Financial consulting in Auckland

“Michelle and Peter are insurance guru's. Easy to contact and deal with. Always keeping me relevant with my insurance plans. Been with them for years now and wont be changing anytime soon.”

“I had a great expperance with Max Insurance . They were helpful though out my claim expperance and I would strongly advise people to use their insurance products.”

“If there was a 10 Star rating available, that would be my choice. Tahei is a Power House in her field. She is a brilliant lady who knows her stuff. Her knowledge and expertise relating to Finances, Financial Health, Kiwi Saver info, Home ownership etc is astounding. She offers honest, non judgmental, straight talking advice on a huge range of financial services: Getting your credit sorted and back to being healthy. Advice on Home ownership and Kiwisaver benefits and entitlements. Loan/Consolidation advice and sources the best options. She is Awesome.”

“Our search for a home to buy was not that easy until I came to know Allan Nichol of First Rate Mortgages and his expertise really helped us a lot. He is our 10th Financial Adviser who made our desire to have a home to be called our own, came true. His work ethics is so commendable and we didn't expect that at times he will go up and beyond his duty. His knowledge and skills as an adviser truly made us find our first home. Allan is really hands on with regards to the property that we are looking at and he would love to be involve to help us in our decision making by laying down his suggestion and recommendation. Excellent customer service he has truly made a huge success in our journey of obtaining our first ever home. Thank you so much from the bottom of our hearts.”

Based in the thriving industrial and commercial suburb of East Tāmaki, Auckland, this specialist insurance advisory service offers expert guidance. Operating under a trusted national brand, the adviser provides personalized financial protection solutions to the local community. The comprehensive services offered include life insurance, trauma cover, income protection, and private health insurance. Clients receive detailed consultations to identify their specific coverage needs without any pressure or overselling.

“A friend recommended me to use Smart Numbers Accountants and I am pleased with how much help, advice and support I have been receiving from Craig. I'm entering my fourth year of trading and I've noticed Craig and the team working to make sure all my questions, big or small, have been answered. I'd recommend Craig to anyone looking for support with a new business venture or who is looking for great advice from someone who's been in the game a long time.”

“Our family has been with these accountants for as long as I can remember. Very prompt in their replies, friendly yet discreet in getting things done. Fees are competitive. Highly recommended!”

“Colin provides great accounting advice and services, I would highly recommend him if your looking for accounting services.”