Financial advisor in Auckland

“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 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!”

“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.”

“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.”

“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.”

“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”

“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 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.”

“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.”

“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.”

“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.”

“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.”

“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!”

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

“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!”

“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!”

“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!”

“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!”

“Met Patsy and Michael at a networking event they arranged! Was lovely meeting them and loved the local aspect! They had a great bunch of people attend and we all got to share some interesting stories! Looking forward for the next one”

“Nick was supportive from the very beginning all the way up till the sale date. Super knowledgeable, honest and a really good bloke to talk to and work alongside. 100% recommended for all first home buyers. Thank you Nick!”