Financial consulting in Auckland

“Started my small business with SBA Avondale back in 2020. Very friendly and professional. I don't have to worry about tax and returns filing. Always ready to help with whatever I need. Highly recommend. Thank you.”

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

“I’ve happily been lucky enough to work with Alice and Mark for many years and couldn’t speak more highly about Raynes Gibson and Matthews. They are highly communicative, careful and conscientious professionals who have helped me not just with my simple small businesses operation, but with a hugely diverse range of businesses from international agreements to property company matters. Everyone at RGM has always been friendly, prompt, and highly competent and often the business advice I have received has been more valuable than any other business mentorship. Whether you are starting out or been in business for decades I highly recommend.”

“I highly recommend the team at Wealth HQ and just wish I had found Andy Turner and his team a lot sooner. Absolutely outstanding service I could not be happier and they genuinely care and want to achieve the best for us and work hard to set us up for a positive outcome and solutions. 100% genuine and 100% committed I look forward to a long working relationship with the Wealth HQ Team.”

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

“As first-home buyers, we were naturally overwhelmed and unsure about the whole process — especially when it came to our finances. But from the moment we met Varun, everything changed. He made the entire journey feel smooth, stress-free, and surprisingly enjoyable. His guidance was not just professional, but genuinely thoughtful — he took the time to explain everything clearly, helped us understand how to manage our mortgage smartly, and even gave us great tips on how to save and repay faster. We truly felt supported every step of the way. It was an absolute pleasure working with him, and we’ll definitely be reaching out to Varun again in the future. Thank you for making our first home dream come true!”

“I have been with SBA Pukekohe for a couple of years now and have had a very positive and professional experience! They take the time to answer any questions I have always and have made my life so much easier as I run my business. Highly recommend! Thanks team”

“5 years ago we took our first step towards being Business Owners. It was a very big step for us and we needed someone who could guide us and support us in terms of our finances. We came across Business Like through our google search and decided to go with them. A decision we have not regretted. We have worked alongside Rachel Green, who has extensive knowledge around childcare businesses. She supported us well and provided us with the guidance that we initially needed to ensure we had a smooth start. Rachel is professional, knowledgeable in what she does, very friendly, and prompt in her responses. Always available over the phone or email if we need quick advice, or if we feel there is a need to have a face to face chat, then that is also always an option. All staff at Business Like are very friendly and always helpful. Also very cost effective. Happy and satisfied customers who will definitely recommend you to give Business Like a chance to look after you. Thank you Rachel Green and Business Like. Preenika and Ritesh”

“The Team at Loan Market Team Patten were absolutely awesome. Michelle is fantastic to deal with & really knows her stuff. Ruth is also amazing. Highly recommend them. Your finances are in good hands.”

“I never thought in a million years that buying a property for myself was even possible. I’d written it off as something “other people” could do. Then I met Simon McDonald and the team at MortgageHQ. Simon didn’t just run the numbers, he challenged my beliefs, backed me with a strategy, and showed me step-by-step how the impossible could actually be possible. His confidence, clarity, and genuine care turned one of the most overwhelming journeys of my life into something exciting and achievable. Thanks to Simon and Kevin at MortgageHQ, I’m now a homeowner, a sentence I honestly never thought I’d be able to say. If you want someone who believes in your goals even before you do, this is the team you want in your corner. Absolute game-changer.”

“We have used Alan Greig over the last 8 years to source and finance our lease cars. He is fantastic! He goes above and beyond and nothing is too hard. He makes the process so easy and enjoyable. I would highly recommend him and the Driveline team if you are wanting to lease or finance a vehicle.”

“Last year my partner and I decided to combine finances and tackle property together. Lara modelled some different options for us and helped us to work out a doable way forward for investing in a way that sets us up well for the future. Financial terms and concepts often feel frustratingly complex to grasp and Lara has done a brilliant job of helping us make sense of it all and provide a focus for our efforts. Really appreciate her support.”

“Highly recommend to whoever who is looking for wise guidance about your KiwiSaver plan. I just moved to nz and was very confused with the whole concept of KiwiSaver but National Capital assigned me a great consultant "Tim" and he helped me with every step. Trust them, because they know what they are doing.”

“Excellent results with simplicity. We have earnt very good interest in our investment accounts. When withdrawing funds it was quick and easy. Love how it supports local kiwi organizations and that it is morally bound with its overseas investment choices. 100% recommend”

“Murray and Danielle have been nothing but amazing for my partner and I's first home purchase, any question we had no matter how silly they were always happy to chat. The time, care and attention they put into our application was beyond our expectations, and now we can officially say we're home owners! Thanks again guys.”

“Craig and Jade have helped me with both my mortgage and insurance needs for my first house. They have both treated me like a friend, listening to my needs, my concerns and answering my many, many questions with patience and care. Their prompt responses and knowledge of products have made the whole experience seamless. They are so easy to work with and I appreciate all their support.”

“I had a really positive experience speaking with Stephen today about my KiwiSaver. He took the time to clearly explain my options and helped me understand my next steps with confidence. His guidance was supportive, easy to follow, and tailored to my situation. I left the conversation feeling much more informed and reassured. Highly recommend Stephen for anyone needing help with KiwiSaver!”

“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!”

“Outstanding service! We traveled all the way from the USA to find the items sold here. We were not disappointed! We will return on our next trip for more excellent service!”

“I’ve been with Ease Insurance for over 5 years, and throughout this time, Andrew has consistently guided us in tailoring the right insurance coverage for our needs. Every year during renewal, he takes the time to review our requirements and patiently addresses all our questions. If he doesn’t have an answer right away, he always gets back to us promptly with the information we need. Andrew is professional, honest, reliable, and an absolute pleasure to work with. I highly recommend Andrew and Ease Insurance Brokers if you’re looking for insurance for yourself or your family. Thanks Andrew.”

“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.”