Photo of Coco Li

Coco Li

Insurance Support

Financial Adviser - Mortgage

Let me use my expertise to help you. We treat each customer as an individual, not a number.

To have the opportunity to work within one of the fastest growing finance business such as EverBright Finance is a privilege because their reputation for professionalism is unsurpassed.
Coco is an insurance support and mortgage adviser at EverBright Finance. she will assist all insurance advisers in doing various administrative work, client management, and claim support for the insurance part.

For the mortgage part, whether you are living or investing in a property, some bold decisions may have to be made to move on to the next chapter of your life. Connecting with clients and helping them with those choices is the enjoyable and challenging aspect of a mortgage adviser that Coco loves.

Coco has completed Postgraduate Diploma in Business Administration at Auckland Institute of Studies. Then, she has worked in mid to senior-level office management roles in the Immigration and Education industry for 6 years. It was a business that required meticulousness, patience, listening and communicating accurately with others. She’s proud to say that she has won many clients with their trust and support.

For the last few years, Coco began to enter the financial industry. Over that time, she has developed a good overall knowledge of the financial industry through study and work. Coco can speak fluent Mandarin, Cantonese, and English, and she used to be a volunteer of the Girlguiding NZ to help local girls who want to learn more about Mandarin.

On a personal note, Coco loves spending time with her family. That might be going for walks, out for dinner, movies or just relaxing at home. As a keeping pet family, her family often shares the fun of turning strangers into friends.

A Golden Rule for Coco is “To treat people with fairness and kindnesses”. She knows how to do great work for her clients, and she’d like to help the client find the most appropriate.

 

Contact Me

  • Phone: 021 199 1777
  • Email: coco.li@everbright.co.nz
  • Address: 381 Great South Road, Ellerslie, Auckland

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Call me or fill out contact form to receive an insurance review. I look forward to working with you.