Financial advisor in Auckland

“Excellent tax form preparation and submission. Have lowered our tax liability every year we’ve worked with them. Won’t work with anyone else. Thanks Jason!”

“I highly recommend Finex Chartered Certified Accountants, particularly Baqir and his team, for expert finance and audit guidance. Their exceptional service has made managing my real estate finances seamless, thanks to their meticulous attention to detail and prompt responses. I've been consistently impressed with their dedication to my success, evident in every interaction. The outcome has exceeded my expectations, and I look forward to a long-term partnership with them.”

“We have been using Paul as our mortgage broker since 2020. Paul is consistently prompt and regular in his communications with us, always keeping us updated. He is friendly, thorough and achieves a great result. I highly recommend Paul and have full trust and confidence in his services.”

“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 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.”

“Angus is an absolute legend! He doesn't just do Accounting services, he is a Strategic Partner that can give you insights and input on how your business can grow, optimize and become cost efficient. Definitely you should work with him! Or at least pick his mind for something. ;)”

“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.”

“One of the few insurance brokers who actually listen and provide products/services specific to your needs. Stewart has been extremely professional in answering my calls any day/time. Insurance products can be confusing and disorienting however the professionalism from this team is top notch. Bravo!”

“Figures are not my strong point which is why I wanted an Accountant I could trust. Abhi has been a blessing to me, she is an excellent communicator, very professional, reliable and very easy to deal with. She goes out of the way to help her clients. I would Highly recommend her.”

“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.”

“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.”

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

“I had a great experience working with Pravish as my mortgage broker. From start to finish, he was professional, knowledgeable, and incredibly patient. Pravish took the time to explain every step of the process, ensuring I felt confident and informed throughout. His ability to find the best rates and tailor solutions to my needs was awesome. He had great communication and was dedicated to getting the result I needed. I'm glad he was dealing with the bank and not me haha. I highly recommend Pravish to anyone looking for an excellent, reliable mortgage broker.”

“Fortis, and especially Jono, have been invaluable in their assistance to us. If you want trustworthy and no muck around people then pick Fortis. The respect Jono has shown is a reflection of his integrity, and the integrity of the company he represents.”

“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.”

“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.”

“I can't express how grateful I am for Tony's team and the exceptional accounting service they provided! From the moment I reached out to them, the professionalism and attention to detail were outstanding. Tony and his team not only demonstrated a deep understanding of complex financial matters but also made the entire process seamless and stress-free for me. In my case, it's property development. Tony helps us with tax planning, GST and income tax filling which is very IMPORTANT when you deal with Land and Properties. They were responsive to all my inquiries and went above and beyond to ensure my financial records were accurate and in order. What truly sets Tony's team apart is their commitment to client satisfaction. They took the time to explain everything in a way that was easy to understand, and their personalized approach made me feel like a valued client. If you're in need of top-notch accounting services with a team that truly cares about your financial success, look no further than Tony's team. I highly recommend them and will undoubtedly continue to rely on their expertise for all my accounting needs. Thank you, Tony, and the entire team, for your exceptional service.”

“I have known David for 20 years or so. I admire his enthusiasm for helping clients grow their business and improve efficiency. To that end he undertakes ongoing training and study to keep up to date with industry developments and changes. I have found him to be a man of integrity and competence, and I recommend him to anyone seeking a competent accountant or business coach.”

“I had a great experience with NZ Bookkeepers and Accountants. They were helpful, friendly, and made my accounting easy to understand. I highly recommend them for anyone needing accounting services!”

“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 have worked with PAS for many years and they have always been professional, reliable, and trustworthy！ Their expertise and attention to detail have made our financial management smooth and stress-free. We highly recommend their services to anyone looking for a dependable and experienced team！！”

“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.”

“Very Professional and knowledgeable Team. Always helpful in all my Tax related Queries.”