Financial advisor in Auckland

“Andrew is a true professional and works extremely hard to deliver a successful outcome for the client. He has a great wealth of knowledge in this market sector and it was a pleasure to work with him.”

“I worked with John Dooley and found him to be extremely professional and provided options for me that worked best for me based on my needs and situation. All done in a non pushy way. Highly recommended”

“David and his team have helped me with my insurance since the beginning of my contracting career 8 years ago. Over this period he has always been approachable with any questions I may have had. He has also helped myself and my wife when we brought our first home. Ensuring we were covered for any unexpected turns. We would highly recommend David and his team to any of our friends and family!”

“Yang Gu has been my Insurance Adviser for many years. He looked after all my personal risk policies and gave advice when life evolves. When I started my own business he also helped with Business Insurance and as always dependable and professional. If you needed an independent expert in insurance give him a call. Harry Tsui Director HY Mortgages”

“I'm exceeding grateful for Harding Financial in their assistance in sorting out my insurance plan. Initially I thought setting up such a plan would be daunting and time consuming, but Danny explained the process clearly and in an easy to understand format. Moreover the process was very quick and they could assist me despite living all the way back in Hamilton via online video chat. Couldn't recommend them enough.”

“Paul was recommended to us and he and his team have provided exceptional service in our experience so far. They take the time to fully understand your situation, clearly lay out your options, and make considered recommendations. Would highly recommend Paul and his team to anyone looking for a mortgage broker!”

“Highly recommend this company! Made the insurance process so easy for me. Luke was very helpful and professional.”

“Extremely trustworthy advice and information and brilliant customer service too. Definitely contact Glynns Financial!”

“Darcy is great - He has a way of explaining finances and markets that just make sense. He set us up 4 years ago to reach our targets and after a second session we are on our way to our next goal. Worth the money 100%”

“Jack and Russell provided excellent information and support for me during the process of buying an apartment. Jack is a very personable young man but also very professional. He was very patient with me and explained things well always reassuring me that I could contact him if there was anything I was concerned about or did not understand. I highly recommend both Jack and Russell.”

“I have been working with Mohit for 6 months and I am extremely satisfied with the service. They are knowledgeable, reliable, and always provide clear explanations, making the complex world of taxes and finances easy to understand. Whether it’s personal taxes or business accounting, Taxspace consistently goes above and beyond to ensure everything is handled accurately and on time. I highly recommend them for anyone looking for a professional and trustworthy accountant!””

“Before I met Chun, I didn't think unicorns were real, but Chun and his team at Good for Business proved to me that they are. The advice and attention to detail that the team has for my business is outstanding, working with them is a breeze and they genuinely are good for our business - I'm so happy and proud to have Chun on our journey as our advisors and accountant. I couldn't recommend them more 10/10.”

“I was very happy with the comprehensive review and plan for our insurance from Daniel. He takes the time to explain all aspects thoroughly and work out a plan to suit you. His communication and follow up was great too.”

“I will definitely recommend Jith and his team to anybody looking to sort their Mortgage and/or Insurance out. He has been nothing short of amazing. The process was quick, smooth and stress free for us. Our lifestyle is very on-the-go, so to find someone willing to input the same amount of energy and care that we would into finding the best deal has been a true blessing. We are very thankful and grateful to have crossed paths. On top of all that, we walk away with close to 40k in savings per year. We look forward to working together with you again.”

“Michael and his team helped us to get our mortgage and they were so helpful every step of the way. They were patient with us and explained everything so we understood what was going on and they got us the best outcome for our situation. We are very grateful for their work and for how friendly and helpful they were. We would definitely recommend Cave Financial to anyone who is looking for financial advice of any kind.”

“Eugene at Twine has been awesome to work with. He is very knowledgeable not only in what he does as a mortgage broker, but also of financial markets. His insights are definitely invaluable when you're thick into weighing up options. Perhaps more importantly, his level of service is 2nd to none. Communication is smooth and easy, and he goes the extra mile to provide reassuring support when it really matters. We love working with Eugene, and couldn't recommend him enough.”

“This was my first time purchasing a house, I went in totally blind not knowing much at all. Ben made everything seamless and easy from start to finish. He went the extra mile, is incredibly knowledgeable, and always took the time to explain things in a way I could understand. Thanks to him, I felt far less stressed and had complete confidence in the process. His communication was fast and consistent, and I honestly couldn’t have asked for a better experience. I’ll be recommending Ben to anyone looking for a mortgage broker and will always go back to him in the future. Hands down the best MB!”

“Chun seriously knows his stuff when it comes to taxes and finances. He is always quick to respond and explains things in a way that makes sense. His expertise has help our business significantly. Highly recommended!”

“Absolutely stoked we were referred to Neil by a friend - had no idea you could get such great advice and service for property finance and advice looking forward to the future. Worth the time and every cent in comparison to dealing with banks and brokers who take the cookie cutter approach. I'll be back”

“Network financial Services have assisted both my wife and I for many years. They have provided a professional service and always do their best to find the most appropriate solutions for the client. I have no hesitation in recommending them and have done so on a number of occasions to clients of mine.”

“A big thank you to Udita and Ajay for sorting out our mortgage. They are very knowledgeable and organized with attention to detail. They made the whole process easy and offered great guidance throughout the entire process. Also got a good deal better than the banks. We couldn't have asked for a better experience. Highly recommend Penguin Financial Services.”

“Highly recommend. Ants helped us get a grip of our finances and a clear picture of what we needed to do to get our first home. Extremely, knowledgeable and everything simple for us to understand. Thank you!”

“Had a great experience with Ingimar at Haven Financial Advisors. He helped me heaps, explained everything in plain English, and made the whole thing easy and stress-free. Really good guy to deal with and knows his stuff. Would definitely recommend.”

“Exceptional Financial Services I recently had the pleasure of working with Richard from Acquire Financial Services for my first home purchase, and the experience exceeded all my expectations. Richard truly went above and beyond to ensure a smooth and successful financial process. From the initial consultation to the closing of the deal, Richard demonstrated a level of professionalism, expertise, and dedication to assist me every step of the way. He took the time to thoroughly explain every step of the financial process, making sure I felt informed and confident throughout the entire journey. What impressed me the most was Richard's commitment to finding the best financial solutions tailored to my specific needs and circumstances. He went the extra mile to explore various options, offering valuable insights and guidance that ultimately helped me secure the most favourable terms for my mortgage. Communication was seamless, and Richard was always prompt in responding to my queries, ensuring that I felt supported and well-informed. The level of attention to detail truly made a significant impact on my home-buying experience. I highly recommend Acquire Financial Services to anyone seeking exceptional financial services. Richard's dedication, knowledge, and genuine care for their clients make Acquire Financial Services a standout choice for anyone navigating the complexities of a first home purchase. Thank you, Richard, for making this significant milestone in my life a positive and memorable one!”

“They provided outstanding support throughout a long and complex Inland Revenue process, while I am living overseas. Vinay and Matthew were patient, thorough, and highly persistent, keeping me informed at every step and following up consistently until the matter was resolved. Communication was clear, expectations were well managed, and the outcome exceeded what I expected at exactly the right time. A genuinely professional and reliable team that I would confidently recommend.”

“Kunal and Angie have processed my taxes for many years now. They have always been very approachable , thorough and provided informative guidance . I am very happy with their service and grateful to my friend for recommending them to me.”

“I had an excellent experience with global finance recently. Parveer Singh helped me obtain a better cash back deal with my current bank. Also took the stress out of contacting bank to refix loan.”

“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!”

“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.”