Financial advisor in Auckland

“We have set up life insurance, trauma cover, medical insurance, etc. Dealing with James was like dealing with a family friend. Very understanding and actually listening to our needs. Overall excellence experience!”

“I recently had the pleasure of working with ASMA for a comprehensive business audit, and I cannot speak highly enough of the entire experience. From start to finish, their professionalism and expertise truly set them apart in the industry. Working with Sheed was a particular highlight. Sheed's attention to detail and thorough understanding of our International business operations made the audit process smooth and insightful. He took the time to explain each step, ensuring that we understood the findings and their implications for our business. His approachable demeanor made it easy to ask questions, and he was always available to provide guidance and support. The entire team at ASMA demonstrated a commitment to excellence. They were not only meticulous in their approach but also proactive in identifying areas for improvement. The insights we gained from the audit have been invaluable in refining our processes and enhancing our financial strategy. I wholeheartedly recommend ASMA to any business seeking a reliable and knowledgeable partner for their auditing needs. If you have the chance to work with Sheed, consider yourself fortunate; his expertise and dedication will elevate your audit experience to new heights. Thank you, ASMA, for your outstanding service!”

“We appreciate very much how Ranjana handled the overall mortgage process for us. From the beginning she took us through the details in easy to understand way. It felt so easy from the document preparation to submission. We were really glad we contacted her back after years. As the loan process look really scary and cumbersome to us. I would very much like to recommend anyone who's in the journey to their first home to hire Swift Mortgage team. Once again thanks a bunch Ranjana!”

“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!”

“⭐️⭐️⭐️⭐️⭐️ 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!”

“I had an outstanding experience working with Lina on my home loan. Her efficiency throughout the entire process was truly impeccable — everything was handled smoothly and promptly. What impressed me even more was her ability to offer professional advice tailored to my specific needs and concerns. It’s rare to come across a broker who is not only responsive but also deeply knowledgeable. I’m incredibly grateful to have had her support, and I felt completely at ease knowing I was in such capable hands. Highly recommended!”

“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”

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

“We had a great experience with Nick and Viv at Loan Market. They were incredibly helpful throughout the process and were able to secure us a mortgage for our first home with ease!”

“I have used Alliott NZ for nearly 20 years now which clearly speaks volumes about their customer service. They are very professional, timely, attentive and most of all, personable and human. I feel like a valued customer, not just another account and would recommend them to you if you have personal or business accounts requiring attention to detail and the personal touch seldom found in larger practices. Thank you Greg & Vanessa and the team of people behind you for the exceptional service and value over the years.”

“Oliver is the BEST Mortgage broker I have ever dealt with. I have done multiple subdivision projects and bought and sold using Oliver and he has had to work pretty darned hard sometimes with the complex financial funding for my company and personal situations and he has ALWAYS come through!!! If you need someone with the knowledge of the lending industry, tailored to suit your personal needs, Oliver will be the one to seal the deal. Highly recommended AAA+++!!!”

“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!”

“Andrew and his team at Personalised Mortgages have worked tirelessly to support us through numerous transactions - their professional advice and service has made the process seamless, and always keeping us fully informed throughout. I wouldn't hesitate to recommend them.”

“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.”

“Mike and Julie have been remarkable! Huge thank you for helping us secure our mortgage. You were absolutely amazing - going above and beyond to lock in the best outcome, even negotiating with not one but two banks so we could choose the most suitable package for us! Your professionalism, passion for what you do and fantastic communication made the entire process so much easier and far less stressful. Your expert guidance through the maze of paperwork and complex mortgage requirements was truly invaluable. We are thrilled to finally be in our new home - and couldn’t have done it without you. We highly recommend your services to everyone - you are simply the best!”

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

“We recently purchased our first home and couldn’t have done it without the incredible support of Sanjeev Jangra and his team at Loan Market. From the very beginning, they guided us through every step with patience, professionalism, and genuine care. They explained everything clearly, answered all our questions (big and small), and made what felt like an overwhelming process smooth and stress-free. Their expertise and dedication gave us complete confidence, and we’re so grateful for the excellent customer experience. We highly recommend Loan Market to anyone looking for a mortgage advisor!”

“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.”

“KAN has great set-up! A combination of intuitive CRM system and compliance support works very well. Estee and Jess are fantastic to work with! Their communication is effortless, and they are always available to help. Thank you for everything! Your support has a profound impact on our business.”

“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!”

“Working with Solomon and taking advice from him was awesome. Enjoyable and memorable. He is very honest, friendly, knowledgable and vast majority of experiences in what he is doing as adviser/mortgage broker. I would recommend him to anyone planning of getting financial advisory services to consider getting a valuable advice from him.”

“Taxmates has been a huge help with my company tax and business accounting. Jasmeet and his team are professional, efficient, and give practical advice”

“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”

“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.”

“Paulette and her team were incredible to work with. They helped me from start to finish to buy my first home, and I came into it knowing absolutely nothing about how the process worked. They supported me through every step, explained everything clearly, and never made me feel like any question was a stupid one. Exceptionally organised and always one step ahead to ensure every deadline was met. I’m so grateful for their guidance — I couldn’t have done it without them. Highly recommend!”

“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 ⭐️⭐️⭐️⭐️⭐️.”

“Nik Velkovski at Become Wealth has been providing us with financial advice for many years now, including purchase of our first and subsequent homes, investment advice and most recently purchase of an investment property. We cannot speak highly enough of Nik and his team. Nik is professional and knowledgeable, while also being relatable. We have found the latter to be particularly important, with Nik having an impressive ability to listen and understand our needs and financial goals. We were always skeptical about purchasing an investment property. The process with Become Wealth made it near effortless, given their connections with Oakridge Homes and Harcourts property managers. We signed the build contract, and the new build was complete and rented in little over six months - a feat we didnt think was possible. We wouldn't hesitate to recommend Nik and his team to others.”

“Craig and Jade have helped me with both my mortgage and insurance needs for my first house. They have both treated me like a friend, listening to my needs, my concerns and answering my many, many questions with patience and care. Their prompt responses and knowledge of products have made the whole experience seamless. They are so easy to work with and I appreciate all their support.”