Financial advisor in Auckland

“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”

“Working with Murray Fulton from Advantage Business has been a game-changer for me and my business, Stag 4x4. As the owner, I was struggling to wrap my head around planning an exit strategy — something I’d been putting off for too long. Murray took the time to understand not just our business (the best independent Land Rover garage in NZ!), but also where I wanted to go personally. He helped me shift from feeling stuck to actually feeling excited about the future. His advice is practical, clear, and always focused on what works. Murray isn’t just a consultant — he’s a trusted advisor and someone I’d absolutely recommend to any business owner wanting support, structure, and a fresh outlook on growth or succession planning. – Morris Turner, Owner of Stag 4x4”

“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.”

“Theresa has a wealth of knowledge and has been amazing through my insurance review process and gave sound advice on my Kiwisaver to ensure that I will be well covered for my retirement years. Thank you Theresa for your expertise and guidance.”

“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.”

“The Wise Advice team (special shoutout to Ratnesh) did an amazing job with my tax accounts. Very appreciative for the efforts. Definitely recommend.”