About us & our ethos
Your personal financial advisor
Poonam Kumar, iXCEL’s Chief Advisor, is a well-respected, award winning, commercial banker with over 15 years’ experience working in the banking and finance sectors across Australia & New Zealand. Born & raised in Fiji and educated in Australia, Poonam migrated to NZ in 2004, becoming a result-oriented banking expert.
Poonam has experience in all aspects of consumer, business and commercial finance priding herself on client relationship management, ability to negotiate and providing tailored lending solutions. Understanding customers strategies, assisting and building long-term working partnerships is what she believes in.
Our method
iXCEL’s services are not designed to be a one-off transaction. We support our clients through the financial journey through the planning stages, the loan and financing process and onto review cycle thereafter depending on your requirements.
“We invest the time required to find the best strategy and solution for you, your business and your family. Your journey with us starts with a free no obligation consultation.”
Our partners
iXCEL work with New Zealand’s largest and most trusted financial institutions
