Financial service in Auckland

“Andrew is a true professional and works extremely hard to deliver a successful outcome for the client. He has a great wealth of knowledge in this market sector and it was a pleasure to work with him.”

“Patricia is extremely efficient, helpful and I recommend her excellent services.”

“Excellent service! I would recommend it as a great, experienced professional. Perfect solution for my business.”

“I worked with John Dooley and found him to be extremely professional and provided options for me that worked best for me based on my needs and situation. All done in a non pushy way. Highly recommended”

“Lynda made our accounts set up a breeze and I find her organisation critical to keeping me on task.”

“Professional and efficiency. Good service！！！”

“Yang Gu has been my Insurance Adviser for many years. He looked after all my personal risk policies and gave advice when life evolves. When I started my own business he also helped with Business Insurance and as always dependable and professional. If you needed an independent expert in insurance give him a call. Harry Tsui Director HY Mortgages”

“I'm exceeding grateful for Harding Financial in their assistance in sorting out my insurance plan. Initially I thought setting up such a plan would be daunting and time consuming, but Danny explained the process clearly and in an easy to understand format. Moreover the process was very quick and they could assist me despite living all the way back in Hamilton via online video chat. Couldn't recommend them enough.”

“Paul was recommended to us and he and his team have provided exceptional service in our experience so far. They take the time to fully understand your situation, clearly lay out your options, and make considered recommendations. Would highly recommend Paul and his team to anyone looking for a mortgage broker!”

“Highly recommend this company! Made the insurance process so easy for me. Luke was very helpful and professional.”

“Extremely trustworthy advice and information and brilliant customer service too. Definitely contact Glynns Financial!”

“Darcy is great - He has a way of explaining finances and markets that just make sense. He set us up 4 years ago to reach our targets and after a second session we are on our way to our next goal. Worth the money 100%”

“Jack and Russell provided excellent information and support for me during the process of buying an apartment. Jack is a very personable young man but also very professional. He was very patient with me and explained things well always reassuring me that I could contact him if there was anything I was concerned about or did not understand. I highly recommend both Jack and Russell.”

“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.”

“Mike has been incredibly helpful throughout our insurance process. He made everything clear and easy to understand, taking the time to explain all our options in detail. The whole experience was smooth and stress-free, thanks to his guidance. And Mike was always available to answer any questions we had.”

“I was very happy with the comprehensive review and plan for our insurance from Daniel. He takes the time to explain all aspects thoroughly and work out a plan to suit you. His communication and follow up was great too.”

“I will definitely recommend Jith and his team to anybody looking to sort their Mortgage and/or Insurance out. He has been nothing short of amazing. The process was quick, smooth and stress free for us. Our lifestyle is very on-the-go, so to find someone willing to input the same amount of energy and care that we would into finding the best deal has been a true blessing. We are very thankful and grateful to have crossed paths. On top of all that, we walk away with close to 40k in savings per year. We look forward to working together with you again.”

“Prakash is really good and knows the stuff very well. He is excellent on explaining the difficult terms in simpler way. Very happy with the service I have received. Highly recommend him.”

“Michael and his team helped us to get our mortgage and they were so helpful every step of the way. They were patient with us and explained everything so we understood what was going on and they got us the best outcome for our situation. We are very grateful for their work and for how friendly and helpful they were. We would definitely recommend Cave Financial to anyone who is looking for financial advice of any kind.”

“I highly recommend Saneel Kumar. His guidance was clear, professional, and reassuring throughout the entire mortgage process. Saneel was always available to answer my questions, even outside business hours. Excellent service from start to finish!”

“Eugene at Twine has been awesome to work with. He is very knowledgeable not only in what he does as a mortgage broker, but also of financial markets. His insights are definitely invaluable when you're thick into weighing up options. Perhaps more importantly, his level of service is 2nd to none. Communication is smooth and easy, and he goes the extra mile to provide reassuring support when it really matters. We love working with Eugene, and couldn't recommend him enough.”

“I recently had the pleasure of working with ASMA for a comprehensive business audit, and I cannot speak highly enough of the entire experience. From start to finish, their professionalism and expertise truly set them apart in the industry. Working with Sheed was a particular highlight. Sheed's attention to detail and thorough understanding of our International business operations made the audit process smooth and insightful. He took the time to explain each step, ensuring that we understood the findings and their implications for our business. His approachable demeanor made it easy to ask questions, and he was always available to provide guidance and support. The entire team at ASMA demonstrated a commitment to excellence. They were not only meticulous in their approach but also proactive in identifying areas for improvement. The insights we gained from the audit have been invaluable in refining our processes and enhancing our financial strategy. I wholeheartedly recommend ASMA to any business seeking a reliable and knowledgeable partner for their auditing needs. If you have the chance to work with Sheed, consider yourself fortunate; his expertise and dedication will elevate your audit experience to new heights. Thank you, ASMA, for your outstanding service!”

“This was my first time purchasing a house, I went in totally blind not knowing much at all. Ben made everything seamless and easy from start to finish. He went the extra mile, is incredibly knowledgeable, and always took the time to explain things in a way I could understand. Thanks to him, I felt far less stressed and had complete confidence in the process. His communication was fast and consistent, and I honestly couldn’t have asked for a better experience. I’ll be recommending Ben to anyone looking for a mortgage broker and will always go back to him in the future. Hands down the best MB!”

“R Jay Financial Service team played the big part on my achievement. Raman manage my home loan and with no issues it was done. I will recommend friends and family to see him if they need help. Thanks to R Jay Finance”

“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 received exceptional service from Raks Consulting. The staff is exceptionally knowledgeable and always available to provide support." HIGHLY RECOMMENDATION!!”

“Absolutely stoked we were referred to Neil by a friend - had no idea you could get such great advice and service for property finance and advice looking forward to the future. Worth the time and every cent in comparison to dealing with banks and brokers who take the cookie cutter approach. I'll be back”

“Network financial Services have assisted both my wife and I for many years. They have provided a professional service and always do their best to find the most appropriate solutions for the client. I have no hesitation in recommending them and have done so on a number of occasions to clients of mine.”

“A big thank you to Udita and Ajay for sorting out our mortgage. They are very knowledgeable and organized with attention to detail. They made the whole process easy and offered great guidance throughout the entire process. Also got a good deal better than the banks. We couldn't have asked for a better experience. Highly recommend Penguin Financial Services.”