Suzanna Wilson

Financial & Client Services Adviser

Suzanna Wilson
Suzanna is a Financial Adviser at Velocity Financial, helping individuals and families make informed decisions across mortgages, Personal Insurance and KiwiSaver. Having worked in financial services for several years before becoming a qualified adviser, Suzanna brings a strong understanding of both the advice process and the client experience. She is known for her clear communication, responsiveness and friendly approach, helping clients feel at ease, informed and supported throughout their financial journey. Suzanna believes great advice should educate rather than overwhelm. She enjoys helping clients understand their options, build confidence in their financial decisions and make meaningful progress towards their goals. She is gifted in assisting people resolve complex mortgage related issues and assisting her colleagues to do the same. A lifelong learner, she is committed to continually growing her expertise while helping everyday New Zealanders achieve better financial outcomes. In her spare time, Suzanna enjoys rural life with her husband in Otaki, where she enjoys gardening, spending time with friends and family, her two Italian Greyhounds, Ollie and Poppy and cat Binx.

Wellington

suzanna@velocityfinancial.co.nz

0272465258

FSPR: FSP1011422

Specialties

  • Mortgages
  • KiwiSaver
  • Personal Insurance
  • Investment

Qualifications

  • New Zealand Certificate in Financial Services (Level 5)
  • New Zealand Certificate in Business (Level 4)

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