Financial consulting in Auckland

“Excellent service from Peter and the team . Thankyou”

“Fantastic! The team are SUPER helpful and friendly. They take time to explain things in detail and are always happy to answer questions and give advice. Highly recommended!”

“Awesome team at Morfin! Highly would recommend speaking with Mike if you are considering getting life insurance, very cost effective and willing to go the extra mile for you”

“The best accountant in the game!”

“Thorough & diligent insight and advice - highly recommended.”

“We have been dealing with Alistair around our mortgage on a new property and he has been nothing short of amazing. Very knowledgeable, explains things in black and white and really helpful. We will 100% be using again and highly recommend.”

“Axiome have handled my investments for a number of years now and I have found them both approachable and professional. I really appreciate their independence and methodologies. And I am happy with the outcomes.”

“I have been a client of Credsol Financial Services for the past year, and my experience has been exceptionally positive. The team at Credsol demonstrates a high level of professionalism, providing insightful financial advice tailored to individual needs. Their customer service is commendable, with prompt responses and a willingness to address any concerns. I appreciate the transparency in their processes, making it easy to understand various financial options and strategies. Credsol’s commitment to financial literacy is evident through educational resources and personalized guidance. They go the extra mile to ensure clients are well-informed, fostering a sense of trust and confidence. Overall, my journey with Credsol Financial Services has been marked by reliability, transparency, and a genuine dedication to client success. I confidently recommend their services to anyone seeking a trustworthy financial partner.”

“Theresa has a wealth of knowledge and has been amazing through my insurance review process and gave sound advice on my Kiwisaver to ensure that I will be well covered for my retirement years. Thank you Theresa for your expertise and guidance.”

“It was a pleasure working with Farea and Trent at Luminate financial group team in the purchase of my first home. They worked efficiently liaising with the lender and talking me through the process therefore making it easy for me. Communication was open and honest and they went above and beyond to help me with anything I needed which made it easy to finalise my finance. I wouldn't hesitate to recommend the team at Luminate. Title for our land was supposed to come in October but it came 6 weeks early leaving us to settle in just 2 weeks but Farea made sure that everything went smoothly and settlement happened on the given date. Massive regards to Farea Khan especially for facilitating everything so professionally and so efficiently. Feeling so blessed with help from these guys.”

“After emailing ~10 financial advisers looking for some general planning & guidance Raiden's response stood out the most. Sadly, in many cases, the FAs who responded seemed disinterested and surprisingly dismissive - I can only imagine this contributes to so many of us putting off financial planning! Raiden came across as someone who agrees FA is for everyone, not just the wealthy. Even via email I found him engaging and easy to talk to. We had an initial session after I'd completed the self assessment he shared, it was so helpful to see where I'm on track, and where I had opportunities to improve/ think a little differently about my finances. I left our session with a few simple 'quick wins' to get started with, and some guiding principles around money management. I don't have the typical financial goals that many people do (e.g. saving for a house, or to have children etc), but that didn't matter - Raiden's approach is focused more around a clients personal values, and he helps to build a financial picture from there. I'll be recommending him to my network as someone to reach out to.”