Audit & Consulting in Auckland

“Sam Kodi is an exceptional financial advisor and a true expert in the industry. His depth of knowledge, combined with a practical approach, sets him apart from others in the field. Sam doesn’t just offer generic advice, he takes the time to truly understand each individual’s financial situation, goals, and concerns. What stands out the most is his genuine commitment to adding real value to people’s financial lives. He listens attentively, communicates clearly, and delivers tailored solutions. Sam builds trust effortlessly and helps his clients feel confident and secure. In every interaction, he demonstrates professionalism, integrity. Sam Kodi is exactly the kind of advisor you want on your side: knowledgeable, trustworthy, and truly invested in your success.”

“Excellent results with simplicity. We have earnt very good interest in our investment accounts. When withdrawing funds it was quick and easy. Love how it supports local kiwi organizations and that it is morally bound with its overseas investment choices. 100% recommend”

“Murray and Danielle have been nothing but amazing for my partner and I's first home purchase, any question we had no matter how silly they were always happy to chat. The time, care and attention they put into our application was beyond our expectations, and now we can officially say we're home owners! Thanks again guys.”

“I highly recommend the team at Wealth HQ and just wish I had found Andy Turner and his team a lot sooner. Absolutely outstanding service I could not be happier and they genuinely care and want to achieve the best for us and work hard to set us up for a positive outcome and solutions. 100% genuine and 100% committed I look forward to a long working relationship with the Wealth HQ Team.”

“Previously I had been to other firms regarding my income tax but my experience with this team was great. My tax lodgement went smoothly. As my agent they also advice me on many tax matters and cleared my doubts. I would recommend this team to anyone who is looking for accountant or any other accounting issues. Great team great work. Thanks guy's.”

“Outstanding Service from Global Finance! I’ve been working with Global Finance for the past few years, and their support has consistently exceeded expectations. Most recently, I had the pleasure of dealing with Gaurang, who provided exceptional guidance on how to pay off my mortgage faster, save on interest, and even secured a cashback offer from my lending bank. The team at Global Finance is highly trained, professional, and truly understands the importance of tailored advice. They take the time to understand individual needs and offer solutions that make a real difference. Whether you're looking for a mortgage or insurance advice, I would wholeheartedly recommend Global Finance. Their dedication and expertise make them a standout in the industry.”

“Matt was absolutely fantastic to work with! He made the whole mortgage process smooth, stress-free, and easy to understand. His communication was prompt, clear, and professional every step of the way, and he truly went above and beyond to get us the best possible outcome. We felt supported and informed throughout the entire process. We can’t recommend Matt highly enough—thank you for all your help!”

“Kerwin and the team are absolutely amazing, highly recommend SBA Remuera!!”

“As first-home buyers, we were naturally overwhelmed and unsure about the whole process — especially when it came to our finances. But from the moment we met Varun, everything changed. He made the entire journey feel smooth, stress-free, and surprisingly enjoyable. His guidance was not just professional, but genuinely thoughtful — he took the time to explain everything clearly, helped us understand how to manage our mortgage smartly, and even gave us great tips on how to save and repay faster. We truly felt supported every step of the way. It was an absolute pleasure working with him, and we’ll definitely be reaching out to Varun again in the future. Thank you for making our first home dream come true!”

“I have been with SBA Pukekohe for a couple of years now and have had a very positive and professional experience! They take the time to answer any questions I have always and have made my life so much easier as I run my business. Highly recommend! Thanks team”

“I was a bit shy in the beginning, but Rupesh made me feel completely comfortable right away. What started as something I was nervous about turned into such a positive, empowering experience! He explained everything clearly and made budgeting feel simple and even fun. I’m so grateful for his support and excited to see where my journey goes from here. Highly recommend!”

“Truly recommend NZ Funds as a team to partner with. My experience with them has been top notch. Chris Monnier was the ideal person to interact with me (knowledgable and not pushy), plus he was able to explain their Kiwisaver proposition clearly and even challenged some of my pre-existing notions. Since transferring my funds over, I have noticed solid/significant growth in my portfolio. Love the app and Chris continues to answer questions whenever I message. Best decision ever!”

“I had an excellent experience with Advisory window.Their service was professional, honest, and very easy to work with. Communication was clear and timely, and they made the entire process smooth from start to finish. I really appreciate their reliability and attention to detail. Highly recommended,”

“5 years ago we took our first step towards being Business Owners. It was a very big step for us and we needed someone who could guide us and support us in terms of our finances. We came across Business Like through our google search and decided to go with them. A decision we have not regretted. We have worked alongside Rachel Green, who has extensive knowledge around childcare businesses. She supported us well and provided us with the guidance that we initially needed to ensure we had a smooth start. Rachel is professional, knowledgeable in what she does, very friendly, and prompt in her responses. Always available over the phone or email if we need quick advice, or if we feel there is a need to have a face to face chat, then that is also always an option. All staff at Business Like are very friendly and always helpful. Also very cost effective. Happy and satisfied customers who will definitely recommend you to give Business Like a chance to look after you. Thank you Rachel Green and Business Like. Preenika and Ritesh”

“It was great working with Preet. He has a great experience to understand the needs and introduces the best options for the loan. Highly recommended. Made my life easier. Thank you Preet.”

“The Team at Loan Market Team Patten were absolutely awesome. Michelle is fantastic to deal with & really knows her stuff. Ruth is also amazing. Highly recommend them. Your finances are in good hands.”

“I never thought in a million years that buying a property for myself was even possible. I’d written it off as something “other people” could do. Then I met Simon McDonald and the team at MortgageHQ. Simon didn’t just run the numbers, he challenged my beliefs, backed me with a strategy, and showed me step-by-step how the impossible could actually be possible. His confidence, clarity, and genuine care turned one of the most overwhelming journeys of my life into something exciting and achievable. Thanks to Simon and Kevin at MortgageHQ, I’m now a homeowner, a sentence I honestly never thought I’d be able to say. If you want someone who believes in your goals even before you do, this is the team you want in your corner. Absolute game-changer.”

“I have been with Allsure for the last ten years and I can honestly recommend them. Every year we get Christmas & Birthday Cards and they always touch base with changes, suggestions and just good old fashion service. They’re lovely to deal with. Thank you Allsure for ten years of coverage. As the saying goes: “Rather have it and not need it, than need it and not have it””

“I was very pleased and impressed with the service I received from SBA 1 Silverdale Street, Silverdale, Auckland 0932 I was also impressed with the receptionist who answered the phone and was able to answer my questions.”

“Yvonne, Lorraine and Jeff were amazing throughout the whole process for us. From getting pre approval last year to deciding we weren’t ready yet to then coming back a year later and successfully settling on our first home! As first home buyers I really had no idea what to expect or what we were doing and Yvonne really helped keep me calm throughout the whole process. I would recommend to anyone! Thank you again!”

“I highly recommend Kiwi Chartered Accountant Limited (Ramesh). He consistently delivers excellent service, ensuring my taxes are handled efficiently and accurately. His expertise and reliability have been invaluable, and I appreciate his dedication to providing top-notch support.”

“My Wife and I were very impressed with the financial plan Chane assisted us with, her knowledge and expertise along with her investment advice was perfect for us and our situation. I have since referred a number of grateful friends and clients to her who have had the same excellent experience. Very professional - I can highly recommend Chane as a Financial Adviser.”

“Sarah was an amazing help through our entire homebuying process. As a couple of pretty naive first home buyers, she made everything as easy as it could have been and helped my partner and I understand every step. Our journey wasn't without a few snags and Sarah was always optimistic and put our best interests first. I look forward to continuing our relationship with her and would recommend her to anyone whether it's your first mortgage or 50th.”

“I'm very confident in the team at Tax & Trust. I've been working with them for well over 10 years, and even though I only use them for tax preparation, I am extremely happy with their responsiveness and year-round service. Big ups to Danny who copes with my tax complexities (and me) in a calm and competent way. This is the team you want.”

“I had a really positive experience speaking with Stephen today about my KiwiSaver. He took the time to clearly explain my options and helped me understand my next steps with confidence. His guidance was supportive, easy to follow, and tailored to my situation. I left the conversation feeling much more informed and reassured. Highly recommend Stephen for anyone needing help with KiwiSaver!”

“Great service and outstanding customer service. I have done a couple of loans via AIFP, Pankaj has been extremely helpful and got my loans approved within the deadline. Highly recommended!!”

“Emily, my accountant at SBA Newmarket, is lovely and amazing. She does a perfect job with all my accounts and always provides information and documents immediately when requested and always answers my enquiries. Five stars forever :)”

“We are very happy with your accounting service; everything is managed very quickly. If we are ever confused and do not understand anything, it is carefully explained to us. SBA is very well recommended.”

“Excellent service. Great to deal with...”

“I am now in my second year of using Property tax returns for my modest investment. This year they went above and beyond sorting out a sticky old tax situation for me. Even though I'm a small guy they went above and beyond and made me feel a very valued customer. Strongly recommend.”