Financial advisor in Auckland

“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.”

“Previously I had been to other firms regarding my income tax but my experience with this team was great. My tax lodgement went smoothly. As my agent they also advice me on many tax matters and cleared my doubts. I would recommend this team to anyone who is looking for accountant or any other accounting issues. Great team great work. Thanks guy's.”

“Really appreciated David explaining GST/ tax requirements. As a sole trader was a bit overwhelmed and worried Id made a mistake filing - great to have the help.”

“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.”

“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.”

“Gina offered my wife and I a thorough consultation and gave previous advice about our plans of moving from US to New Zealand. We will certainly be her clients when we land there. Tax filing in both countries can be very complicated and we feel that having an expert helping us with this task can save us a lot of money and give us a piece of mind knowing we are in good hands!”

“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+++!!!”

“I had an excellent experience with Advisory window.Their service was professional, honest, and very easy to work with. Communication was clear and timely, and they made the entire process smooth from start to finish. I really appreciate their reliability and attention to detail. Highly recommended,”

“I had a really positive experience speaking with Stephen today about my KiwiSaver. He took the time to clearly explain my options and helped me understand my next steps with confidence. His guidance was supportive, easy to follow, and tailored to my situation. I left the conversation feeling much more informed and reassured. Highly recommend Stephen for anyone needing help with KiwiSaver!”

“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!”

“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”

“Yvonne, Lorraine and Jeff were amazing throughout the whole process for us. From getting pre approval last year to deciding we weren’t ready yet to then coming back a year later and successfully settling on our first home! As first home buyers I really had no idea what to expect or what we were doing and Yvonne really helped keep me calm throughout the whole process. I would recommend to anyone! Thank you again!”

“I highly recommend the team at Wealth HQ and just wish I had found Andy Turner and his team a lot sooner. Absolutely outstanding service I could not be happier and they genuinely care and want to achieve the best for us and work hard to set us up for a positive outcome and solutions. 100% genuine and 100% committed I look forward to a long working relationship with the Wealth HQ Team.”

“Murray and Danielle have been nothing but amazing for my partner and I's first home purchase, any question we had no matter how silly they were always happy to chat. The time, care and attention they put into our application was beyond our expectations, and now we can officially say we're home owners! Thanks again guys.”

“Murray and Danielle have been nothing but amazing for my partner and I's first home purchase, any question we had no matter how silly they were always happy to chat. The time, care and attention they put into our application was beyond our expectations, and now we can officially say we're home owners! Thanks again guys.”

“We have recently started working with Luke @ Threefold after our previous Financial Advisor left the business and he has been fantastic to work with. Luke has been very helpful working with our bank to help us navigate our latest renovation goals and we very much appreciate his attention to detail and prompt action on this project!”

“So grateful to have Nicola Petersen in our journey to first home ownership. She made the whole mortgage process a breeze! From our initial chat when we started planning to buy a home, up to the application and approval process, and even after settling in to our new home, she has always been there for us. I highly recommend Nicola to anyone looking for a reliable and supportive mortgage manager.”

“GRA have been great with our accounts. Its our first time with them and everything has been completed professionally and is easy to follow. We have specialist commercial investments and they have handled this very well”

“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.”

“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 ⭐️⭐️⭐️⭐️⭐️.”

“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!”

“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.”

“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.”