Financial consulting in Auckland

“Andrew is a true professional and works extremely hard to deliver a successful outcome for the client. He has a great wealth of knowledge in this market sector and it was a pleasure to work with him.”

“I worked with John Dooley and found him to be extremely professional and provided options for me that worked best for me based on my needs and situation. All done in a non pushy way. Highly recommended”

“Absolutely stoked we were referred to Neil by a friend - had no idea you could get such great advice and service for property finance and advice looking forward to the future. Worth the time and every cent in comparison to dealing with banks and brokers who take the cookie cutter approach. I'll be back”

“Paul was recommended to us and he and his team have provided exceptional service in our experience so far. They take the time to fully understand your situation, clearly lay out your options, and make considered recommendations. Would highly recommend Paul and his team to anyone looking for a mortgage broker!”

“Highly recommend this company! Made the insurance process so easy for me. Luke was very helpful and professional.”

“Darcy is great - He has a way of explaining finances and markets that just make sense. He set us up 4 years ago to reach our targets and after a second session we are on our way to our next goal. Worth the money 100%”

“Eugene at Twine has been awesome to work with. He is very knowledgeable not only in what he does as a mortgage broker, but also of financial markets. His insights are definitely invaluable when you're thick into weighing up options. Perhaps more importantly, his level of service is 2nd to none. Communication is smooth and easy, and he goes the extra mile to provide reassuring support when it really matters. We love working with Eugene, and couldn't recommend him enough.”

“This was my first time purchasing a house, I went in totally blind not knowing much at all. Ben made everything seamless and easy from start to finish. He went the extra mile, is incredibly knowledgeable, and always took the time to explain things in a way I could understand. Thanks to him, I felt far less stressed and had complete confidence in the process. His communication was fast and consistent, and I honestly couldn’t have asked for a better experience. I’ll be recommending Ben to anyone looking for a mortgage broker and will always go back to him in the future. Hands down the best MB!”

“I was very happy with the comprehensive review and plan for our insurance from Daniel. He takes the time to explain all aspects thoroughly and work out a plan to suit you. His communication and follow up was great too.”

“Michael and his team helped us to get our mortgage and they were so helpful every step of the way. They were patient with us and explained everything so we understood what was going on and they got us the best outcome for our situation. We are very grateful for their work and for how friendly and helpful they were. We would definitely recommend Cave Financial to anyone who is looking for financial advice of any kind.”

“Highly recommend. Ants helped us get a grip of our finances and a clear picture of what we needed to do to get our first home. Extremely, knowledgeable and everything simple for us to understand. Thank you!”

“They provided outstanding support throughout a long and complex Inland Revenue process, while I am living overseas. Vinay and Matthew were patient, thorough, and highly persistent, keeping me informed at every step and following up consistently until the matter was resolved. Communication was clear, expectations were well managed, and the outcome exceeded what I expected at exactly the right time. A genuinely professional and reliable team that I would confidently recommend.”

“Matt was absolutely fantastic to work with! He made the whole mortgage process smooth, stress-free, and easy to understand. His communication was prompt, clear, and professional every step of the way, and he truly went above and beyond to get us the best possible outcome. We felt supported and informed throughout the entire process. We can’t recommend Matt highly enough—thank you for all your help!”

“Network financial Services have assisted both my wife and I for many years. They have provided a professional service and always do their best to find the most appropriate solutions for the client. I have no hesitation in recommending them and have done so on a number of occasions to clients of mine.”

“A big thank you to Udita and Ajay for sorting out our mortgage. They are very knowledgeable and organized with attention to detail. They made the whole process easy and offered great guidance throughout the entire process. Also got a good deal better than the banks. We couldn't have asked for a better experience. Highly recommend Penguin Financial Services.”

“Kunal and Angie have processed my taxes for many years now. They have always been very approachable , thorough and provided informative guidance . I am very happy with their service and grateful to my friend for recommending them to me.”

“Outstanding Service from Global Finance! I’ve been working with Global Finance for the past few years, and their support has consistently exceeded expectations. Most recently, I had the pleasure of dealing with Gaurang, who provided exceptional guidance on how to pay off my mortgage faster, save on interest, and even secured a cashback offer from my lending bank. The team at Global Finance is highly trained, professional, and truly understands the importance of tailored advice. They take the time to understand individual needs and offer solutions that make a real difference. Whether you're looking for a mortgage or insurance advice, I would wholeheartedly recommend Global Finance. Their dedication and expertise make them a standout in the industry.”

“Exceptional Financial Services I recently had the pleasure of working with Richard from Acquire Financial Services for my first home purchase, and the experience exceeded all my expectations. Richard truly went above and beyond to ensure a smooth and successful financial process. From the initial consultation to the closing of the deal, Richard demonstrated a level of professionalism, expertise, and dedication to assist me every step of the way. He took the time to thoroughly explain every step of the financial process, making sure I felt informed and confident throughout the entire journey. What impressed me the most was Richard's commitment to finding the best financial solutions tailored to my specific needs and circumstances. He went the extra mile to explore various options, offering valuable insights and guidance that ultimately helped me secure the most favourable terms for my mortgage. Communication was seamless, and Richard was always prompt in responding to my queries, ensuring that I felt supported and well-informed. The level of attention to detail truly made a significant impact on my home-buying experience. I highly recommend Acquire Financial Services to anyone seeking exceptional financial services. Richard's dedication, knowledge, and genuine care for their clients make Acquire Financial Services a standout choice for anyone navigating the complexities of a first home purchase. Thank you, Richard, for making this significant milestone in my life a positive and memorable one!”

“I had an excellent experience with global finance recently. Parveer Singh helped me obtain a better cash back deal with my current bank. Also took the stress out of contacting bank to refix loan.”

“Very thankful for your great assistance and warm understanding of parents' feelings indeed. I have recommended my friend to contact to you too. Thanks again.”

“I have been with Allsure for the last ten years and I can honestly recommend them. Every year we get Christmas & Birthday Cards and they always touch base with changes, suggestions and just good old fashion service. They’re lovely to deal with. Thank you Allsure for ten years of coverage. As the saying goes: “Rather have it and not need it, than need it and not have it””

“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.”