Financial services 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.”

“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.”

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

“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.”

“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.”

“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!”

“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!”

“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.”

“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.”

“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.”

“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%”

“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.”

“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.”

“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.”

“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.”

“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!”

“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”

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

“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”