Financial consulting in Auckland

“Elle has been an excellent financial advisor for myself and my partner. Meetings were easy to set up and when it was convenient for us. Elle has been completely transparent with her information provided to us and made sure we understood everything before moving forward. If we didnt understand anything she was always happy to explain things in a way we could understand. We felt no pressure with Elle which made it easy to move forward with her and the Naked Finance team!”

“Finance Bloom made my car financing process smooth and stress-free! Arsh was incredibly helpful, guiding me through every step and ensuring I got the best possible deal. Highly recommend for anyone looking for clear and reliable financial assistance!”

“We had the pleasure of working with Tanmay from the One AML team and would happily recommend him. Very professional, efficient and communicative.”

“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.”

“Many thanks Christophe, thanks to your hard work my wife and I will be in a much more comfortable position. Your suggestions helped us save money on our current covers by making very little changes. Wishing you a very Merry Christmas and New Year ahead. Andrew K”

“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!”

“It was great working with Preet. He has a great experience to understand the needs and introduces the best options for the loan. Highly recommended. Made my life easier. Thank you Preet.”

“If you want to define what outstanding service is then deal with Bec. The experience from start to finish was excellent and Bec has a warmth about her that puts you at ease throughout the whole process. Fast efficient and very professional. I can definitely recommend and I will certainly use Bec again.”

“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”

“Andre was exceptional in helping us secure our home. At the start of our journey to attain our first home, we had a terrible experience with a different adviser - costing us time and money, and missing out on a decent property. As such, we were skeptical as to whether we wanted to use an adviser at all during this second attempt. LookAhead and Mr Andre came recommended by a family friend - our doubts were allayed almost immediately. Andre is large and in charge - at our initial meet, he communicated the whole process succinctly, yet with crystal clear clarity. He wants his clients to be well informed when making decisions. As buyers with NO experience with the flood of information involved in achieving home ownership, we were able to hit the ground running and secure a loan well in advance of deadlines thanks mostly due to Andre's hands-on approach. It's clear that he very much cares for the success of his clients - you're not just a job to this agency. Any queries or doubts, any time of the day, he was willing to help straight away. We are incredibly grateful for the help!”

“Simon brought our vision to life and guided us through every step of the process to achieve exactly what we wanted. He provided excellent service, delivered on time, and secured the best deals tailored to our needs. We are truly grateful—thank you, Simon.”

“I have been working with Mohit for 6 months and I am extremely satisfied with the service. They are knowledgeable, reliable, and always provide clear explanations, making the complex world of taxes and finances easy to understand. Whether it’s personal taxes or business accounting, Taxspace consistently goes above and beyond to ensure everything is handled accurately and on time. I highly recommend them for anyone looking for a professional and trustworthy accountant!””

“We first met Hamish and the team when we were looking at buying our business. He completed due diligence for us and we've been with him ever since. The team always offer solid advice, great service and available when we need them.”

“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.”

“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.”

“David and his team have helped me with my insurance since the beginning of my contracting career 8 years ago. Over this period he has always been approachable with any questions I may have had. He has also helped myself and my wife when we brought our first home. Ensuring we were covered for any unexpected turns. We would highly recommend David and his team to any of our friends and family!”

“Nik Velkovski at Become Wealth has been providing us with financial advice for many years now, including purchase of our first and subsequent homes, investment advice and most recently purchase of an investment property. We cannot speak highly enough of Nik and his team. Nik is professional and knowledgeable, while also being relatable. We have found the latter to be particularly important, with Nik having an impressive ability to listen and understand our needs and financial goals. We were always skeptical about purchasing an investment property. The process with Become Wealth made it near effortless, given their connections with Oakridge Homes and Harcourts property managers. We signed the build contract, and the new build was complete and rented in little over six months - a feat we didnt think was possible. We wouldn't hesitate to recommend Nik and his team to others.”

“Previously I had been to other firms regarding my income tax but my experience with this team was great. My tax lodgement went smoothly. As my agent they also advice me on many tax matters and cleared my doubts. I would recommend this team to anyone who is looking for accountant or any other accounting issues. Great team great work. Thanks guy's.”

“Mike has been amazing. He is extremely responsive and experienced. We had to do a claim recently and he sorted it all for us and got the claim approved quickly and efficiently. I highly recommend his services.”

“We have been working with Jerome from Rise Advisory for almost a year now, and his guidance has been a vital part of helping us navigate current market changes & improve the business side of our building company. Jerome has truly been a game-changer for us. Jerome is honest and he genuinely sees the value in people, he truly cares about both you and your business and is 100% invested in your success and growth. We couldn’t be more grateful for his support. Thank you”

“Really appreciated David explaining GST/ tax requirements. As a sole trader was a bit overwhelmed and worried Id made a mistake filing - great to have the help.”

“Ashley & Kerri provide great customer service. We are very happy and highly recommend them!”

“Outstanding! Kyle’s knowledge and expertise go far beyond what you’d expect from a mortgage advisor. He understands the banks’ products and policies better than the banks themselves, and he uses that knowledge to deliver real results. Thanks to his strategic advice and smart structuring, he’s managed to shave years off our mortgage term, saving us significant money in the long run. Kyle doesn’t just provide a service – he provides peace of mind, knowing you’ve got someone in your corner who truly knows how to get the best outcome.”

“Mahesh has been referred to us by a friend. He is a lovely man, friendly and approachable. We felt comfortable with him from our first meeting. He has this welcoming personality that made us feel we were in good hands. Mahesh was able to guide us through the whole process of our loan refinancing application despite the very short notice and we were so happy with the result. He worked extra mile just so we can make it to the settlement date. He patiently answered all our questions and he has been so professional in all his dealings with us. We were so satisfied with the services he provided us. Will highly recommend you to friends Mahesh. Thank you so much. Will surely use your service again in the future.”

“Gina offered my wife and I a thorough consultation and gave previous advice about our plans of moving from US to New Zealand. We will certainly be her clients when we land there. Tax filing in both countries can be very complicated and we feel that having an expert helping us with this task can save us a lot of money and give us a piece of mind knowing we are in good hands!”