Financial consulting in Auckland

“Working with Solomon and taking advice from him was awesome. Enjoyable and memorable. He is very honest, friendly, knowledgable and vast majority of experiences in what he is doing as adviser/mortgage broker. I would recommend him to anyone planning of getting financial advisory services to consider getting a valuable advice from him.”

“Ravi and his Team were exceptional by helping us to start right from the bottom with our accounts. As a new investment property owner, we didn't know much about the taxation process. Ravi and his Team were extremely professional and took time to explain everything to us in detail which was easy to understand. I would highly recommend Elite Accounting Limited to anyone who is looking to get assistance with their accounts or tax advice. Ravi and his Team are approachable and deliver promp, fast and efficient service!”

“I've been buying and selling houses using John and his team at NZHL Franklin for over 20 years. They're amazing, they've assisted me in reducing my debt and borrowing again and again for upgrades and investment properties. I'd recommend them (and I do) to anyone looking for personalised service from a company who cares about the outcome of your property journey.”

“7 years passed with CTA, never been disappointed, amazing service and quick response. Because of CTA never had to worry about my Financials ever, also thank you Roshni for professional and best advise you always provide when needed which helped my company growth. Keep up the good work. 5 ⭐️⭐️⭐️⭐️⭐️.”

“Snow and Katie at Apple Mortgage are absolutely fantastic. Snow provided the most suitable loan strategy for us. She supported us through nearly six months of house hunting, always patient, detailed, and encouraging, especially after several failed auctions. Thanks to her guidance and support, we finally secured our dream home. Both Snow and Katie are professional, reliable, and genuinely caring. Highly recommend!”

“Girish bhai was amazing to work with, professional, clear, and always quick to answer my questions. He not only got us a great mortgage deal but also gave helpful tips about the house itself, going above and beyond the finance side. Highly recommend.”

“KAN has great set-up! A combination of intuitive CRM system and compliance support works very well. Estee and Jess are fantastic to work with! Their communication is effortless, and they are always available to help. Thank you for everything! Your support has a profound impact on our business.”

“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.”

“Working with Swifts Books has been an exceptional experience. Their professionalism is unmatched, consistently delivering accurate and insightful financial advice. They are incredibly approachable and trustworthy, making complex financial matters easy to understand. Highly recommended for anyone seeking reliable and personable accounting services. Thank You Team”

“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.”

“I recently had the pleasure of receiving coaching from Catherine at The Engine, and I am thrilled to share my experience. As a Coffee News franchisee, I found Catherine's expertise to be incredibly valuable. Her deep understanding of business operations, combined with her practical approach, makes her an exceptional coach for both newcomers and seasoned business owners alike. For those who are new to the business world, Catherine's coaching is nothing short of essential. She breaks down complex concepts into manageable steps, providing clear and actionable guidance that demystifies the process of running a successful business. Her approachable manner and patient teaching style make it easy to grasp new ideas and implement them effectively. Even for those with more experience, Catherine offers a wealth of insights that serve as a great refresher. She helps to refine and improve existing practices, ensuring that you stay ahead in an ever-evolving business landscape. Her ability to pinpoint areas for improvement and provide targeted advice is truly impressive. Moreover, Catherine's coaching sessions are not just about imparting knowledge; they are also highly motivational. She instills a sense of confidence and enthusiasm, empowering you to tackle challenges head-on and achieve your business goals. Her support goes beyond mere instruction – she genuinely cares about your success and is dedicated to helping you thrive. In summary, if you're looking for top-notch business coaching, Catherine at The Engine is the perfect choice. Her skill, knowledge, and dedication make her an invaluable asset for anyone looking to excel in their business endeavors. Whether you're just starting out or looking to enhance your existing skills, Catherine's coaching will provide you with the tools and confidence you need to succeed.”

“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 recently started using David and his team for our family accounts and found his service to be exceptional. Our structure is complex, however David and his team worked diligently to understand it and prepare our accounts very efficiently. David's invoices are fair and reasonable and represent excellent value for money. I look forward to continuing to work with David in future and highly recommend his services.”

“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.”

“Dominic helped me choose the best insurance policy for myself considering my financial status and he was so supportive throuhout the whole process ... he explained everything in great detail and we understood him .. thank u so much”

“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. ;)”

“Himanshu & his team are just amazing. They are always one phone call or email away to sort out your problem/query. I highly recommend them for their services.”

“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.”

“Kerwin and the team are absolutely amazing, highly recommend SBA Remuera!!”

“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!”

“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!”

“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.”

“Tax Hero's team is knowledgeable, friendly, and efficient. They saved me time and money. Thanks.”