Financial advisor in Auckland

“Having met Blair and his team recently I was impressed by the tenure and loyalty of his staff and clients. While he does not take it for granted, he was surprised when I pointed it out to him how commendable this was as a business and a leader. Great work.”

“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.”

“Mr. Mukesh @ Macro Accounting is transparent, prompt & reliable. He patiently explains tax matters, guiding clients with care and clarity. His professionalism & swift service make the entire process smooth & stress-free. Truly appreciate his support - highly recommended!”

“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.”

“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””

“It's very rare i do this unless I appreciate someone's service. I've been dealing with Connie for the past nine months on professional international tax advice. This pertains to my permanent relocation from one country to another and ensuring I'm obtaining the right tax advice regarding Work and Superannuation to be compliant with NZIRD rules and regulations. This can be extremely confusing. Connie's advice initially doesn't come cheap however, with taxation advice you don't want the cheapest advice possible. You need to get this stuff right and the outcomes, if gotten wrong, can be financially disastrous. I found Connie EXTREMELY professional and very meticulous in her research and final summations. I highly recommend Connie to any prospective person requiring International and property advice. A very capable professional worth every cent you invest in her fee for service. She is worth it... Thank you so much Connie. You provide an invaluable service navigating the complexities of international taxation!”

“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!”

“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.”

“I would like to extend my heartfelt appreciation for Sunil, the Mortgage and Insurance Advisor at Life Secure. Sunil's expertise and dedication have made a significant impact on my financial planning journey. Sunil's extensive knowledge in both mortgage and insurance sectors is truly commendable. He has a remarkable ability to simplify complex concepts, making it easier for clients to understand their options and make informed decisions. Throughout our interactions, Sunil has consistently demonstrated patience, attentiveness, and a genuine commitment to helping me achieve my financial goals. His proactive approach ensures that each step of the process is seamless and stress-free. Sunil's attention to detail and thoroughness in addressing my concerns have been invaluable. He takes the time to listen and tailor his advice to my specific needs, which has instilled great confidence in his recommendations. I have been particularly impressed by Sunil's responsiveness and reliability. He is always available to answer questions and provide support, regardless of the time or day. This level of dedication has been a key factor in fostering a strong sense of trust and assurance. Overall, Sunil exemplifies the qualities of an outstanding advisor—knowledgeable, supportive, and truly invested in the well-being of his clients. I feel fortunate to have such a talented professional as my friend and advisor. I highly recommend Sunil to anyone seeking mortgage and insurance advice, and I am grateful for his exceptional service. Thank you, Sunil, for your unwavering support and expertise. Your contributions have made a profound difference, and I look forward to continuing to work with you.”

“Richard as a business coach is generous with his time and knowledge. If you are looking for clarity and direction in your business, he is the business advisor you need to talk to. He breaks things down in an easy to understand manner. I left the meeting with him knowing what I needed to do to turn my business around. Most importantly, I left with a change of mindset.”

“We truly appreciate their expertise and support, and we look forward to working with them again in the future. Highly recommended!”

“I reached out to John to take a look at my Kiwisaver and Insurance coverage for my business as a sole contractor. John is very professional with the key knowledge to provide me with the right information, products and services that suited best for me. I would highly recommend him and his team! A+++”

“I would highly recommend Malcolm Ashton, he is so helpful, knowledgeable, and very efficient. He always has your best interests in front of mind, and he will always take time to explain policies (pros and cons) so that you understand and will always have the most suitable policy (in my case, medical insurance), for your needs. I have absolutely no hesitation in giving 5 fabulous stars along with my recommendation to use Malcolm's services. Thank you.”

“Great service from Bruce and the team.”

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

“Excellent service! Very thorough. Highly appreciated.”

“Best team out there, cant recommend them enough. Been with them a few years now and got more support from the team than anywhere else and will be with going forward. Keep up the great work team”

“Nikita, thanks for your help to make sense in the complexities of many life and trauma insurance options and constantly ensuring that I am getting the best option for my needs. Your assistance with showing me how to use AIA Vitality membership unlocked a lot of benefits for me which I didn’t realise existed. I am also thankful for completed personalised investment plan which you have done for me. I find your help to navigate thru many unknowns really valuable as I learn to realise the potential of investment in most safe and effective way for me. Thanks!”

“My wife and I purchased our first home recently. We would like to acknowledge the exceptional service that we received during the entire mortgage process. And with our House and Life Insurance process. Amitesh Singh's professionalism and knowledge of the industry was impressive and truly appreciated. He kept us advised every step of the mortgage process. Also he was always available to answer every question we had. We would highly recommend Amitesh for any of your mortgage needs. Yam & Sharmila”

“Jonty has always been fantastic! we met him 4 years ago and he continues to deliver.. He explains everything thoroughly. it is always a delight to work with him. We cannot thank him enough for all he does. there is only on word for Jonty - EXCELLENT!”

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