Financial advisor in Auckland

“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.”

“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.”

“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.”

“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!”

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

“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.”

“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.”

“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!”

“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. ________________________________________”

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

“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.”

“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 :-)”

“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”