Scheduled maintenance is planned for June 13 at 4pm, during which time the site will be temporarily unavailable.
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Welcome to our November 2025 Business & Team Update. Each month, we share highlights from across Velocity Financial and Caveo, celebrating team milestones, sharing client success stories, spotlighting new initiatives, and keeping you connected to what’s happening in our business and community.
• Christmas closure and deadline notices
• Team News: We sadly farewell Tania Crocker, and welcome Keryn Martin
• New loan settlement: Home Loan FAQ for clients now published
• Industry connections: Best practice, conferences, AI
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The office will be closed from 5pm on Tuesday, 23 December, and will reopen at 8am on Monday, 5 January. A limited number of staff will be available during this close down period.
For urgent enquiries over the holidays, we advise clients to contact their advisers directly.
For all other urgent enquiries, please contact Graham Goodisson on 021 318 949.
With the holiday season fast approaching, we encourage clients to submit their home loan applications by early December to avoid seasonal delays. Banks typically operate with reduced staffing over Christmas and New Year, which can slow down processing times. To help us keep things moving smoothly, please ensure your application is complete and all supporting documents are accurate and up to date. If you're planning to buy over summer or attend auctions, securing pre-approval early is a smart move. It gives you clarity, confidence, and the ability to act quickly when the right opportunity arises. For more information, see our Home Loans Over the Holidays Guide.
We encourage clients to submit their home loan applications by early December to avoid seasonal delays.
We are deeply saddened to share the passing of our dear colleague and friend, Tania Crocker, on 13 November 2025.
Tania faced her illness with incredible courage and grace, and her loss leaves a profound emptiness in our hearts. For five years, Tania was an integral part of Velocity Financial as a Financial Adviser. She will be remembered for her kindness, her caring spirit, and her wonderful sense of humour.
Tania worked tirelessly to achieve the best outcomes for her clients and was always there to support her team. She will always be a part of our story, and she will remain in our hearts forever.
We extend our deepest condolences to Ross, Nicole, and Brooke, and to all who knew and loved Tania. Our thoughts are with you during this incredibly difficult time.
You can read Tania's memorial page here.
This month we warmly welcomed Keryn Martin as Velocity’s new Business Development Manager, focusing on the Impact Sector. Keryn brings a rare combination of hands-on community experience and financial expertise, having spent years creating spaces for youth and sports while helping not-for-profits implement practical financial systems. His commitment to empowering underserved communities through smarter financial planning perfectly reflects Velocity’s mission to deliver lasting value for both clients and the wider community.
You can read more about Keryn here.
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In September, Velocity Financial Co-Director and Financial Adviser Brendon Ojaja set off on his solo hiking adventure along the Te Araroa Trail, expected to take around 4 months.
Since our last update in October, Brendon has been steadily making his way along Te Araroa, sharing updates from the trail’s varied terrain. His journey has included challenging road sections, scenic bush tracks, and even mountain bike parks. Day 55 marked a major milestone: He officially passed the halfway point at around km 1537, celebrating with pride and anticipation for what lies ahead. Along the way, Brendon briefly left the trail to attend Tania’s funeral, a poignant pause in his adventure. Recent highlights include reconnecting with friends and family, hitchhiking in the rain, and enjoying moments of reflection amid green corridors near Palmerston North.
Brendon is expected to return to the office in February 2026. While Brendon is away, his dedicated support team at Velocity Financial will continue to provide seamless service.
Read more about Brendon's Te Araroa Trail hike.
“Manisha was incredible assisting me with my first home purchase. She was very supportive and knowledgeable and made sure everything went smoothly. She made the whole process feel a lot less daunting and overwhelming, will be recommending to all my friends.” 5 stars Google Review for Velocity Financial Adviser Manisha Raman, October 2025.
We are pleased to announce that our new Mortgage FAQ is now available on our website. This resource has been developed to assist clients in gaining a clearer understanding of getting a home loan in New Zealand.
True to our kaupapa and commitment to people and purpose, Velocity is preparing something bold for 2026, an initiative designed to strengthen New Zealand’s impact sector with smarter financial solutions and lasting value. We can’t share all the details yet but trust us: this is just the beginning. Watch this space.
This month as we wrap up the year, we have hosted representatives from Fidelity Life and WCM Legal to strengthen supplier relationships and enhance our client offerings. Great supplier relationships give us the edge to deliver what matters most: seamless service and results our clients can trust.
This month our Financial Advisory Team has attended industry events hosted by Booster NZ, mysolutions, Asteron and Consilium, keeping our skills sharp, our insights current and our networks strong.
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We’re proud to keep leaning into the transformative power of AI in financial services. This month, our team is continuing its journey with Financial Advice New Zealand’s AI training programme, part of our wider commitment to giving our people the skills, confidence, and support to explore and integrate AI tools into their work. We’re also building on our use of Microsoft 365 Copilot, which is already helping us streamline workflows and deliver even better client experiences. To stay ahead in this fast-moving space, we’ve set up an AI Governance Group and a dedicated AI Training Group, and we’re outsourcing some AI software development to test new solutions in the business. These steps reflect our focus on responsible innovation and on unlocking the best of AI for our people and our clients.
For media enquiries or collaboration opportunities, please contact:
Shona McGregor – Communications Manager
📧 shona@velocityfinancial.co.nz