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Travis Moan
Mortgage Broker at Mybroker.nz
Professional Background
Travis Moan is a distinguished mortgage broker and insurance broker based in Auckland, New Zealand. With a wealth of experience in the financial sector, Travis has built a solid reputation for helping clients navigate the complexities of mortgage lending and insurance policies. Currently, he serves as a mortgage broker at MyBroker.NZ, a prominent organization dedicated to fostering home ownership through personalized financial solutions. His extensive knowledge in mortgage products and careful analysis of market conditions enhance his capability to advise clients effectively, ensuring they secure the best possible outcomes for their financial investments.
Before his current role, Travis held the position of Company Director at MBS Insurance and Home Loans where he managed operations and cultivated strategic partnerships that expanded the company’s client base. His leadership skills and commitment to excellence have been integral in driving the company’s success. His transition into the mortgage industry was buoyed by an admirable career as a superbike rider with the BMW Group, where he developed a strong sense of discipline, competitive spirit, and focus that he now brings to his client engagements in finance. Moreover, his background as an investigator at the NZ Police has endowed him with a keen analytical mind and exceptional problem-solving abilities, which further enhance his effectiveness as a mortgage broker and ensure that he approaches each project with utmost diligence and care.
Education and Achievements
While specific details about Travis’s formal education are not provided, his diverse professional experiences suggest a background steeped in hands-on learning and real-world application. The skills he cultivated as a police investigator—such as critical thinking, attention to detail, and a methodical approach to problem-solving—are invaluable in the financial sector, where understanding client needs and market dynamics is essential. In addition, his accomplished career as a superbike rider indicates a dedication to mastering his craft and achieving personal and professional goals, qualities that resonate deeply in his current role as a mortgage broker.
Travis's career has evolved from thrilling high-speed racing to navigating the fast-paced world of finance. His unique pathway has allowed him to develop a multifaceted skill set that contributes significantly to his effectiveness in mortgage and insurance brokerage. Travis is deeply committed to empowering individuals and families toward achieving their financial aspirations, a mission underscored by his proactive and supportive approach.
Key Achievements
Throughout his career, Travis has seamlessly blended his diverse experiences to create a fulfilling professional pathway. His role at MyBroker.NZ has allowed him to represent clients' interests vigorously while also focusing on personalized service, which is a hallmark of successful financial consulting. Not only does Travis provide expert advice, but he also nurtures lasting relationships with clients, understanding that trust and communication are paramount in financial dealings.
In his role as a Company Director at MBS Insurance and Home Loans, Travis's leadership contributed to the growth and sustainability of the business. He was instrumental in devising innovative solutions for clients' financial needs—an effort that speaks to his commitment to excellence in the service industry. Additionally, his background as an investigator with the NZ Police showcases not just his dedication to professional development but also his intricate understanding of legal and ethical considerations when advising clients on mortgage and insurance matters.
As he continues to thrive in the mortgage and insurance arena, Travis Moan exemplifies how diverse experiences can converge to empower professional success and client satisfaction. With a strong focus on client needs and a breadth of experience, Travis is well-equipped to help individuals and families achieve their home ownership dreams in Auckland, all while providing expert insurance solutions that give his clients peace of mind.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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