Financial service in Auckland

“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!”

“Both my partner and I used Edge Mortgages for our home loan top up and then home purchase. After speaking to a few MA and being ghosted by a couple of others, the service we received from Ben and the crew was incredible! They are responsive over both phone and email, happy to meet in person or over zoom and ecer eager to really listen to what you want and your ideas on how that might look. I've already referred both a friend and some family members - we will use these guys again for sure!”

“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.”

“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.”

“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.”

“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”

“Excellent tax form preparation and submission. Have lowered our tax liability every year we’ve worked with them. Won’t work with anyone else. Thanks Jason!”

“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!””

“Very Professional and knowledgeable Team. Always helpful in all my Tax related Queries.”

“I can't express how grateful I am for Tony's team and the exceptional accounting service they provided! From the moment I reached out to them, the professionalism and attention to detail were outstanding. Tony and his team not only demonstrated a deep understanding of complex financial matters but also made the entire process seamless and stress-free for me. In my case, it's property development. Tony helps us with tax planning, GST and income tax filling which is very IMPORTANT when you deal with Land and Properties. They were responsive to all my inquiries and went above and beyond to ensure my financial records were accurate and in order. What truly sets Tony's team apart is their commitment to client satisfaction. They took the time to explain everything in a way that was easy to understand, and their personalized approach made me feel like a valued client. If you're in need of top-notch accounting services with a team that truly cares about your financial success, look no further than Tony's team. I highly recommend them and will undoubtedly continue to rely on their expertise for all my accounting needs. Thank you, Tony, and the entire team, for your exceptional service.”

“Angus is an absolute legend! He doesn't just do Accounting services, he is a Strategic Partner that can give you insights and input on how your business can grow, optimize and become cost efficient. Definitely you should work with him! Or at least pick his mind for something. ;)”

“Baptist has keen eye for details and got me a substantial tax refund with his negotiations. He is a qualified chartered accountant with good knowledge of tax laws and changes. Highly recommended to anyone looking for a qualified accountant to finalise your tax returns”

“Always very happy to help. Given us right advice mostly important is always serves with the smiles.”

“Always great to deal with — professional, reliable, and genuinely helpful. They’ve made everything so much easier, and I’d happily recommend them to anyone looking for a solid accountant”

“Before I met Chun, I didn't think unicorns were real, but Chun and his team at Good for Business proved to me that they are. The advice and attention to detail that the team has for my business is outstanding, working with them is a breeze and they genuinely are good for our business - I'm so happy and proud to have Chun on our journey as our advisors and accountant. I couldn't recommend them more 10/10.”

“I have known David for 20 years or so. I admire his enthusiasm for helping clients grow their business and improve efficiency. To that end he undertakes ongoing training and study to keep up to date with industry developments and changes. I have found him to be a man of integrity and competence, and I recommend him to anyone seeking a competent accountant or business coach.”

“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.”

“We just bought our first home with the help of mortgage advisor Mia. She has been very professional and patient through out the process. She gave us some great ideas regarding finance, as we had less than 20% deposit. It was a stressful journey especially buying somewhere else when we were in Auckland. Mia explained the process well, step by step, happy to answer all my questions in a timely manner. Would highly recommend her to any first home buyer.”

“Carl and Delilah have looked after my accounts for the past few years. They are very responsive and have been able to help with some matters at short notice that were important to my partner and I. Willing to go above an beyond and provide sound advice. Carl and the team at RSM are highly recommended.”

“I had a great experience with NZ Bookkeepers and Accountants. They were helpful, friendly, and made my accounting easy to understand. I highly recommend them for anyone needing accounting services!”

“Figures are not my strong point which is why I wanted an Accountant I could trust. Abhi has been a blessing to me, she is an excellent communicator, very professional, reliable and very easy to deal with. She goes out of the way to help her clients. I would Highly recommend her.”

“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.”

“Shanahans Law were great to work with for the sale of our property. They were informative and prompt with all of their responses. It made for a smooth hassle-free sale. We would use them again in the future and recommend them to others as well.”

“Niraj from Reliable Brokers assisted us secure our first house. We had some hurdles and anxious moments being first home buyers but Niraj had answered all our questions and helped us through the whole process. Excellent service and the name is bang on “Reliable Brokers” - confirmed and highly recommended.”

“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.”

“Really happy with service that we received from Moneykart. Hanumanth ji was always there for us to give suggestions and guide us throughout the whole home buying process. Very professional, prompt response, friendly and kept us informed in all stages - including timeline for savings, sending open homes, making an offer and suggesting right price, till securing our dream home. He has answered every question when we had. He has acted very fast when we had tight deadline for finance approval and get it done in time. He is very experienced and has a lot of knowledge in this market which helped us a lot. He took care, while boosting your confidence, ensuring you know all the parameters while taking a step ahead and you are protected and balancing your life well. Along with helping out in finance approval, Moneykart also extended help for getting insurances and other things required. I truly felt, without Moneykart, we would have not achieved this. I highly recommend Moneykart. Thank you so much!!!”

“Emele has been a wonderful mortgage broker, working alongside us for the past year as we sought to secure our second home. She has a wealth of knowledge and patiently answers all of our questions without judgment and in a way that is easy to understand. She has made the whole process a lot easier and a lot less stressful and we would recommend her services to anyone looking for a mortgage broker.”

“Highly recommend SBA Henderson! Piyush & Jigna Gosalia are extremely knowledgeable, professional and always ready to help ——even in odd hours. Their dedication to clients is truly commendable. Special thanks to Maniji, an exceptionally efficient and responsive team member. A trustworthy and reliable team for all your accounting needs !”

“I had a great experience working with Pravish as my mortgage broker. From start to finish, he was professional, knowledgeable, and incredibly patient. Pravish took the time to explain every step of the process, ensuring I felt confident and informed throughout. His ability to find the best rates and tailor solutions to my needs was awesome. He had great communication and was dedicated to getting the result I needed. I'm glad he was dealing with the bank and not me haha. I highly recommend Pravish to anyone looking for an excellent, reliable mortgage broker.”

“I highly recommend Finex Chartered Certified Accountants, particularly Baqir and his team, for expert finance and audit guidance. Their exceptional service has made managing my real estate finances seamless, thanks to their meticulous attention to detail and prompt responses. I've been consistently impressed with their dedication to my success, evident in every interaction. The outcome has exceeded my expectations, and I look forward to a long-term partnership with them.”