Financial advisor in Auckland

“We were incredibly lucky to find this company and Dave Thomas in particular. I have no words to express my gratitude to Dave for helping us find the product that satisfied us, even though it was very difficult and time consuming. His phenomenal patience, thoughtfulness, personal approach, and absolute knowledge and understanding of the market made our insurance possible. I recommend him as much as I can. 1000 of 100.”

“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.”

“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”

“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!”

“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.”

“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!”

“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!”

“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.”

“I found GECA Chartered Accountants because I'm a Grey Lynn local. I contacted them by email and received a response within a day. We spoke about what I needed them to help me with and I very quickly had an email outlining what I needed to provide them with and, voila, it was all sorted. The most painless tax experience I have ever had. I couldn't recommend them more.”

“Last year my partner and I decided to combine finances and tackle property together. Lara modelled some different options for us and helped us to work out a doable way forward for investing in a way that sets us up well for the future. Financial terms and concepts often feel frustratingly complex to grasp and Lara has done a brilliant job of helping us make sense of it all and provide a focus for our efforts. Really appreciate her support.”

“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”

“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.”

“Sam Kodi is an exceptional financial advisor and a true expert in the industry. His depth of knowledge, combined with a practical approach, sets him apart from others in the field. Sam doesn’t just offer generic advice, he takes the time to truly understand each individual’s financial situation, goals, and concerns. What stands out the most is his genuine commitment to adding real value to people’s financial lives. He listens attentively, communicates clearly, and delivers tailored solutions. Sam builds trust effortlessly and helps his clients feel confident and secure. In every interaction, he demonstrates professionalism, integrity. Sam Kodi is exactly the kind of advisor you want on your side: knowledgeable, trustworthy, and truly invested in your success.”

“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”

“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.”

“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.”

“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.”

“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!”

“I was a bit shy in the beginning, but Rupesh made me feel completely comfortable right away. What started as something I was nervous about turned into such a positive, empowering experience! He explained everything clearly and made budgeting feel simple and even fun. I’m so grateful for his support and excited to see where my journey goes from here. Highly recommend!”

“Truly recommend NZ Funds as a team to partner with. My experience with them has been top notch. Chris Monnier was the ideal person to interact with me (knowledgable and not pushy), plus he was able to explain their Kiwisaver proposition clearly and even challenged some of my pre-existing notions. Since transferring my funds over, I have noticed solid/significant growth in my portfolio. Love the app and Chris continues to answer questions whenever I message. Best decision ever!”

“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,”

“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.”

“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.”

“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.”

“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 Kiwi Chartered Accountant Limited (Ramesh). He consistently delivers excellent service, ensuring my taxes are handled efficiently and accurately. His expertise and reliability have been invaluable, and I appreciate his dedication to providing top-notch support.”

“My Wife and I were very impressed with the financial plan Chane assisted us with, her knowledge and expertise along with her investment advice was perfect for us and our situation. I have since referred a number of grateful friends and clients to her who have had the same excellent experience. Very professional - I can highly recommend Chane as a Financial Adviser.”

“Sarah was an amazing help through our entire homebuying process. As a couple of pretty naive first home buyers, she made everything as easy as it could have been and helped my partner and I understand every step. Our journey wasn't without a few snags and Sarah was always optimistic and put our best interests first. I look forward to continuing our relationship with her and would recommend her to anyone whether it's your first mortgage or 50th.”

“I'm very confident in the team at Tax & Trust. I've been working with them for well over 10 years, and even though I only use them for tax preparation, I am extremely happy with their responsiveness and year-round service. Big ups to Danny who copes with my tax complexities (and me) in a calm and competent way. This is the team you want.”

“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!”