Financial Wellness Group

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Reviews

1. Amy Yerro ★★★★★

   If you’re looking for a top notch mortgage broker, then look no further, Brennen from Financial Wellness Group is your guy! We have worked with Brennen with a few times now, and would not go to anyone else. Brennen is amazing to work with! He made the whole mortgage process smooth and easy to understand, always taking the time to explain our options and answer our questions quickly. He is professional, knowledgeable and genuinely cared about getting us the best deal possible. He was there every single step of the way from beginning to end (and checking in to see how we have settled in) I’d highly recommend him to anyone looking for a mortgage broker!

   almost 6 months ago
2. Bryce Elvy ★★★★★

   Dan has been instrumental to help me visualise my financial goals, to dream, and creating a plan that's clear to follow in order to achieve it. I feel clear in the path ahead and his consistent support gives me the belief to achieve it, as well as his information on my Kiwisaver and other investments to speed up my results.

   almost 7 months ago
3. Corinna Bogenrieder ★★★★★

   Thank you for your help with my KiwiSaver!! I highly recommend Dan and Jayden from the Financial Wellness Group, they are very professional, great to deal with and the process was smooth, easy and straight forward. Looking forward working with you.

   almost 7 months ago

1. Serena Mayen ★★★★★

   Dan and Brennen have been fantastic over the past few years, helping me understand my financial goals, setting up a growth KiwiSaver fund, and health and business insurance. Their knowledge, empathy, and genuine care have made a real difference. I highly recommend them and the whole team for trustworthy, professional advice!

   almost 11 months ago
2. Geoff Brokenshire ★★★★★

   Working with Dan provided me with the tools and the confidence to step into the investment world. His knowledge and expertise is superb. He will match a clients knowledge and ability to accept with the correct investment opportunities. I have no hesitation in recommending Dan and the Financial Wellness Group to anyone wishing to dip their toes into the investment world.

   almost 2 years ago
3. Caitlin Turner ★★★★★

   Dan and Brennen have helped us with insurance and personal finance. We are so happy with their approach and the care they take when dealing with clients. Would highly recommend working with these guys!

   almost 2 years ago

1. Grace Watson ★★★★★

   Brennen and Dan are fantastic to work with. They give great advice and really take the time to learn what you are wanting so they can cater to your needs. 10/10 recommend!

   almost 2 years ago
2. Rohan Dayanand ★★★★★

   The team at FWG have been an absolutely refreshing pleasure to deal with. They had patience, provided thoughtful recommendations and I strongly believe I am now covered with the best policies for income/mortgage protection, trauma and life insurance. Highly recommended.

   almost 2 years ago
3. Caroline Elmore ★★★★★

   Highly recommend Dan and Brennen. They are awesome to work with and have gone over and above to help me get the best out of my investments.

   almost 3 years ago

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