Financial consulting in Auckland

“We are very pleased with the services provided by Mr. Samir. He consistently goes above and beyond in his work. Highly recommended.”

“Oliver is the BEST Mortgage broker I have ever dealt with. I have done multiple subdivision projects and bought and sold using Oliver and he has had to work pretty darned hard sometimes with the complex financial funding for my company and personal situations and he has ALWAYS come through!!! If you need someone with the knowledge of the lending industry, tailored to suit your personal needs, Oliver will be the one to seal the deal. Highly recommended AAA+++!!!”

“We are so glad we chose to have private insurance, and even more thankful that Shona was the one guiding us through it. She made the whole experience so positive – patiently answering all our questions and handling the paperwork with the insurance company. Because of her support, I was able to have my surgery overseas without stress or delays. Having private insurance gave us real peace of mind, and Shona’s help made all the difference. She made the whole process clear and smooth, and we felt well taken care of. Highly recommend her services!”

“Mike and Julie have been remarkable! Huge thank you for helping us secure our mortgage. You were absolutely amazing - going above and beyond to lock in the best outcome, even negotiating with not one but two banks so we could choose the most suitable package for us! Your professionalism, passion for what you do and fantastic communication made the entire process so much easier and far less stressful. Your expert guidance through the maze of paperwork and complex mortgage requirements was truly invaluable. We are thrilled to finally be in our new home - and couldn’t have done it without you. We highly recommend your services to everyone - you are simply the best!”

“Andre was exceptional in helping us secure our home. At the start of our journey to attain our first home, we had a terrible experience with a different adviser - costing us time and money, and missing out on a decent property. As such, we were skeptical as to whether we wanted to use an adviser at all during this second attempt. LookAhead and Mr Andre came recommended by a family friend - our doubts were allayed almost immediately. Andre is large and in charge - at our initial meet, he communicated the whole process succinctly, yet with crystal clear clarity. He wants his clients to be well informed when making decisions. As buyers with NO experience with the flood of information involved in achieving home ownership, we were able to hit the ground running and secure a loan well in advance of deadlines thanks mostly due to Andre's hands-on approach. It's clear that he very much cares for the success of his clients - you're not just a job to this agency. Any queries or doubts, any time of the day, he was willing to help straight away. We are incredibly grateful for the help!”

“Thank you so much for your excellent service.I truly appreciate Ms./Mrs.Aileen, who helped me every step of the way throughout the insurance claim process and helped bring it to a successful resolution at the end.I'm very grateful- You definitely deserves a 5/5 stars! Thank you!”

“Paulette and her team were incredible to work with. They helped me from start to finish to buy my first home, and I came into it knowing absolutely nothing about how the process worked. They supported me through every step, explained everything clearly, and never made me feel like any question was a stupid one. Exceptionally organised and always one step ahead to ensure every deadline was met. I’m so grateful for their guidance — I couldn’t have done it without them. Highly recommend!”

“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”

“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!”

“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.”

“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!”

“Jarrod and the team have been great to work with over the years, easy to deal with and always helpful. They have looked after our small businesses and personal accounting needs since 2018 and we are more then happy to recommend them to anyone. Thanks!”

“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”

“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.”

“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.”

“Nik Velkovski at Become Wealth has been providing us with financial advice for many years now, including purchase of our first and subsequent homes, investment advice and most recently purchase of an investment property. We cannot speak highly enough of Nik and his team. Nik is professional and knowledgeable, while also being relatable. We have found the latter to be particularly important, with Nik having an impressive ability to listen and understand our needs and financial goals. We were always skeptical about purchasing an investment property. The process with Become Wealth made it near effortless, given their connections with Oakridge Homes and Harcourts property managers. We signed the build contract, and the new build was complete and rented in little over six months - a feat we didnt think was possible. We wouldn't hesitate to recommend Nik and his team to others.”

“Ashley & Kerri provide great customer service. We are very happy and highly recommend them!”

“I've been using SBA Albany for many years for my annual tax returns. Murli, Dolly and the team are great, and take the hassle out of accounting. They respond quickly to any queries, send out reminders for when payments are due. Recommend them for small business - maybe larger ones as well :-)”

“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!”

“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.”