Financial advisor in Auckland

832 results found

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  1. 61

    Momentum Financial Limited

    ★★★★★ 4.9
    Closed

    “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.”

    Address: 38 Harvest Avenue, Orewa, Orewa 0931, New Zealand

    Phone: +64 21 883 995

    Website: momentumfinancial.co.nz

  2. 62

    “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+++”

    Address: 261 Morrin Road, Saint Johns, Auckland 1023, New Zealand

    Phone: +64 21 738 895

    Website: onpointadvice.co.nz

  1. 64

    NZ International Tax & Property Advisors

    ★★★★★ 4.8
    Closed

    “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!”

    Address: 28 Remuera Road, Newmarket, Auckland 1050, New Zealand

    Phone: +64 22 061 6521

    Website: nztaxprop.co.nz

  1. 68

    Financial Doctors Limited

    ★★★★☆ 4.6
    Closed

    “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”

    Address: 7 Commodore Drive, Lynfield, Auckland 1024, New Zealand

    Phone: +64 274 828 057

    Website: financialdoctors.co.nz

  2. 69

    Element Financial Ltd

    ★★★★☆ 4.6
    Closed

    “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!”

    Address: 1 Albert Street, Auckland CBD, Auckland 1010, New Zealand

    Phone: +64 27 619 4106

    Website: elementfinancial.co.nz

  1. 70

    Hatton Financial Services

    ★★★★☆ 4.5
    Closed

    “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.”

    Address: 120 Kitchener Road, Milford, Auckland 0620, New Zealand

    Phone: +64 9 626 2286

    Website: hattonfinancial.co.nz

  2. 71

    Advantage Business Advisors

    ★★★★☆ 4.5
    Closed

    “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”

    Address: 60 Highbrook Drive, East Tāmaki, Auckland 2013, New Zealand

    Phone: +64 21 900 001

    Website: advantagebusiness.co.nz

  1. 76

    “Have just finished my first year with Enableme and it has been fantastic. I have learnt a great deal and changed my habits more than I imagined possible. Hannah had me hooked after my first consult with her and through out the year Jane has been so supportive and I really loved every meeting I had with her. I am excited about my second year and wished I had started with enableme earlier. The help they provide is brilliant.”

    Address: 165 The Strand, Parnell, Auckland 1010, New Zealand

    Phone: +64 9 281 4118

    Website: enable.me

  2. 77

    Zenith Financial Group

    ★★★☆☆ 3
    Open

    “Yes, Thank you. I could not have done it without Zenith Financial Group. I was able to repair my credit and close on my house in less than a year.”

    Address: 402A Titirangi Road, Titirangi, Auckland 0604, New Zealand

    Phone: +64 800 936 484