Financial advisor in Auckland

832 results found

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  1. 271

    Insurance Design

    ★★★★★ 5
    Closed

    “My family has been with Insurance Design Limited for over 20 years, and Anthony has always gone above and beyond. He feels more like family than an adviser — always there when we need him, genuine, and supportive. He listens, understands, and works with what truly suits us, always keeping our best interests at heart. I couldn’t recommend Anthony and Insurance Design Limited more highly.”

    Address: 34 William Pickering Drive, Albany, Auckland 0632, New Zealand

    Phone: +64 9 447 3260

    Website: insurancedesign.nz

  2. 273

    Non Bank Broker

    ★★★★★ 5
    Open

    “Stuart and his team are a valuable resource and help. So happy with how he has handled us and our situation. Highly recommend giving him a call and having a chat. Looking forward to a positive outcome for our family, thanks Stuart and the team ⭐️⭐️⭐️⭐️⭐️”

    Address: 124 Hobsonville Road, Hobsonville, Auckland 0618, New Zealand

    Phone: +64 21 984 340

    Website: nonbankbroker.co.nz

  1. 274

    Smart Numbers Ltd - smartnumbersbiz

    ★★★★★ 5
    Closed

    “A friend recommended me to use Smart Numbers Accountants and I am pleased with how much help, advice and support I have been receiving from Craig. I'm entering my fourth year of trading and I've noticed Craig and the team working to make sure all my questions, big or small, have been answered. I'd recommend Craig to anyone looking for support with a new business venture or who is looking for great advice from someone who's been in the game a long time.”

    Address: 30 Jackson Way, Redvale, Auckland 0993, New Zealand

    Phone: +64 27 293 0713

    Website: smartnumbersbiz.com

  1. 277

    Approved Investments

    ★★★★★ 5
    Closed

    “Excellent services coupled with good solid advice principals made working with Andy & Sam a pleasure. Highly recommend.”

    Address: 66 Kestrel Heights, Arkles Bay, Whangaparāoa 0932, New Zealand

    Phone: +64 800 110 513

  2. 278

    Athena Wealth NZ

    ★★★★★ 5
    Closed

    “Post a relationship- separation I had a financial planning meeting with Sumita to put some goals and plans in place relating to my retirement and investments as a single woman. The whole process was enlightening even though I am a financial adviser myself. I now have a plan for my retirement which has a mix of diversified investments based on my risk profile including a mix of higher and lower risk investments. Thoroughly recommend.”

    Address: Murano Place, Chatswood, Auckland 0626, New Zealand

    Phone: +64 21 210 8787

    Website: athenawealth.nz

  3. 279

    Lifetime North Shore

    ★★★★★ 5
    Closed

    “Hope, who runs the accounting division is highly dependable, has a solid network of other professionals and is unflappable in the face of adversity. 10/10 would recommend.”

    Address: 4 Antares Place, Rosedale, Auckland 0632, New Zealand

    Phone: +64 9 631 7748

    Website: lifetime.co.nz

  1. 282

    EriksensGlobal

    ★★★★★ 5
    Closed

    “Eriksen's prepared a detailed and professional actuarial report that proved the only pivotal solution at a difficult time. It formed the basis of agreement and their inclusive, compassionate, friendly, and comprehensive client service., World class from this stand out profesdionally family run business. Bravo!”

    Address: 2 Burns Avenue, Takapuna, Takapuna Beach 0622, New Zealand

    Phone: +64 9 486 3144

    Website: eriksensglobal.com

  1. 284

    TaxBridge Limited

    ★★★★★ 5
    Closed

    “Mike has been invaluable in guiding me through some very complicated issues in relation to my personal tax. His knowledge of the NZ and UK tax systems is extensive and he was able to present me with a clear path through to a very satisfactory resolution. Mike is a great guy, he's very easy to work with and his advice is always sensible and to-the-point and,above all, he makes even the most convoluted issues understandable. I recommend him to anyone who needs tax advice - you will be sure to receive excellent service.”

    Address: 861A Whangaparaoa Road, Manly, Whangaparāoa 0930, New Zealand

    Phone: +64 21 816 541

    Website: taxbridge.co.nz

  1. 300

    embooks accounting & bookkeeping

    ★★★★★ 5
    Closed

    “Emma has been doing my accounting since 2023 and has been amazing to work with. She helped me get everything sorted when I bought our new dog food manufacturing business - Tukkathyme - from sorting out the accounting systems to integrating everything with Xero so it's streamlined and easy to manage. She takes care of all my monthly bookkeeping, tax, and accounting. Super reliable, easy to talk to, and always gives clear, practical advice. She's made the financial side of running a business easy and manageable. Highly recommend!”

    Address: Waimauku 0883, New Zealand

    Phone: +64 274 890 283

    Website: embooks.co.nz