Financial advisor in Auckland

816 results found

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Browse financial advisor in Auckland. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 816 results in Auckland. Average rating 2.9/5 based on 20,275 reviews & ratings.

Directory overview

  • 816 Total businesses
  • 2.9 Average rating
  • 62% With reviews
  • 52% With photos

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  1. 142

    Halo Advisers Ltd

    โ˜…โ˜…โ˜…โ˜…โ˜… 5 Open

    โ€œI canโ€™t thank Avi, the Coconut Man, enough for the work heโ€™s done on my health insurance. He took the time to properly review my file โ€” something my previous broker never bothered to do โ€” and discovered an insurance exclusion that shouldnโ€™t have been there. Avi handled the entire process of getting that medical exclusion removed with my insurer, and thanks to him, Iโ€™m now fully covered for anything that may come my way in the future. That peace of mind is priceless. What stood out most was his attention to detail, his communication, and the genuine care he brings to his work. Itโ€™s rare to find someone who actually advocates for you, not just sells you a policy. Highly recommend Avi to anyone wanting a broker who truly works for their best interests. โ€” Ronโ€

    Address: 10 Trotting Terrace, Fairview Heights, Auckland 0632, New Zealand
    Phone: +64 21 183 5835
    Website: haloadvisers.co.nz
  2. 143

    Accountancy West

    โ˜…โ˜…โ˜…โ˜…โ˜… 5 Open

    โ€œBob and Kathy was simply amazing , i has a serious issue with IRD and he sorted it in no time at all ,I found them very easy to deal with and would highly recommend them to anyone needing accountancy work done.โ€

    Address: 6 Mistral Place, West Harbour, Auckland 0618, New Zealand
    Phone: +64 9 416 8557
    Website: accountancywest.co.nz
  3. 145

    Tax Advantage

    โ˜…โ˜…โ˜…โ˜…โ˜… 5 Open

    โ€œBaptist has keen eye for details and got me a substantial tax refund with his negotiations. He is a qualified chartered accountant with good knowledge of tax laws and changes. Highly recommended to anyone looking for a qualified accountant to finalise your tax returnsโ€

    Address: 300B Hillsborough Road, Hillsborough, Auckland 1042, New Zealand
    Phone: +64 21 815 040
    Website: taxadvantage.co.nz
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  1. 146

    Coconut Finance

    โ˜…โ˜…โ˜…โ˜…โ˜… 5 Closed

    โ€œWe just bought our first home with the help of mortgage advisor Mia. She has been very professional and patient through out the process. She gave us some great ideas regarding finance, as we had less than 20% deposit. It was a stressful journey especially buying somewhere else when we were in Auckland. Mia explained the process well, step by step, happy to answer all my questions in a timely manner. Would highly recommend her to any first home buyer.โ€

    Address: 2A/372 Rosedale Road, Rosedale, Auckland 0632, New Zealand
    Phone: +64 800 262 6688
    Website: coconutloans.co.nz
  2. 147

    RSM New Zealand (Auckland North)

    โ˜…โ˜…โ˜…โ˜…โ˜… 5 Closed

    โ€œCarl and Delilah have looked after my accounts for the past few years. They are very responsive and have been able to help with some matters at short notice that were important to my partner and I. Willing to go above an beyond and provide sound advice. Carl and the team at RSM are highly recommended.โ€

    Address: 17 C Corinthian Drive, Albany, Auckland 0632, New Zealand
    Phone: +64 9 414 6262
    Website: rsmnz.co.nz
  3. 148
    Photo of The Mortgage Hero Limited - 65 Central Park Drive, Henderson, Auckland 0610, New Zealand

    The Mortgage Hero Limited

    โ˜…โ˜…โ˜…โ˜…โ˜… 5 Open

    โ€œVinay and his team at The Mortgage Hero was absolutely amazing throughout our mortgage journey! From the very first conversation, he took the time to understand our unique needs and made the entire process feel stress-free. What stood out the most was how personal and genuine his approach was - he didnโ€™t just give us options, he explained everything clearly and made sure we felt confident in every decision. Vinay truly went above and beyond, and thanks to his guidance, we secured the perfect home and mortgage for our family. Highly recommend him to anyone looking for an amazing advisor.โ€

    Address: 65 Central Park Drive, Henderson, Auckland 0610, New Zealand
    Phone: +64 27 556 8484
    Website: themortgagehero.co.nz
  4. 149

    Life Advice Insurance Specialists

    โ˜…โ˜…โ˜…โ˜…โ˜… 5 Closed

    โ€œExceptional Patience and Expertise! I canโ€™t recommend Patrick from Life Advice Insurance Specialists enough! His patience is truly unmatched. As someone who had a lot of questions and needed guidance, Patrick took the time to explain everything clearly and never made me feel rushed. He listened to my concerns, provided tailored advice, and made the entire process stress-free. If youโ€™re looking for an insurance broker who genuinely cares and goes above and beyond, Patrick is your go-to person. Thank you for your outstanding service!โ€

    Address: 5 Youngs Road, Papakura, Auckland 2110, New Zealand
    Phone: +64 21 804 055
    Website: lifeadvice.co.nz
  5. 150
    Photo of Premium Accounting Solution (PAS ไผš่ฎก่กŒ) - Auckland CBD, Auckland

    Premium Accounting Solution (PAS ไผš่ฎก่กŒ)

    โ˜…โ˜…โ˜…โ˜…โ˜… 5 Closed

    โ€œWe have worked with PAS for many years and they have always been professional, reliable, and trustworthy๏ผ Their expertise and attention to detail have made our financial management smooth and stress-free. We highly recommend their services to anyone looking for a dependable and experienced team๏ผ๏ผโ€

    Address: 88 Cook Street, Auckland CBD, Auckland 1010, New Zealand
    Phone: +64 9 303 2868
    Website: pas2008.co.nz
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