plans? It is likely you weren’t told these things and didn’t know to ask.

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Because we know you deserve better, we’ve taken a slightly different view.

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What if we had the ability to connect our customers with a Financial Adviser to give them expert guidance on how best to achieve their current, and future, financial goals - not just buy this one property from us? Surely this would help make our customers wealthier and more financially secure in the future, right? This seemed a no-brainer, so we came up with a few ideas on how to make this client-focused vision a reality.

Rosefern x Meta Financial Solutions - a co-lab born from a shared purpose

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At Rosefern we have a singular purpose:

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‘to help our clients own quality new build homes in high growth areas in an undervalued city.’

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We don’t just build homes for the purpose of a singular transaction, it's about building the foundation for a better future and our properties become a vehicle to transport you towards wealth and financial security. And we all want a little more of that in our futures, right?

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So when we met Mike Willoughby of Meta Financial Solutions, it was clear we'd found our kindred spirit. He grew up around property as a means of wealth creation and has seen first-hand the benefits of property investing for his clients and himself personally. Meta Financial Solutions has a client-centric approach, like us. As Mike so eloquently puts it,

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“We cherish our ‘Clients for Life’ approach and thrive on mutual growth.”

So, why should a Christchurch property developer collaborate with a Financial Adviser? And what’s in it for you?

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It's about alignment for the benefit of our respective clients.

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Our core values and visions resonate on the same frequency. Two businesses with an unwavering belief in the ability for property, coupled with expert advice, to improve our clients’ financial wellbeing. There’s no incentive on the table for either party to work together, we are both doing so to help our clients achieve their goals.

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Meta Financial Solutions are an independent financial advice company. They are not aligned with any particular bank or lender so there’s no incentive for them to ‘shoe-horn’ a client into a property purchase to receive their commission - that’s not how they operate. When your timeframe for improving a client’s financial world is measured in decades, you understand you have to approach things holistically - not simply the transaction right now. It’s that client-focused approach that resonated so strongly when we met.

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So what does that mean for Rosefern buyers?

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If people purchase a Rosefern Home, we are always incredibly grateful. But we want to set you on a course for financial freedom, not simply sell you a house - we know this purchase is one of those steps. That's where Meta Financial Solutions can help. They will outline your current plan, and adjust if necessary through their expertise, guidance and recommendations. We’re more than happy to facilitate this relationship as it becomes a win-win-win. That’s how we like to conduct ourselves.

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We know if our clients grow wealthier we’ll feature in that future again. This is a relationship fostered with a long-term vision. Meta Financial Solutions can map your financial world to age 100. We’d love it if you were planning your children’s futures and first-home purchases with Rosefern and Meta Financial Solutions.

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Our vision isn't myopic. We don't just see a single transaction rolling along the conveyor belt to drop off when the money passes over. Nope, quite the opposite. We see it more as an open door to be welcomed into the Rosefern and Meta-verse (sic, couldn’t help it, my apologies)!

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We understand building our clients wealth means we will be able to grow as a company. It’s not solely about how many houses we build, it’s about how many better futures we construct along the way.

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We want to remain loyal to the people who have shown faith in us and engaged with us. That’s why we have also created a VIP subscribers list called the ‘Rosefern First’. What does that entail, you may ask?

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You’ll become the FIRST to hear about any new releases BEFORE they are released to our main mailing list.

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Most importantly, you’ll get access to our pre-release, off-plan, off-market pricing. This offer alone can create you equity before the homes are even built!

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You’ll get access to Rosefern Financial Future’s & Meta Financial Solution’s content that will be released on a monthly basis.

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The power of knowing FIRST in property is huge. Most of the best deals happen before the general public has been shown them. There are only two markets, the retail and the wholesale. We know where we would rather be shopping. If the above collaboration sounds like something you would like to explore. Please contact the team at Rosefern Homes and we will facilitate an introduction to Meta Financial Solutions. Should you purchase a Rosefern Home during 202X - we will include a Wealth Plan* free of charge.

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Final Thought…

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Whether you are after advice for your first home, first investment or improved financial security with a ‘roadmap’ on where you are heading - then working with a team of experts to guide you is a must to get you there sooner. The benefit of using an expert Financial Adviser when you’re just starting your journey could be the difference between owning a property or two in the future and having a portfolio that allows you the lifestyle you are working hard for and make the choices you want earlier in life.

Success leaves clues. Meta Financial Solutions understand this is available to all Kiwi’s through property investment and smart advice.

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Subscribe to the list here and receive content direct to your inbox that could shape your financial future, forever.

Otherwise, keen for a no obligation chat with Meta to find out what you they could do for you? Follow the link here; Free Chat

*Meta Financial Solutions ‘Wealth Plan’ is a comprehensive financial report modelling your income, mortgage, investments & KiwiSaver, and insurances out to age 100. Typically these run to 30-40 pages in length requiring 20+ hours of input from expert Financial Advisers.

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