Financial advisor in Auckland

“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!”

“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!”

“"Tulip Financial Services Limited" was recommended to us a few years ago by a friend. At the time we were searching for a knowledgeable, proactive agent that would find the best policies to fit our needs. We wanted a professional we could rely on to continually keep our policies updated with the right coverage and competitive rates. We found exactly what we were searching for. Mahesh and his staff have met and exceeded our expectations from day one. They provide excellent customer service with ongoing communication and personalized support. It has been our experience that going above and beyond is the norm for Mahesh and his team.”

“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.”

“Very professional and transparent advisor.”

“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!”

“Excellent service! Very thorough. Highly appreciated.”

“Rod has been my adviser for many years. He gives good advice and helpful planning tools that bring piece of mind. I rate him highly as a financial adviser with integrity and he has his clients best outcomes at heart.”

“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”

“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.”

“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”

“I have had multiple claims for myself and children processed via Haley of Advice Financial over the last few years. She has always answered my questions promptly and satisfactorily. Further, she has on multiple occasions gone back to my insurer to get them to either waive fees or cover expenses they initially refused to. I can thoroughly recommend Haley and Advice Financial to make your insurance claims process as hassle free as it should be.”

“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.”

“Ben from Fitted Financial was professional, gave me great service and advice. Thanks.”

“Our whole family received very timely and professional advice from Christine. Top tier service - every time we needed advice, we would receive it in no time. We will be continuing to use the services from Maxicare for many years to come”

“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.”

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

“The smartest (and nicest) guy in the room supported by the best EPA (Joan) in New Zealand! I would never go anywhere else for sound financial advice! Strongly recommended. RH”

“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.”

“I just have to share my gratitude for Bradley at Discovery Financial Services. As first-time homebuyers, my partner and I were completely clueless about where to start. Being self-employed added another layer of uncertainty, but Bradley made everything incredibly easy for us. Throughout the entire journey, Bradley's patience and expertise shone through. He guided us step by step, answering all our questions and concerns with a smile. Even though finding our first home took longer than expected, Bradley stuck with us, offering valuable advice and support every step of the way. I can't recommend Bradley and Discovery Financial Services highly enough. If you're in the market for a mortgage and want top-notch service, look no further than Bradley and his team. Thank you for making our home buying experience a breeze!”

“Mark Green has been awesome to deal with, he has helped put things in plain English for me. I would highly recommend him and Milestone.”

“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.”

“Kaushal has been our family’s go to person for all mortgage related work. He is not only very knowledge but also street smart. He keeps things simple and go the point. Not only us but my extended family also go straight to Kaushal. Whilst others make the process complex and daunting, Kaushal sorts things out over a quick and simple phone call. He is always prompt and responding and values life long relationships. Dharmesh”

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

“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!”