Not only is Alan Robertson considered an institution in the New Zealand financial sector, he was instrumental in the founding of the New Zealand Mortgage Broker’s Association.
Presenting a track record spanning more than 30 years, including with companies like Marac and General Motors Acceptance Corporation, Alan has worked in a raft of sectors from wholesale and retail motor vehicle finance, to plant and equipment and commercial property investment and development.
In 1986 he focussed on commercial finance broking and established in 1994 Property Pack Commercial – now Strata Funding, with particular expertise in long-term investment and development finance for commercial property. He has the respect of commercial lenders and strong relationships with trading banks and institutional lenders, not to mention access to a choice of alternative funding sources.
John Chapman knows how to structure finance packages, having spent almost 25 years in the banking and financing sector after starting out in the commercial lending division of Westpac Banking Corporation.
With Strata since 1998, John has combined his skills as a lender with his in-depth knowledge of banking and commercial funding to be able to offer an incisive understanding of how to structure funding packages to meet your specific requirements.
Equally familiar with straightforward term lending and complex transactions involving multiple lenders, John’s abilities are respected by all major commercial lenders. His experience enables him to identify and summarise your debt and business requirements quickly, and to then identify and source suitable funding facilities.
Terry Makey knows how lenders think, having started out more than 35 years ago as one himself.
Occupying roles in both brand and area management for companies like BNZ and UDC Finance, Terry went on to expand his horizons in commercial property as a director and shareholder of a private company in the building and construction sector. In 1998 he took on the role of Property Finance Manager for Nationwide Finance, before joining Strata in 2003.
Terry’s clients benefit from his ability to “engineer” financing requirements to maximum effect, and his in-depth knowledge of the finance and construction sectors.
From a background as a successful Senior Manager Property Finance - managing a $600m+ loan portfolio - Alan Mairs brings with him 24 years of experience and specialisation in property funding.
Working with clients ranging from Kerikeri to Queenstown, and portfolios varying from $2m to $130m in size, Alan's consistent attention to detail and the accuracy in his funding applications - not to mention his grasp of complex security structures and construction projects - ensures he has a solid and successful track record in achieving the best outcomes for his clients.
Alan attributes much of his achievements - which includes winner of the ASB Bank's Top Gun award on four occasions - to a wide network of contacts consisting of financiers, property industry contacts, lawyers, accountants, valuers, quantity surveyors and engineers.
Prior to joining Strata Funding, Alan occupied roles such as Senior Manager Property Finance at ASB Bank Limited and Manager Property Finance at ANZ Bank Limited and UDC. He has a Bachelor of Social Science and a Diploma in Business Administration from Queens University in Belfast, as well as a Diploma in Business Studies from Auckland University of Technology.
Alister has more than forty years’ experience in finance and business consulting, with particular strengths in financial structuring, risk analysis, strategic planning and problem solving.
Beginning with the ANZ Bank in 1967, followed by the National Bank, Alister has occupied senior roles in organisations such as Finance Discounts Ltd (a subsidiary of Pyne Gould Guinness Corporation) and United Bank. He also established CBA Finance Ltd (the South Island’s subsidiary finance company of the Commercial Bank of Australasia, now Westpac), Taurus Group and Castlemain Capital Limited.
Alister is also presently the chairman of a large Central North Island timber processor and it is his considerable experience as a director of several SME’s that gives him a clear understanding of the issues relating to governance, management, succession and strategic planning for New Zealand SME’s and their funding requirements.