Financial consulting in Auckland

“Excellent service! Very thorough. Highly appreciated.”

“I've been a client of A.I. Financial Services for many years, now. Richard and the team have gone above and beyond to assist me with my changing mortgage and financial needs over the years. I am beyond grateful for Richard's advice; it's been a game-changer. I highly recommend him.”

“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.”

“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.”

“Fantastic experience with JZR Accountants. They’re quick to respond, thorough in their work, and always have our best interests at heart. I would recommend them to any business owner!”

“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.”

“Nikita, thanks for your help to make sense in the complexities of many life and trauma insurance options and constantly ensuring that I am getting the best option for my needs. Your assistance with showing me how to use AIA Vitality membership unlocked a lot of benefits for me which I didn’t realise existed. I am also thankful for completed personalised investment plan which you have done for me. I find your help to navigate thru many unknowns really valuable as I learn to realise the potential of investment in most safe and effective way for me. Thanks!”

“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!”

“Best team out there, cant recommend them enough. Been with them a few years now and got more support from the team than anywhere else and will be with going forward. Keep up the great work team”

“Our whole family received very timely and professional advice from Christine. Top tier service - every time we needed advice, we would receive it in no time. We will be continuing to use the services from Maxicare for many years to come”

“I would like to extend my heartfelt appreciation for Sunil, the Mortgage and Insurance Advisor at Life Secure. Sunil's expertise and dedication have made a significant impact on my financial planning journey. Sunil's extensive knowledge in both mortgage and insurance sectors is truly commendable. He has a remarkable ability to simplify complex concepts, making it easier for clients to understand their options and make informed decisions. Throughout our interactions, Sunil has consistently demonstrated patience, attentiveness, and a genuine commitment to helping me achieve my financial goals. His proactive approach ensures that each step of the process is seamless and stress-free. Sunil's attention to detail and thoroughness in addressing my concerns have been invaluable. He takes the time to listen and tailor his advice to my specific needs, which has instilled great confidence in his recommendations. I have been particularly impressed by Sunil's responsiveness and reliability. He is always available to answer questions and provide support, regardless of the time or day. This level of dedication has been a key factor in fostering a strong sense of trust and assurance. Overall, Sunil exemplifies the qualities of an outstanding advisor—knowledgeable, supportive, and truly invested in the well-being of his clients. I feel fortunate to have such a talented professional as my friend and advisor. I highly recommend Sunil to anyone seeking mortgage and insurance advice, and I am grateful for his exceptional service. Thank you, Sunil, for your unwavering support and expertise. Your contributions have made a profound difference, and I look forward to continuing to work with you.”

“Great service from Bruce and the team.”

“I would highly recommend Malcolm Ashton, he is so helpful, knowledgeable, and very efficient. He always has your best interests in front of mind, and he will always take time to explain policies (pros and cons) so that you understand and will always have the most suitable policy (in my case, medical insurance), for your needs. I have absolutely no hesitation in giving 5 fabulous stars along with my recommendation to use Malcolm's services. Thank you.”

“I reached out to John to take a look at my Kiwisaver and Insurance coverage for my business as a sole contractor. John is very professional with the key knowledge to provide me with the right information, products and services that suited best for me. I would highly recommend him and his team! A+++”

“Porus was very knowledgeable and provided comprehensive insurance options. He took the time to consider my circumstances.”

“Dan is the Man 5 STARS YES SiR !! This is the guy to go to for any financial advice very helpful!!”

“My wife and I purchased our first home recently. We would like to acknowledge the exceptional service that we received during the entire mortgage process. And with our House and Life Insurance process. Amitesh Singh's professionalism and knowledge of the industry was impressive and truly appreciated. He kept us advised every step of the mortgage process. Also he was always available to answer every question we had. We would highly recommend Amitesh for any of your mortgage needs. Yam & Sharmila”

“Jonty has always been fantastic! we met him 4 years ago and he continues to deliver.. He explains everything thoroughly. it is always a delight to work with him. We cannot thank him enough for all he does. there is only on word for Jonty - EXCELLENT!”

“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.”

“The best advice regarding insurance”

“Have just finished my first year with Enableme and it has been fantastic. I have learnt a great deal and changed my habits more than I imagined possible. Hannah had me hooked after my first consult with her and through out the year Jane has been so supportive and I really loved every meeting I had with her. I am excited about my second year and wished I had started with enableme earlier. The help they provide is brilliant.”