Finance & Loans in Auckland

“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””

“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.”

“We have been with Sureplan for some time now and have found everyone to be absolutely amazing the warmth, kindness (no matter how many questions I ask) the value of their knowledge is second to none...to have someone to guide you through with your financial goals and have the trust that you are being guided in a way that is the best outcome for you...... is priceless!”

“Keagan Bradley is our rep for Aurora Financial. He is AWESOME. Nothing is too much trouble - he remembers everything. I cannot fault his service, attention to detail, professional knowledge or expertise. He is calm in his manner, never pushes any "barrow", LISTENS, and is patient, respectful, engaging, and very personable. Seriously, you could not ask for a better representative to look after your needs. (And no, I am not in any way related or connected to Keagan other than as his very satisfied client).”

“We are overwhelmed with the service provided by Eureka Financial. Sam Khatri is truly a great personality. Very professional, honest and very helpful. We have no knowledge of life and health insurances but Sam showed us the path, gave us true and all the information we needed. Answered all our questions very patiently and do all effort to educate us about different insurance products. He helped us even after hours. He is just a phone call away. Promptly replied all our queries. We were very much comfortable to disclose all our financial and he showed us the way going ahead. Thank you so much for being an incredible advisor and an incredible listener. You constantly helped us put things into perspective and prepared us for great things in the future. Recommended for seeking expert insurance advice.”

“Awesome team at Morfin! Highly would recommend speaking with Mike if you are considering getting life insurance, very cost effective and willing to go the extra mile for you”

“Great service by Kaajal As a first home buyer, she keep guiding me through every process Definitely recommend them”

“Amazing experience here - thanks Kevin for the awesome help!!”

“I have know Karamjit for a very long time. He is reliable, knowledgeable and trustworthy gentleman.”

“Excellent service! Very thorough. Highly appreciated.”

“I've been a client of A.I. Financial Services for many years, now. Richard and the team have gone above and beyond to assist me with my changing mortgage and financial needs over the years. I am beyond grateful for Richard's advice; it's been a game-changer. I highly recommend him.”

“After emailing ~10 financial advisers looking for some general planning & guidance Raiden's response stood out the most. Sadly, in many cases, the FAs who responded seemed disinterested and surprisingly dismissive - I can only imagine this contributes to so many of us putting off financial planning! Raiden came across as someone who agrees FA is for everyone, not just the wealthy. Even via email I found him engaging and easy to talk to. We had an initial session after I'd completed the self assessment he shared, it was so helpful to see where I'm on track, and where I had opportunities to improve/ think a little differently about my finances. I left our session with a few simple 'quick wins' to get started with, and some guiding principles around money management. I don't have the typical financial goals that many people do (e.g. saving for a house, or to have children etc), but that didn't matter - Raiden's approach is focused more around a clients personal values, and he helps to build a financial picture from there. I'll be recommending him to my network as someone to reach out to.”

“I have been a client of Credsol Financial Services for the past year, and my experience has been exceptionally positive. The team at Credsol demonstrates a high level of professionalism, providing insightful financial advice tailored to individual needs. Their customer service is commendable, with prompt responses and a willingness to address any concerns. I appreciate the transparency in their processes, making it easy to understand various financial options and strategies. Credsol’s commitment to financial literacy is evident through educational resources and personalized guidance. They go the extra mile to ensure clients are well-informed, fostering a sense of trust and confidence. Overall, my journey with Credsol Financial Services has been marked by reliability, transparency, and a genuine dedication to client success. I confidently recommend their services to anyone seeking a trustworthy financial partner.”

“Sunil has been amazing to work with. My partner and I were almost ready to give up on the idea of owning our first home in Auckland. We were turned down by many brokers and were told it would be impossible given our spending and banks tight restrictions. Then Sunil came along and brought this sense positivity and calmness he said why don’t we just see where we are at. We submitted our documents and met up with him to discuss our goals and he was very accommodating and actually wanted to get to know us and how he could help with our goals. He explained all the processes in a way we could understand and took his time to do this. He always made sure we were going at the right pace for us. We remained uncertain about even getting a pre approval but Sunil remained positive and reassured us we had a chance and through all his hard work he was able to get us a pre approval on only a 10% deposit on an existing build. He made himself available at all times even during the weekend when we were wanting to put an offer on a house - he took our calls and was very supportive and helpful! We are now unconditional on a property and could not have done it without Sunil. We are so incredibly grateful and appreciative of everything he has done for us and all his hard work. His willingness to help and positivity made everything less stressful in a very stressful situation. He always managed to make us feel calm and reassured. We cannot thank you enough for making our dreams a reality especially when we felt like it was an impossible goal!”

“Cannot rate these guys high enough. Absolutely fantastic to work with. Were very patience with me and understood what me and my family were looking for. Highly recommend for all insurance needs.”

“We have been dealing with Alistair around our mortgage on a new property and he has been nothing short of amazing. Very knowledgeable, explains things in black and white and really helpful. We will 100% be using again and highly recommend.”