Financial service in Auckland

“Cannot rate these guys high enough. Absolutely fantastic to work with. Were very patience with me and understood what me and my family were looking for. Highly recommend for all insurance needs.”

“We have been dealing with Alistair around our mortgage on a new property and he has been nothing short of amazing. Very knowledgeable, explains things in black and white and really helpful. We will 100% be using again and highly recommend.”

“Emma at EMS Accounting Services has been an incredible support for me . She helped me clearly understand my tax and business obligations, making what felt overwhelming much easier to manage. Emma is patient and thorough, explaining how to use tax services effectively and ensuring I stay compliant with payroll and other business requirements. Her expertise has given me confidence and peace of mind in managing my finances. Highly recommend her for any small business owner!”

“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!”

“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”

“Our whole family received very timely and professional advice from Christine. Top tier service - every time we needed advice, we would receive it in no time. We will be continuing to use the services from Maxicare for many years to come”

“I would like to extend my heartfelt appreciation for Sunil, the Mortgage and Insurance Advisor at Life Secure. Sunil's expertise and dedication have made a significant impact on my financial planning journey. Sunil's extensive knowledge in both mortgage and insurance sectors is truly commendable. He has a remarkable ability to simplify complex concepts, making it easier for clients to understand their options and make informed decisions. Throughout our interactions, Sunil has consistently demonstrated patience, attentiveness, and a genuine commitment to helping me achieve my financial goals. His proactive approach ensures that each step of the process is seamless and stress-free. Sunil's attention to detail and thoroughness in addressing my concerns have been invaluable. He takes the time to listen and tailor his advice to my specific needs, which has instilled great confidence in his recommendations. I have been particularly impressed by Sunil's responsiveness and reliability. He is always available to answer questions and provide support, regardless of the time or day. This level of dedication has been a key factor in fostering a strong sense of trust and assurance. Overall, Sunil exemplifies the qualities of an outstanding advisor—knowledgeable, supportive, and truly invested in the well-being of his clients. I feel fortunate to have such a talented professional as my friend and advisor. I highly recommend Sunil to anyone seeking mortgage and insurance advice, and I am grateful for his exceptional service. Thank you, Sunil, for your unwavering support and expertise. Your contributions have made a profound difference, and I look forward to continuing to work with you.”

“Mahesh is so nice, I find myself doing better at my work to do better because going Tradetax gives me peace of mind Thanks very much Mehesh”

“Core Business is a great accounting company. I am very pleased with the service here. Vijay is a reliable, professional, and polite person. If you are looking for a good chartered accountant, look no further.”

“I heartily endorse Sky Loan Services. They offer excellent guidance on both home and vehicle loans. A very kind and supportive team that provided me with answers to all of my queries. Having your troubles resolved over the phone is such a relief. Unquestionably five stars.”

“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.”

“Great service from Bruce and the team.”

“I would highly recommend Malcolm Ashton, he is so helpful, knowledgeable, and very efficient. He always has your best interests in front of mind, and he will always take time to explain policies (pros and cons) so that you understand and will always have the most suitable policy (in my case, medical insurance), for your needs. I have absolutely no hesitation in giving 5 fabulous stars along with my recommendation to use Malcolm's services. Thank you.”

“I reached out to John to take a look at my Kiwisaver and Insurance coverage for my business as a sole contractor. John is very professional with the key knowledge to provide me with the right information, products and services that suited best for me. I would highly recommend him and his team! A+++”

“sage is a star, soooo funny, super helpful, definitely humbled me but that’s ok!! the person at reception and another employee there were very attentive and lovely ⭐️⭐️⭐️⭐️⭐️”

“I've been using Custom Logistics for 4 years and only too happy to provide a good review. I import packaging in full containers and LCL and use them for everything from booking in China through to delivery in Auckland. Owners really care, staff try their best, good rates, what more can I ask for. Very happy and recommend to others. Thanks guys!”

“Excellent service use a broker for insurance you get a far better outcome. They are the best.”

“Andy Chen is a fantastic insurance advisor. He really took the time to listen and understand my situation, then explained all the options in a way that felt clear and easy to follow. What I appreciate the most is how approachable and responsive he is—I never felt rushed or pressured, and he always made sure I felt comfortable with my decisions. Thanks to Andy, I now feel confident and at ease knowing my insurance is well set up. His professionalism and genuine care really shine through, and I wouldn’t hesitate to recommend him to anyone looking for reliable advice and support.”

“My wife and I purchased our first home recently. We would like to acknowledge the exceptional service that we received during the entire mortgage process. And with our House and Life Insurance process. Amitesh Singh's professionalism and knowledge of the industry was impressive and truly appreciated. He kept us advised every step of the mortgage process. Also he was always available to answer every question we had. We would highly recommend Amitesh for any of your mortgage needs. Yam & Sharmila”

“Jonty has always been fantastic! we met him 4 years ago and he continues to deliver.. He explains everything thoroughly. it is always a delight to work with him. We cannot thank him enough for all he does. there is only on word for Jonty - EXCELLENT!”

“Theresa has a wealth of knowledge and has been amazing through my insurance review process and gave sound advice on my Kiwisaver to ensure that I will be well covered for my retirement years. Thank you Theresa for your expertise and guidance.”

“Sabby made the process of getting insured easy and stress-free, with clear communication and no hidden surprises. Highly recommend them for anyone looking for reliable and trustworthy insurance coverage.”

“It was a pleasure working with Farea and Trent at Luminate financial group team in the purchase of my first home. They worked efficiently liaising with the lender and talking me through the process therefore making it easy for me. Communication was open and honest and they went above and beyond to help me with anything I needed which made it easy to finalise my finance. I wouldn't hesitate to recommend the team at Luminate. Title for our land was supposed to come in October but it came 6 weeks early leaving us to settle in just 2 weeks but Farea made sure that everything went smoothly and settlement happened on the given date. Massive regards to Farea Khan especially for facilitating everything so professionally and so efficiently. Feeling so blessed with help from these guys.”