Financial consulting in Auckland

“⭐️⭐️⭐️⭐️⭐️ 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!”

“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!”

“Look up online and found SBA Karaka. Book an appointment and we were lucky enough to get one same day. Best decision to go in and see Mr. Balaji. He walks us through everything that we need to know and to avoid. Recommend them to all our sole traders out there. Great service!”

“My industrial shade business Pro Shades has been extremely well taken care of by the team at One Team accounting. They make everything easy from GST, Xero adjustments, annual reports, and best of all filling out those painful IRD forms. Thanks One Team”

“Jennifer and her team has been doing my accounts for several years. Always proactive and provide excellent advise on taxation. Easy to work with. Highly recommend SBA Onehunga.”

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

“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!”

“KGA was an amazing company to work with so much better than our last company so professional fun to work with. Highly recommend KGA Accounting to all who are asking me for an accountant you know.”

“Ravi and his Team were exceptional by helping us to start right from the bottom with our accounts. As a new investment property owner, we didn't know much about the taxation process. Ravi and his Team were extremely professional and took time to explain everything to us in detail which was easy to understand. I would highly recommend Elite Accounting Limited to anyone who is looking to get assistance with their accounts or tax advice. Ravi and his Team are approachable and deliver promp, fast and efficient service!”

“I have used Alliott NZ for nearly 20 years now which clearly speaks volumes about their customer service. They are very professional, timely, attentive and most of all, personable and human. I feel like a valued customer, not just another account and would recommend them to you if you have personal or business accounts requiring attention to detail and the personal touch seldom found in larger practices. Thank you Greg & Vanessa and the team of people behind you for the exceptional service and value over the years.”

“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.”

“I recently had the pleasure of receiving coaching from Catherine at The Engine, and I am thrilled to share my experience. As a Coffee News franchisee, I found Catherine's expertise to be incredibly valuable. Her deep understanding of business operations, combined with her practical approach, makes her an exceptional coach for both newcomers and seasoned business owners alike. For those who are new to the business world, Catherine's coaching is nothing short of essential. She breaks down complex concepts into manageable steps, providing clear and actionable guidance that demystifies the process of running a successful business. Her approachable manner and patient teaching style make it easy to grasp new ideas and implement them effectively. Even for those with more experience, Catherine offers a wealth of insights that serve as a great refresher. She helps to refine and improve existing practices, ensuring that you stay ahead in an ever-evolving business landscape. Her ability to pinpoint areas for improvement and provide targeted advice is truly impressive. Moreover, Catherine's coaching sessions are not just about imparting knowledge; they are also highly motivational. She instills a sense of confidence and enthusiasm, empowering you to tackle challenges head-on and achieve your business goals. Her support goes beyond mere instruction – she genuinely cares about your success and is dedicated to helping you thrive. In summary, if you're looking for top-notch business coaching, Catherine at The Engine is the perfect choice. Her skill, knowledge, and dedication make her an invaluable asset for anyone looking to excel in their business endeavors. Whether you're just starting out or looking to enhance your existing skills, Catherine's coaching will provide you with the tools and confidence you need to succeed.”

“My experience with SBA Manurewa branch,led by Mohammed Dean,has been outstanding. Their team demonstrates a high-level of expertise,attention to detail and strong commitment to delivering accurate and timely financial services. They take time to fully understand your business and provide strategic value added guidance. I Confidently recommend SBA Manurewa to anyone in need of professional and dependable accounting support. Thank you SBA Manurewa Team ....”

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

“Oliver is the BEST Mortgage broker I have ever dealt with. I have done multiple subdivision projects and bought and sold using Oliver and he has had to work pretty darned hard sometimes with the complex financial funding for my company and personal situations and he has ALWAYS come through!!! If you need someone with the knowledge of the lending industry, tailored to suit your personal needs, Oliver will be the one to seal the deal. Highly recommended AAA+++!!!”

“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!”

“Andrew and his team at Personalised Mortgages have worked tirelessly to support us through numerous transactions - their professional advice and service has made the process seamless, and always keeping us fully informed throughout. I wouldn't hesitate to recommend them.”

“Reza you’re a legend, my wife and myself are in our sixties, Reza worked his magic and we had offers from two different lenders. He was very professional and his communication was second to none. Reza was recommended by our youngest son who raved about his professionalism. We would have no hesitation in recommending him to friends and family.”

“Chun seriously knows his stuff when it comes to taxes and finances. He is always quick to respond and explains things in a way that makes sense. His expertise has help our business significantly. Highly recommended!”

“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.”

“Working with Swifts Books has been an exceptional experience. Their professionalism is unmatched, consistently delivering accurate and insightful financial advice. They are incredibly approachable and trustworthy, making complex financial matters easy to understand. Highly recommended for anyone seeking reliable and personable accounting services. Thank You Team”

“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.”

“I have been a client of Greenhawk for more than ten years and have been very happy with the service provided throughout that time. Paul and his team are all a pleasure to work and are very willing to go the extra mile.”

“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!”

“After speaking with a few other accountants, I had a quick chat with Callum and he was able to help me immediately. Thank you!!”

“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!”

“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.”

“KAN has great set-up! A combination of intuitive CRM system and compliance support works very well. Estee and Jess are fantastic to work with! Their communication is effortless, and they are always available to help. Thank you for everything! Your support has a profound impact on our business.”

“Excellent team to work with. An affordable service and friendly team that ask the right question, obtain the right detail and process you tax returns. All the dcomuent were well presented also so it was easy to understand.”

“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!”