Financial advisor in Auckland

“Great service and outstanding customer service. I have done a couple of loans via AIFP, Pankaj has been extremely helpful and got my loans approved within the deadline. Highly recommended!!”

“Emily, my accountant at SBA Newmarket, is lovely and amazing. She does a perfect job with all my accounts and always provides information and documents immediately when requested and always answers my enquiries. Five stars forever :)”

“Excellent service. Great to deal with...”

“I am now in my second year of using Property tax returns for my modest investment. This year they went above and beyond sorting out a sticky old tax situation for me. Even though I'm a small guy they went above and beyond and made me feel a very valued customer. Strongly recommend.”

“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!”

“Team are great - very efficient and nothing is a problem. Highly recommend the SBA Birkenhead team for all your Accounting needs.”

“Excellent service deserves 10+ stars, customer service, (the ones that helped me when the banks wouldn't).,.were awesome. Took away the hassle, and stress especially when you're facing problems. No waiting...STRAIGHT-HASSLE FREE-SERVICE..THANK YOU! FINANCE NOW!! HIGHLY RECOMMEND!”

“Very helpful and reasonably priced for paying back. Easy to talk to. Highly recommend.”

“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.”

“I am very impressed with the exceptional service provided by US Tax Global Limited. Their team is professional, knowledgeable and always ready to assist with any queries I had throughout the process. They helped make complex US tax regulations much easier to understand and manage and their attention to detail gave me full confidence that everything was being handled accurately and efficiently. The communication was clear and timely, and I truly felt valued as a client. I highly recommend US Tax Global Limited to anyone needing reliable and expert tax services.”

“DVA excels in more than just compliance; they provide top tier strategic planning and advisory services. In particular, I was very impressed with Justin Wong. From day one, his efficiency, responsiveness, and solution oriented mindset made all our interactions seamless. He was capable of devising clever financial strategies so we could not only meet, but exceed our business goals. Justin is truly one of a kind, and my only regret is not engaging him sooner as our tax and financial advisor! Thank you Justin and team for all your hard work and efforts to date.”

“We have been working with the team from WEMANA since 2019 and have had the pleasure of both utilising their services in our financial compliance as well as business planning and mentoring. Wyndi and Navi and the team have been instrumental in assisting us grow our business over the years and helped us with our many queries around business ownership and navigating the current climate. We recommend them highly for anyone wanting an accountant who ensures there are no nasty surprises at tax time and who work with you rather than for you in ensuring you understand your finances.”

“I have been associated with Macro accounting as a supermarket client for about three years. It is an excellent team of professionals with wide knowledge and ever ready to assist in all matters of accounting. Mr Mukesh is a very extrovert individual and manages his team very well. I wish the team greater success in future.”

“I recently had Reeva Cutting assist me with bringing funds over from South Africa to Australia. Reeva was very responsive and answered all my questions, she is very efficient and helpful. What had been "too hard" to sort out in South Africa, Reeva and her team sorted out in a matter of days without any issues. If only I knew about Rand Rescue and Reeva sooner - it would have saved me a lot of stress and drama. Thank you again Reeva, you have been AMAZING! I cannot recommend you enough!”

“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”

“Great service as always from Ann and Michael at Q2. Highly recommended for not only finance but also planning and coaching. Makes such a difference as an owner having someone to make me accountable for getting things done!”

“TMNZ are very user friendly and offer a great product for tax planning. I use them all the time and would recommend them.”

“I recently had a business planning session with Rodney Guy at Robertson Bixley & Associates, and it was exactly what I needed. As a business owner, it's easy to get caught up in the daily grind and lose sight of the bigger picture. Rodney helped me step back, refocus, and think strategically about the future. His practical insights, clear guidance, and genuine understanding of the challenges business owners face made the session incredibly valuable. I walked away with a clear action plan and a renewed sense of purpose. I highly recommend Rodney and the team to anyone looking for expert advice and a fresh perspective. ________________________________________”

“My experience with PIC insurance brokers has been outstanding thanks a million to our claims specialist Tharun Gaddam who made the whole process so easy. His communication skills was excellent since day one and very prompt responses to my emails. Thank you Tharun , you were absolutely amazing throughout our claim and we appreciate your help.”

“I was looking for a new lawyer last year to do a tricky sale of a house I owned and came across Gina. I found her very professional and helpful, so much so, I have now moved all my business to her to update and look after. If you are looking for a new lawyer who knows what she is doing you can’t go past Gina. I highly recommend her.”

“The team at DeVere are extremely professional, offered sound advice, and assisted with my financials with great diligence. I will be continuing to use their expertise in my financial planning.”

“Michele is absolutely amazing to deal with! This is my second car loan with Falcon Advances and within the space of 3 hours finance was all done and car was all ready for collection. Love your work Michele :-)”

“We met Annu of One group Finance in April, we were looking to buy our first home. Fair to say she certainly made the task of first home buying less daunting. Annu went above and beyond to get our loan approved from the bank. She set our minds at ease in a time that can become quite stressful. We managed to get our loan approved in 2 weeks. Through this whole process Annu guided us, nothing was ever a problem and communication was excellent. Not only is she a thorough professional, her presence is extremely reassuring. We can't recommend Annu enough! First home buyers should look no further, give her a call and make dreams of buying a house come true! Thank you Anuu and One group Finance for your outstanding services! We are customers for life.. Muhammad Afzal and Madiha Shami :)”

“I have been with GTA for 15 years, and I have always found them to be easy to approach on any matters regarding my TAX and GST account for my 2 company's, and I hope to have many more years with GTA.”

“Milford have proven to be the best in the business of investing my personal funds. Totally trustworthy and easy to communicate with. Highly recommend”

“Great bunch of people, fast and effective, highly recommend.”

“Great service, flexible timetable and listens to the customers needs would highly recommend!”

“Over the last twenty years , my wife and I have had the pleasure of Brady's advice on all our insurance matters. Always with a smile nothing is a problem. Highly recommend Brady .”