I have the great honour to have Beverley as my mortgage broker. Working with her has been extraordinarily pleasant. Her attitude towards helping my family to make things happen has absolutely impressed me. The service she offers is comprehensive and of top quality. She is the most knowledgeable, professional and dedicated broker and property manager I have ever seen. I am determined to treat her as an essential part of my team for any future financial investment and would highly recommend her to everybody.
F. Wang Software Engineer
Beverly is a very responsible loan broker. In the process of dealing with my home loan and my home insurance, we have communicated for a long time, and as a professional manager, we have demonstrated extremely high professionalism and rich loan knowledge. For every email I send to her, she can reply in time and provide a satisfactory answer. I am very satisfied with Beverly's service and I am very willing to cooperate with Beverly again.
Ricky Quality Assurance Engineer
I have been approaching Trio Group for housing loan applications since March 2015. Beverley is a welcoming and willing to answer questions about real house repairs and rentals. I have successfully borrowed 3 times to buy a house through Trio Group. Two of them have become rental housing and she is fully managed. In the past 4 years, whenever I have any questions about Beverley, she must answer them carefully, and make me feel better. Thanks to Beverley for always helping my heart, I hope Trio Group can serve more Chinese people.
M Yin Marketing Executive
As an old customer of Trio Group, I sincerely recommend it to everyone. They have a professional financial team who can help you with financial services such as loans, insurance, and housing management. Trio Group is worthy of trust and cooperation!
Danny Stubbe Project Manager
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.
Neil Stephen Clinical Head of Department Hospital Dental Service,
Hutt Valley DHB
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.
Don & Heidi - Clients since 2012
"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."
J & C Rubio
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.
Tuna & Natalie Talamaivao Public Servants
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.
David Booth Barrister & Solicitor
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.
Angie Couper Customer Support - Personal Markets
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.
Mike Iles (Managing Director) M & E Property Investments 2007 Ltd
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.
Danny Stubbe and Moon Koh
As a long time client I really can’t speak highly enough of the service provided by Trio Group. Fast, efficient, well considered advice and a genuinely in-depth understanding of how to manage the lending process to maximise client benefit. Thank you Trio Group for your ongoing and excellent service.