Financial advisor in Auckland

“Excellent tax form preparation and submission. Have lowered our tax liability every year we’ve worked with them. Won’t work with anyone else. Thanks Jason!”

“Very Professional and knowledgeable Team. Always helpful in all my Tax related Queries.”

“I can't express how grateful I am for Tony's team and the exceptional accounting service they provided! From the moment I reached out to them, the professionalism and attention to detail were outstanding. Tony and his team not only demonstrated a deep understanding of complex financial matters but also made the entire process seamless and stress-free for me. In my case, it's property development. Tony helps us with tax planning, GST and income tax filling which is very IMPORTANT when you deal with Land and Properties. They were responsive to all my inquiries and went above and beyond to ensure my financial records were accurate and in order. What truly sets Tony's team apart is their commitment to client satisfaction. They took the time to explain everything in a way that was easy to understand, and their personalized approach made me feel like a valued client. If you're in need of top-notch accounting services with a team that truly cares about your financial success, look no further than Tony's team. I highly recommend them and will undoubtedly continue to rely on their expertise for all my accounting needs. Thank you, Tony, and the entire team, for your exceptional service.”

“Angus is an absolute legend! He doesn't just do Accounting services, he is a Strategic Partner that can give you insights and input on how your business can grow, optimize and become cost efficient. Definitely you should work with him! Or at least pick his mind for something. ;)”

“Baptist 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 returns”

“I have known David for 20 years or so. I admire his enthusiasm for helping clients grow their business and improve efficiency. To that end he undertakes ongoing training and study to keep up to date with industry developments and changes. I have found him to be a man of integrity and competence, and I recommend him to anyone seeking a competent accountant or business coach.”

“I'm extremely satisfied with their services. They handled my business and personal taxes efficiently, always explaining things in a way that made sense to me. Their attention to detail, prompt responses, and proactive advice have made managing my finances much less stressful. Thanks to their expertise, I was able to maximize deductions and plan better for the year ahead. I highly recommend them to anyone looking for a knowledgeable and dependable accountant.”

“Outstanding! Kyle’s knowledge and expertise go far beyond what you’d expect from a mortgage advisor. He understands the banks’ products and policies better than the banks themselves, and he uses that knowledge to deliver real results. Thanks to his strategic advice and smart structuring, he’s managed to shave years off our mortgage term, saving us significant money in the long run. Kyle doesn’t just provide a service – he provides peace of mind, knowing you’ve got someone in your corner who truly knows how to get the best outcome.”

“We 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.”

“Carl 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.”

“I had a great experience with NZ Bookkeepers and Accountants. They were helpful, friendly, and made my accounting easy to understand. I highly recommend them for anyone needing accounting services!”

“Figures are not my strong point which is why I wanted an Accountant I could trust. Abhi has been a blessing to me, she is an excellent communicator, very professional, reliable and very easy to deal with. She goes out of the way to help her clients. I would Highly recommend her.”

“Vinay 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 didn’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.”

“Niraj from Reliable Brokers assisted us secure our first house. We had some hurdles and anxious moments being first home buyers but Niraj had answered all our questions and helped us through the whole process. Excellent service and the name is bang on “Reliable Brokers” - confirmed and highly recommended.”

“Manoj came recommended and he didn’t let us down. A really great guy, knowledgeable and a realistic optimist sort of guy… exactly who you’d want batting for you with the banks. It feels like he has your back and he listens to your objectives. Highly recommend you get his help.”

“I had a great experience working with Pravish as my mortgage broker. From start to finish, he was professional, knowledgeable, and incredibly patient. Pravish took the time to explain every step of the process, ensuring I felt confident and informed throughout. His ability to find the best rates and tailor solutions to my needs was awesome. He had great communication and was dedicated to getting the result I needed. I'm glad he was dealing with the bank and not me haha. I highly recommend Pravish to anyone looking for an excellent, reliable mortgage broker.”

“I highly recommend Finex Chartered Certified Accountants, particularly Baqir and his team, for expert finance and audit guidance. Their exceptional service has made managing my real estate finances seamless, thanks to their meticulous attention to detail and prompt responses. I've been consistently impressed with their dedication to my success, evident in every interaction. The outcome has exceeded my expectations, and I look forward to a long-term partnership with them.”

“Fortis, and especially Jono, have been invaluable in their assistance to us. If you want trustworthy and no muck around people then pick Fortis. The respect Jono has shown is a reflection of his integrity, and the integrity of the company he represents.”

“Keith responded to our enquiry quickly. During our initial meeting he ensured he understood our requirement and summarised it accurately. We were able to secure the finance we sought very quickly and the borrowing options available to us were clearly presented. I fully recommend Keith to anyone seeking finance for any purpose.”

“We had an excellent experience working with Loan Market. From the very beginning, they were knowledgeable, responsive, and incredibly helpful throughout the entire mortgage process. They took the time to explain all of my options clearly and made sure I felt comfortable with every decision. I would highly recommend them to anyone looking for a trustworthy and efficient mortgage broker!”

“I was recommended Alex by a friend and he did not disappoint at all. Right from our first meeting, I suddenly had confidence that purchasing a property in Auckland was a realistic goal for me. A few months later, this was achieved. Despite a change in buying circumstances through the process, nothing was too hard or an effort with Alex. He was an exceptional support as a first home buyer and I hope I will be calling on Alex again in a few years to buy my next property. I will be recommending Alex to anyone looking to buy a property in the future - his enthusiasm is amazing and so appreciated throughout what can be quite a stressful process. Thanks Alex!”

“Mahesh has been referred to us by a friend. He is a lovely man, friendly and approachable. We felt comfortable with him from our first meeting. He has this welcoming personality that made us feel we were in good hands. Mahesh was able to guide us through the whole process of our loan refinancing application despite the very short notice and we were so happy with the result. He worked extra mile just so we can make it to the settlement date. He patiently answered all our questions and he has been so professional in all his dealings with us. We were so satisfied with the services he provided us. Will highly recommend you to friends Mahesh. Thank you so much. Will surely use your service again in the future.”

“If you want to define what outstanding service is then deal with Bec. The experience from start to finish was excellent and Bec has a warmth about her that puts you at ease throughout the whole process. Fast efficient and very professional. I can definitely recommend and I will certainly use Bec again.”

“Exceptional Patience and Expertise! I can’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 you’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!”

“Girish bhai was amazing to work with, professional, clear, and always quick to answer my questions. He not only got us a great mortgage deal but also gave helpful tips about the house itself, going above and beyond the finance side. Highly recommend.”

“Prakash is really good and knows the stuff very well. He is excellent on explaining the difficult terms in simpler way. Very happy with the service I have received. Highly recommend him.”

“We have worked with PAS for many years and they have always been professional, reliable, and trustworthy！ 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！！”

“Highly recommend Emma! We were selling and buying which was quite stressful. Emma really helped by being there to answer our numerous questions along the way. She is super knowledgeable and works really efficiently. I loved how quickly we were able to get hold of her if we had any issues and she was more than happy to provide her expertise and advice. Will definitely be using Emma’s services on an ongoing basis.”

“Snow and Katie at Apple Mortgage are absolutely fantastic. Snow provided the most suitable loan strategy for us. She supported us through nearly six months of house hunting, always patient, detailed, and encouraging, especially after several failed auctions. Thanks to her guidance and support, we finally secured our dream home. Both Snow and Katie are professional, reliable, and genuinely caring. Highly recommend!”

“We have been using Paul as our mortgage broker since 2020. Paul is consistently prompt and regular in his communications with us, always keeping us updated. He is friendly, thorough and achieves a great result. I highly recommend Paul and have full trust and confidence in his services.”