Financial advisor in Auckland

“Linda, Tanya & all the team at "The Loan Market" ..........a big Thank-You for everything you have done for us. Guiding us through the process of reorganising our Mortgages & putting together a new financial mortgage structure for us has allowed us to take back control of our investments. Also putting us in touch with a truly experienced real estate agent (thanks Colleen) to handle one of our property investments made everything seamless. 5 Stars all the way Linda & "The Loan Market" team. Kind Regards Paul & Sara”

“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.”

“We can’t thank Jamie and the Loan Market team enough for their incredible support throughout our first home application. They were an absolute breath of fresh air after a frustrating experience with our previous mortgage adviser, who asked for unnecessary documents and made the process more stressful than it needed to be. Jamie handled everything with ease, professionalism, and a calm confidence that really put us at ease. From the very beginning, it felt like we were in safe hands. He made sure we were well-informed but never overwhelmed, and most importantly, he made the entire experience feel stress-free! Something we didn’t think was possible with a mortgage! Highly recommend Jamie and the team to anyone, especially first-home buyers. They truly go above and beyond!”

“We are very pleased with the services provided by Mr. Samir. He consistently goes above and beyond in his work. Highly recommended.”

“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.”

“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.”

“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!”

“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.”

“We are so grateful for the time and expert advice Cam was able to provide us in planning for our retirement and the best Kiwisaver scheme to suit our needs. We can highly recommend Cam to provide personalised and thorough advice.”

“Excellent service from the team at IBBZ in getting my NRCT exemption sorted. Very competent in handling matters related to IRD and constant updates provided on the status of my application. Many thanks to Iris on her efficient service.”

“I never thought in a million years that buying a property for myself was even possible. I’d written it off as something “other people” could do. Then I met Simon McDonald and the team at MortgageHQ. Simon didn’t just run the numbers, he challenged my beliefs, backed me with a strategy, and showed me step-by-step how the impossible could actually be possible. His confidence, clarity, and genuine care turned one of the most overwhelming journeys of my life into something exciting and achievable. Thanks to Simon and Kevin at MortgageHQ, I’m now a homeowner, a sentence I honestly never thought I’d be able to say. If you want someone who believes in your goals even before you do, this is the team you want in your corner. Absolute game-changer.”

“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'd highly recommend GB Pensions to anyone considering moving their UK pension funds to New Zealand. Tony is extremely knowledgeable about the transfer process and was very generous with his time explaining the pros and cons to help me in the decision making process.”

“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 are so glad we chose to have private insurance, and even more thankful that Shona was the one guiding us through it. She made the whole experience so positive – patiently answering all our questions and handling the paperwork with the insurance company. Because of her support, I was able to have my surgery overseas without stress or delays. Having private insurance gave us real peace of mind, and Shona’s help made all the difference. She made the whole process clear and smooth, and we felt well taken care of. Highly recommend her services!”

“Elle has been an excellent financial advisor for myself and my partner. Meetings were easy to set up and when it was convenient for us. Elle has been completely transparent with her information provided to us and made sure we understood everything before moving forward. If we didnt understand anything she was always happy to explain things in a way we could understand. We felt no pressure with Elle which made it easy to move forward with her and the Naked Finance team!”

“Finance Bloom made my car financing process smooth and stress-free! Arsh was incredibly helpful, guiding me through every step and ensuring I got the best possible deal. Highly recommend for anyone looking for clear and reliable financial assistance!”

“The Team at Loan Market Team Patten were absolutely awesome. Michelle is fantastic to deal with & really knows her stuff. Ruth is also amazing. Highly recommend them. Your finances are in good hands.”

“Many thanks Christophe, thanks to your hard work my wife and I will be in a much more comfortable position. Your suggestions helped us save money on our current covers by making very little changes. Wishing you a very Merry Christmas and New Year ahead. Andrew K”

“As first-home buyers, we were naturally overwhelmed and unsure about the whole process — especially when it came to our finances. But from the moment we met Varun, everything changed. He made the entire journey feel smooth, stress-free, and surprisingly enjoyable. His guidance was not just professional, but genuinely thoughtful — he took the time to explain everything clearly, helped us understand how to manage our mortgage smartly, and even gave us great tips on how to save and repay faster. We truly felt supported every step of the way. It was an absolute pleasure working with him, and we’ll definitely be reaching out to Varun again in the future. Thank you for making our first home dream come true!”

“It was great working with Preet. He has a great experience to understand the needs and introduces the best options for the loan. Highly recommended. Made my life easier. Thank you Preet.”

“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.”

“Excellent results with simplicity. We have earnt very good interest in our investment accounts. When withdrawing funds it was quick and easy. Love how it supports local kiwi organizations and that it is morally bound with its overseas investment choices. 100% recommend”

“Andre was exceptional in helping us secure our home. At the start of our journey to attain our first home, we had a terrible experience with a different adviser - costing us time and money, and missing out on a decent property. As such, we were skeptical as to whether we wanted to use an adviser at all during this second attempt. LookAhead and Mr Andre came recommended by a family friend - our doubts were allayed almost immediately. Andre is large and in charge - at our initial meet, he communicated the whole process succinctly, yet with crystal clear clarity. He wants his clients to be well informed when making decisions. As buyers with NO experience with the flood of information involved in achieving home ownership, we were able to hit the ground running and secure a loan well in advance of deadlines thanks mostly due to Andre's hands-on approach. It's clear that he very much cares for the success of his clients - you're not just a job to this agency. Any queries or doubts, any time of the day, he was willing to help straight away. We are incredibly grateful for the help!”

“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.”

“We have used Alan Greig over the last 8 years to source and finance our lease cars. He is fantastic! He goes above and beyond and nothing is too hard. He makes the process so easy and enjoyable. I would highly recommend him and the Driveline team if you are wanting to lease or finance a vehicle.”

“Highly recommend to whoever who is looking for wise guidance about your KiwiSaver plan. I just moved to nz and was very confused with the whole concept of KiwiSaver but National Capital assigned me a great consultant "Tim" and he helped me with every step. Trust them, because they know what they are doing.”