Financial consulting in Auckland

“Paulette and her team were incredible to work with. They helped me from start to finish to buy my first home, and I came into it knowing absolutely nothing about how the process worked. They supported me through every step, explained everything clearly, and never made me feel like any question was a stupid one. Exceptionally organised and always one step ahead to ensure every deadline was met. I’m so grateful for their guidance — I couldn’t have done it without them. Highly recommend!”

“We appreciate very much how Ranjana handled the overall mortgage process for us. From the beginning she took us through the details in easy to understand way. It felt so easy from the document preparation to submission. We were really glad we contacted her back after years. As the loan process look really scary and cumbersome to us. I would very much like to recommend anyone who's in the journey to their first home to hire Swift Mortgage team. Once again thanks a bunch Ranjana!”

“Mike and Julie have been remarkable! Huge thank you for helping us secure our mortgage. You were absolutely amazing - going above and beyond to lock in the best outcome, even negotiating with not one but two banks so we could choose the most suitable package for us! Your professionalism, passion for what you do and fantastic communication made the entire process so much easier and far less stressful. Your expert guidance through the maze of paperwork and complex mortgage requirements was truly invaluable. We are thrilled to finally be in our new home - and couldn’t have done it without you. We highly recommend your services to everyone - you are simply the best!”

“We had an excellent experience dealing with Logan and his team. Very responsive, friendly and made the whole process feel less stressful. Would recommend to anyone wanting to buy their first home!!”

“⭐️⭐️⭐️⭐️⭐️ 5/5 I had an outstanding experience with my mortgage adviser, Vinit Sangwan at Innovest. From start to finish, he provided exceptional guidance and made the entire mortgage process smooth and stress-free. Vinit was always available, explained everything clearly, and went above and beyond to ensure our mortgage was sorted on time. If you’re looking for someone trustworthy, knowledgeable, and genuinely committed to helping you, I highly recommend Vinit. Whether you need support with mortgage, insurance, or KiwiSaver, Innovest is definitely the place to go. Thank you, Vinit, for all your help and guidance!”

“We had a great experience with Nick and Viv at Loan Market. They were incredibly helpful throughout the process and were able to secure us a mortgage for our first home with ease!”

“Dev and his team at Fundmaster did a fantastic job at supporting us with our first home buying process. They provided clear financial advice, and were also very reassuring every step of the way. We highly recommend their service.”

“An insightful day was had yesterday attending the Business Changing Leadership Workshop 1.0 hosted by Zac and Malyna. Zac's approach and teaching style was throughly enjoyable and as a result the entire classroom remained engaged throughout the day. The teachable takeaways were made easy to process and believe that this workshop would benefit any leader or manager, no matter what their existing level of experience is.”

“I had an outstanding experience working with Lina on my home loan. Her efficiency throughout the entire process was truly impeccable — everything was handled smoothly and promptly. What impressed me even more was her ability to offer professional advice tailored to my specific needs and concerns. It’s rare to come across a broker who is not only responsive but also deeply knowledgeable. I’m incredibly grateful to have had her support, and I felt completely at ease knowing I was in such capable hands. Highly recommended!”

“We recently purchased our first home and couldn’t have done it without the incredible support of Sanjeev Jangra and his team at Loan Market. From the very beginning, they guided us through every step with patience, professionalism, and genuine care. They explained everything clearly, answered all our questions (big and small), and made what felt like an overwhelming process smooth and stress-free. Their expertise and dedication gave us complete confidence, and we’re so grateful for the excellent customer experience. We highly recommend Loan Market to anyone looking for a mortgage advisor!”

“Linda, Tanya & all the team at "The Loan Market" ..........a big Thank-You for everything you have done for us. Guiding us through the process of reorganising our Mortgages & putting together a new financial mortgage structure for us has allowed us to take back control of our investments. Also putting us in touch with a truly experienced real estate agent (thanks Colleen) to handle one of our property investments made everything seamless. 5 Stars all the way Linda & "The Loan Market" team. Kind Regards Paul & Sara”

“I'm extremely satisfied with their services. They handled my business and personal taxes efficiently, always explaining things in a way that made sense to me. Their attention to detail, prompt responses, and proactive advice have made managing my finances much less stressful. Thanks to their expertise, I was able to maximize deductions and plan better for the year ahead. I highly recommend them to anyone looking for a knowledgeable and dependable accountant.”

“Working with Luke was a fantastic experience. His guidance was helpful, practical and tailored to my business needs. He provided clear guidance and actionable advice that made a real difference. Highly recommend.”

“We can’t thank Jamie and the Loan Market team enough for their incredible support throughout our first home application. They were an absolute breath of fresh air after a frustrating experience with our previous mortgage adviser, who asked for unnecessary documents and made the process more stressful than it needed to be. Jamie handled everything with ease, professionalism, and a calm confidence that really put us at ease. From the very beginning, it felt like we were in safe hands. He made sure we were well-informed but never overwhelmed, and most importantly, he made the entire experience feel stress-free! Something we didn’t think was possible with a mortgage! Highly recommend Jamie and the team to anyone, especially first-home buyers. They truly go above and beyond!”

“We are very pleased with the services provided by Mr. Samir. He consistently goes above and beyond in his work. Highly recommended.”

“Vinay and his team at The Mortgage Hero was absolutely amazing throughout our mortgage journey! From the very first conversation, he took the time to understand our unique needs and made the entire process feel stress-free. What stood out the most was how personal and genuine his approach was - he didn’t just give us options, he explained everything clearly and made sure we felt confident in every decision. Vinay truly went above and beyond, and thanks to his guidance, we secured the perfect home and mortgage for our family. Highly recommend him to anyone looking for an amazing advisor.”

“Karen helped us secure our home loan, and have been a great advisor in interest rate re-fix and in securing an additional loan. Her service is prompt and efficient. We highly recommend her.”

“We have a successful refinancing deal with Top Mortgage. Tao offered good suggestions and timely advice that we didn't think of ourselves which has been very helpful. Thank you.”

“We had an excellent experience working with Loan Market. From the very beginning, they were knowledgeable, responsive, and incredibly helpful throughout the entire mortgage process. They took the time to explain all of my options clearly and made sure I felt comfortable with every decision. I would highly recommend them to anyone looking for a trustworthy and efficient mortgage broker!”

“An outstanding consultation! Even the most difficult questions answered clearly and simply. I cannot compliment David Lang enough and I recommend his services to all prospective clients.”

“Highly recommend Emma! We were selling and buying which was quite stressful. Emma really helped by being there to answer our numerous questions along the way. She is super knowledgeable and works really efficiently. I loved how quickly we were able to get hold of her if we had any issues and she was more than happy to provide her expertise and advice. Will definitely be using Emma’s services on an ongoing basis.”

“We are so grateful for the time and expert advice Cam was able to provide us in planning for our retirement and the best Kiwisaver scheme to suit our needs. We can highly recommend Cam to provide personalised and thorough advice.”

“Excellent service from the team at IBBZ in getting my NRCT exemption sorted. Very competent in handling matters related to IRD and constant updates provided on the status of my application. Many thanks to Iris on her efficient service.”

“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.”

“Manoj came recommended and he didn’t let us down. A really great guy, knowledgeable and a realistic optimist sort of guy… exactly who you’d want batting for you with the banks. It feels like he has your back and he listens to your objectives. Highly recommend you get his help.”

“I'd highly recommend GB Pensions to anyone considering moving their UK pension funds to New Zealand. Tony is extremely knowledgeable about the transfer process and was very generous with his time explaining the pros and cons to help me in the decision making process.”

“Keith responded to our enquiry quickly. During our initial meeting he ensured he understood our requirement and summarised it accurately. We were able to secure the finance we sought very quickly and the borrowing options available to us were clearly presented. I fully recommend Keith to anyone seeking finance for any purpose.”

“We are so glad we chose to have private insurance, and even more thankful that Shona was the one guiding us through it. She made the whole experience so positive – patiently answering all our questions and handling the paperwork with the insurance company. Because of her support, I was able to have my surgery overseas without stress or delays. Having private insurance gave us real peace of mind, and Shona’s help made all the difference. She made the whole process clear and smooth, and we felt well taken care of. Highly recommend her services!”