Financial advisor in Auckland

“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.”

“Karen helped us secure our home loan, and have been a great advisor in interest rate re-fix and in securing an additional loan. Her service is prompt and efficient. We highly recommend her.”

“Simon brought our vision to life and guided us through every step of the process to achieve exactly what we wanted. He provided excellent service, delivered on time, and secured the best deals tailored to our needs. We are truly grateful—thank you, Simon.”

“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.”

“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.”

“⭐️⭐️⭐️⭐️⭐️ 5/5 I had an outstanding experience with my mortgage adviser, Vinit Sangwan at Innovest. From start to finish, he provided exceptional guidance and made the entire mortgage process smooth and stress-free. Vinit was always available, explained everything clearly, and went above and beyond to ensure our mortgage was sorted on time. If you’re looking for someone trustworthy, knowledgeable, and genuinely committed to helping you, I highly recommend Vinit. Whether you need support with mortgage, insurance, or KiwiSaver, Innovest is definitely the place to go. Thank you, Vinit, for all your help and guidance!”

“My industrial shade business Pro Shades has been extremely well taken care of by the team at One Team accounting. They make everything easy from GST, Xero adjustments, annual reports, and best of all filling out those painful IRD forms. Thanks One Team”

“Reza you’re a legend, my wife and myself are in our sixties, Reza worked his magic and we had offers from two different lenders. He was very professional and his communication was second to none. Reza was recommended by our youngest son who raved about his professionalism. We would have no hesitation in recommending him to friends and family.”

“Dev and his team at Fundmaster did a fantastic job at supporting us with our first home buying process. They provided clear financial advice, and were also very reassuring every step of the way. We highly recommend their service.”

“"We received exceptional service from Raks Consulting. The staff is exceptionally knowledgeable and always available to provide support." HIGHLY RECOMMENDATION!!”

“I've been buying and selling houses using John and his team at NZHL Franklin for over 20 years. They're amazing, they've assisted me in reducing my debt and borrowing again and again for upgrades and investment properties. I'd recommend them (and I do) to anyone looking for personalised service from a company who cares about the outcome of your property journey.”

“7 years passed with CTA, never been disappointed, amazing service and quick response. Because of CTA never had to worry about my Financials ever, also thank you Roshni for professional and best advise you always provide when needed which helped my company growth. Keep up the good work. 5 ⭐️⭐️⭐️⭐️⭐️.”

“One of the few insurance brokers who actually listen and provide products/services specific to your needs. Stewart has been extremely professional in answering my calls any day/time. Insurance products can be confusing and disorienting however the professionalism from this team is top notch. Bravo!”

“We had an excellent experience dealing with Logan and his team. Very responsive, friendly and made the whole process feel less stressful. Would recommend to anyone wanting to buy their first home!!”

“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. ;)”

“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.”

“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!”

“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.”

“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!”