Financial advisor in Auckland

832 results found

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  1. 425

    Frank Accounting Limited

    ★★★★★ 5
    Closed

    “I met Lee through an Icehouse event and have since partnered with the FrankHQ team to help keep abreast of our business at a board level, develop our business plan and improve the efficacy of our board meetings. We are a family business with strong personalities so his involvement as an independent has been of huge value for us to consolidate ideas and plans, get them into a business plan and overlay that in our Management Report by way of a forecast and budget - step changing how we operate. I initially had resistance at a board level bringing them on as "we don't need another accounting firm". Any concern quickly evaporated and all members saw the value the FrankHQ team added as a business development partner - Their accounting services is second to none, but merely a tool in their offering rather than a cornerstone of their business. Lee brings with him a highly capable team, a wealth of knowledge and a huge amount of contacts across industries to help us in day to day operations as well as conduct due diligence and analysis of opportunities and projects. I cannot recommend the FrankHQ team highly enough. I don't know how we were operating without them all these years!”

    Address: 117 - 125 Saint Georges Bay Road, Parnell, Auckland 1052, New Zealand

    Phone: +64 9 520 5100

    Website: frankhq.co.nz

  1. 427

    Ursacorp Consulting

    ★★★★★ 5
    Closed

    “I need to complete my individual income tax return for this financial year as self-employed, but I have no idea how to do it. My friend recommended this firm to me last night. I called them this morning. Cookie, a lovely lady, answered me and provided me with a professional solution. It's very helpful for me, and it's free! I think I will use their further service if necessary.”

    Address: 29 Albert Street, CBD, Auckland 1010, New Zealand

    Phone: +64 9 363 9966

    Website: ursacorp.co.nz

  1. 431

    Insight Accounting

    ★★★★★ 5
    Closed

    “I’ve been with insight accounting for a few years now, it’s been a real positive experience, i would highly recommend. I didn’t know much about the ins and outs of my tax situation, Mark and the team have been so helpful to inform and guide me through the process to work together to come up with the best way for my situation to handle tax. The process is so simple and their systems for processing your tax jnfo etc is very user friendly.”

    Address: 507 Lake Road, Takapuna, Auckland 0622, New Zealand

    Phone: +64 9 486 6099

    Website: insightaccounting.co.nz

  1. 437

    Professional Finance Limited

    ★★★★★ 5
    Closed

    “Excellent service & communication, from start to finish an example of fantastic customer service will definitely use their great services in the future! Fameeza was amazing and she knows what exactly customer want to get their dream house. Thank you, a lot, and keep up the good work.”

    Address: 5 Azzurro Way, Flat Bush, Auckland 2019, New Zealand

    Phone: +64 21 943 067

    Website: professional-finance.co.nz

  1. 450

    “Our search for a home to buy was not that easy until I came to know Allan Nichol of First Rate Mortgages and his expertise really helped us a lot. He is our 10th Financial Adviser who made our desire to have a home to be called our own, came true. His work ethics is so commendable and we didn't expect that at times he will go up and beyond his duty. His knowledge and skills as an adviser truly made us find our first home. Allan is really hands on with regards to the property that we are looking at and he would love to be involve to help us in our decision making by laying down his suggestion and recommendation. Excellent customer service he has truly made a huge success in our journey of obtaining our first ever home. Thank you so much from the bottom of our hearts.”

    Address: 65 Coachman Drive, Flat Bush, Manukau 2016, New Zealand

    Phone: +64 9 959 0363

    Website: firstratemortgages.co.nz