Financial service in Auckland

“Highly recommend. Ants helped us get a grip of our finances and a clear picture of what we needed to do to get our first home. Extremely, knowledgeable and everything simple for us to understand. Thank you!”

“Had a great experience with Ingimar at Haven Financial Advisors. He helped me heaps, explained everything in plain English, and made the whole thing easy and stress-free. Really good guy to deal with and knows his stuff. Would definitely recommend.”

“Exceptional Financial Services I recently had the pleasure of working with Richard from Acquire Financial Services for my first home purchase, and the experience exceeded all my expectations. Richard truly went above and beyond to ensure a smooth and successful financial process. From the initial consultation to the closing of the deal, Richard demonstrated a level of professionalism, expertise, and dedication to assist me every step of the way. He took the time to thoroughly explain every step of the financial process, making sure I felt informed and confident throughout the entire journey. What impressed me the most was Richard's commitment to finding the best financial solutions tailored to my specific needs and circumstances. He went the extra mile to explore various options, offering valuable insights and guidance that ultimately helped me secure the most favourable terms for my mortgage. Communication was seamless, and Richard was always prompt in responding to my queries, ensuring that I felt supported and well-informed. The level of attention to detail truly made a significant impact on my home-buying experience. I highly recommend Acquire Financial Services to anyone seeking exceptional financial services. Richard's dedication, knowledge, and genuine care for their clients make Acquire Financial Services a standout choice for anyone navigating the complexities of a first home purchase. Thank you, Richard, for making this significant milestone in my life a positive and memorable one!”

“Amazing experience with whole team of Maxwell insurance, highly recommended for all your insurance needs including trauma insurance coverage..Cheers”

“They provided outstanding support throughout a long and complex Inland Revenue process, while I am living overseas. Vinay and Matthew were patient, thorough, and highly persistent, keeping me informed at every step and following up consistently until the matter was resolved. Communication was clear, expectations were well managed, and the outcome exceeded what I expected at exactly the right time. A genuinely professional and reliable team that I would confidently recommend.”

“Kunal and Angie have processed my taxes for many years now. They have always been very approachable , thorough and provided informative guidance . I am very happy with their service and grateful to my friend for recommending them to me.”

“I had an excellent experience with global finance recently. Parveer Singh helped me obtain a better cash back deal with my current bank. Also took the stress out of contacting bank to refix loan.”

“Outstanding Service from Global Finance! I’ve been working with Global Finance for the past few years, and their support has consistently exceeded expectations. Most recently, I had the pleasure of dealing with Gaurang, who provided exceptional guidance on how to pay off my mortgage faster, save on interest, and even secured a cashback offer from my lending bank. The team at Global Finance is highly trained, professional, and truly understands the importance of tailored advice. They take the time to understand individual needs and offer solutions that make a real difference. Whether you're looking for a mortgage or insurance advice, I would wholeheartedly recommend Global Finance. Their dedication and expertise make them a standout in the industry.”

“Matt was absolutely fantastic to work with! He made the whole mortgage process smooth, stress-free, and easy to understand. His communication was prompt, clear, and professional every step of the way, and he truly went above and beyond to get us the best possible outcome. We felt supported and informed throughout the entire process. We can’t recommend Matt highly enough—thank you for all your help!”

“I was a bit shy in the beginning, but Rupesh made me feel completely comfortable right away. What started as something I was nervous about turned into such a positive, empowering experience! He explained everything clearly and made budgeting feel simple and even fun. I’m so grateful for his support and excited to see where my journey goes from here. Highly recommend!”

“I have been with Allsure for the last ten years and I can honestly recommend them. Every year we get Christmas & Birthday Cards and they always touch base with changes, suggestions and just good old fashion service. They’re lovely to deal with. Thank you Allsure for ten years of coverage. As the saying goes: “Rather have it and not need it, than need it and not have it””

“My Wife and I were very impressed with the financial plan Chane assisted us with, her knowledge and expertise along with her investment advice was perfect for us and our situation. I have since referred a number of grateful friends and clients to her who have had the same excellent experience. Very professional - I can highly recommend Chane as a Financial Adviser.”

“Sneddens cannot be faulted - Ryan, Haley and crew do a great job. Easy to deal with, efficient, and just all round a great bunch of people. We've used Sneddens several times in the past, and will continue to do so in the future. Thanks team!”

“We have been working with the team from WEMANA since 2019 and have had the pleasure of both utilising their services in our financial compliance as well as business planning and mentoring. Wyndi and Navi and the team have been instrumental in assisting us grow our business over the years and helped us with our many queries around business ownership and navigating the current climate. We recommend them highly for anyone wanting an accountant who ensures there are no nasty surprises at tax time and who work with you rather than for you in ensuring you understand your finances.”

“We have been with Sureplan for some time now and have found everyone to be absolutely amazing the warmth, kindness (no matter how many questions I ask) the value of their knowledge is second to none...to have someone to guide you through with your financial goals and have the trust that you are being guided in a way that is the best outcome for you...... is priceless!”

“super friendly staff that helped us get our insurance sorted. although - they do not do the policies here! it is all online. they will still guide you through the process if you have any trouble.”

“Keagan Bradley is our rep for Aurora Financial. He is AWESOME. Nothing is too much trouble - he remembers everything. I cannot fault his service, attention to detail, professional knowledge or expertise. He is calm in his manner, never pushes any "barrow", LISTENS, and is patient, respectful, engaging, and very personable. Seriously, you could not ask for a better representative to look after your needs. (And no, I am not in any way related or connected to Keagan other than as his very satisfied client).”

“"Tulip Financial Services Limited" was recommended to us a few years ago by a friend. At the time we were searching for a knowledgeable, proactive agent that would find the best policies to fit our needs. We wanted a professional we could rely on to continually keep our policies updated with the right coverage and competitive rates. We found exactly what we were searching for. Mahesh and his staff have met and exceeded our expectations from day one. They provide excellent customer service with ongoing communication and personalized support. It has been our experience that going above and beyond is the norm for Mahesh and his team.”

“We are overwhelmed with the service provided by Eureka Financial. Sam Khatri is truly a great personality. Very professional, honest and very helpful. We have no knowledge of life and health insurances but Sam showed us the path, gave us true and all the information we needed. Answered all our questions very patiently and do all effort to educate us about different insurance products. He helped us even after hours. He is just a phone call away. Promptly replied all our queries. We were very much comfortable to disclose all our financial and he showed us the way going ahead. Thank you so much for being an incredible advisor and an incredible listener. You constantly helped us put things into perspective and prepared us for great things in the future. Recommended for seeking expert insurance advice.”

“The battery of my old iPhone 6S was unloading very quickly, 1% down each minute... These guys tried to understand why, the battery looked OK, they decided to change the motherboard but results still not acceptable for them. So they changed some chipsets and keep my phone a couple of days to be sure my problem was fixed. And now it is fixed ! My phone is like new, I can use it 2 days without reloading it. I highly recommend that place, thanks you.”

“Working with Theo is a truly amazing experience. His kind nature and desire to help others shine through everything he does. It's his why. Get in touch with Theo from UProtect NZ to have a relaxed chat about your future. 5-star plus.”

“Nikita, thanks for your help to make sense in the complexities of many life and trauma insurance options and constantly ensuring that I am getting the best option for my needs. Your assistance with showing me how to use AIA Vitality membership unlocked a lot of benefits for me which I didn’t realise existed. I am also thankful for completed personalised investment plan which you have done for me. I find your help to navigate thru many unknowns really valuable as I learn to realise the potential of investment in most safe and effective way for me. Thanks!”

“Excellent service! Very thorough. Highly appreciated.”

“Rod has been my adviser for many years. He gives good advice and helpful planning tools that bring piece of mind. I rate him highly as a financial adviser with integrity and he has his clients best outcomes at heart.”

“Awesome team at Morfin! Highly would recommend speaking with Mike if you are considering getting life insurance, very cost effective and willing to go the extra mile for you”

“I've been a client of A.I. Financial Services for many years, now. Richard and the team have gone above and beyond to assist me with my changing mortgage and financial needs over the years. I am beyond grateful for Richard's advice; it's been a game-changer. I highly recommend him.”

“Best team out there, cant recommend them enough. Been with them a few years now and got more support from the team than anywhere else and will be with going forward. Keep up the great work team”

“I have had multiple claims for myself and children processed via Haley of Advice Financial over the last few years. She has always answered my questions promptly and satisfactorily. Further, she has on multiple occasions gone back to my insurer to get them to either waive fees or cover expenses they initially refused to. I can thoroughly recommend Haley and Advice Financial to make your insurance claims process as hassle free as it should be.”

“After emailing ~10 financial advisers looking for some general planning & guidance Raiden's response stood out the most. Sadly, in many cases, the FAs who responded seemed disinterested and surprisingly dismissive - I can only imagine this contributes to so many of us putting off financial planning! Raiden came across as someone who agrees FA is for everyone, not just the wealthy. Even via email I found him engaging and easy to talk to. We had an initial session after I'd completed the self assessment he shared, it was so helpful to see where I'm on track, and where I had opportunities to improve/ think a little differently about my finances. I left our session with a few simple 'quick wins' to get started with, and some guiding principles around money management. I don't have the typical financial goals that many people do (e.g. saving for a house, or to have children etc), but that didn't matter - Raiden's approach is focused more around a clients personal values, and he helps to build a financial picture from there. I'll be recommending him to my network as someone to reach out to.”