Financial services in Auckland

“Tom from Buddy Mortgages was amazing from the start. He has helped us through the process and got the result that we wanted. We were forever changing our mind on how to structure things, it was never a problem for Tom. He has put in so much work for us and we are ever thankful, the advice he has given is priceless. Thanks Tom and I will be recommending you to anyone who is looking for a great broker that goes the extra mile Thanks mate”

“We first met Hamish and the team when we were looking at buying our business. He completed due diligence for us and we've been with him ever since. The team always offer solid advice, great service and available when we need them.”

“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.”

“We have used Alan Greig over the last 8 years to source and finance our lease cars. He is fantastic! He goes above and beyond and nothing is too hard. He makes the process so easy and enjoyable. I would highly recommend him and the Driveline team if you are wanting to lease or finance a vehicle.”

“Highly recommend to whoever who is looking for wise guidance about your KiwiSaver plan. I just moved to nz and was very confused with the whole concept of KiwiSaver but National Capital assigned me a great consultant "Tim" and he helped me with every step. Trust them, because they know what they are doing.”

“I came to Stephen for help with my first home buying mortgage after finding him through Google and MoneyHub. He guided me through the whole process, explained everything clearly, and made it simple and stress-free. Even though I often finish work late, Stephen was always willing to chat after hours when needed, which made things so much easier. Thanks to his support, the process was quick and smooth. I feel really confident and happy with the outcome, and would highly recommend Stephen to anyone looking for a mortgage broker.”

“David and his team have helped me with my insurance since the beginning of my contracting career 8 years ago. Over this period he has always been approachable with any questions I may have had. He has also helped myself and my wife when we brought our first home. Ensuring we were covered for any unexpected turns. We would highly recommend David and his team to any of our friends and family!”

“Nik Velkovski at Become Wealth has been providing us with financial advice for many years now, including purchase of our first and subsequent homes, investment advice and most recently purchase of an investment property. We cannot speak highly enough of Nik and his team. Nik is professional and knowledgeable, while also being relatable. We have found the latter to be particularly important, with Nik having an impressive ability to listen and understand our needs and financial goals. We were always skeptical about purchasing an investment property. The process with Become Wealth made it near effortless, given their connections with Oakridge Homes and Harcourts property managers. We signed the build contract, and the new build was complete and rented in little over six months - a feat we didnt think was possible. We wouldn't hesitate to recommend Nik and his team to others.”

“Previously I had been to other firms regarding my income tax but my experience with this team was great. My tax lodgement went smoothly. As my agent they also advice me on many tax matters and cleared my doubts. I would recommend this team to anyone who is looking for accountant or any other accounting issues. Great team great work. Thanks guy's.”

“Super professional! Sheikhil was extremely helpful and supported us along every step of the first home buying journey. He was available to answer questions at any time, he was patient and explained everything in detail and above all Sheikhil has a great sense of humour that was something we appreciated considering how stressful buying a home could be. Thank you Sheikhil, Andra and Alex”

“Mike has been amazing. He is extremely responsive and experienced. We had to do a claim recently and he sorted it all for us and got the claim approved quickly and efficiently. I highly recommend his services.”

“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”

“Really appreciated David explaining GST/ tax requirements. As a sole trader was a bit overwhelmed and worried Id made a mistake filing - great to have the help.”

“I want to sincerely thank Praveen garu and Gulshan Ji for their incredible dedication and expertise in helping me secure my home loan approval. My application was quite complex, but they handled every challenge with patience, professionalism, and determination. Throughout the process, they guided me clearly, kept me updated at every stage, and worked tirelessly with the bank to ensure the best possible outcome. Their deep understanding of lending processes and strong communication made all the difference. Thanks to their efforts, I was able to achieve my dream of buying a home — something I wasn’t sure would be possible given my situation. I truly appreciate their support and highly recommend them to anyone looking for a knowledgeable and trustworthy financial advisor, especially for challenging loan applications.”

“Blanket was recommended to us and I can honestly say that I have not been disappointed. We had the great fortune to met Jenna, she managed to sort the whole process of moving insurers, efficiently and very professionally. In fact I was expecting hurdles, especially from the old insurer, but not the case as it all went very smoothly. So thank you Jenna, you're a star!”

“Ashley & Kerri provide great customer service. We are very happy and highly recommend them!”

“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.”

“Deep bajaj was great to work with. He took the time to understand my situation and found the best deal for my mortgage refinance. He explained everything clearly, handled the process smoothly, and kept me updated from start to finish. I’m really happy with the outcome and would recommend him to anyone looking to refinance.”

“Mahesh has been referred to us by a friend. He is a lovely man, friendly and approachable. We felt comfortable with him from our first meeting. He has this welcoming personality that made us feel we were in good hands. Mahesh was able to guide us through the whole process of our loan refinancing application despite the very short notice and we were so happy with the result. He worked extra mile just so we can make it to the settlement date. He patiently answered all our questions and he has been so professional in all his dealings with us. We were so satisfied with the services he provided us. Will highly recommend you to friends Mahesh. Thank you so much. Will surely use your service again in the future.”

“Gina offered my wife and I a thorough consultation and gave previous advice about our plans of moving from US to New Zealand. We will certainly be her clients when we land there. Tax filing in both countries can be very complicated and we feel that having an expert helping us with this task can save us a lot of money and give us a piece of mind knowing we are in good hands!”

“A fantastic finance company to have a loan with. Made it so easy for me when I desperately needed a loan for a car. I have had several loans since. Thank you Lisa and everyone there.”

“I've had a great experience with Ken and the team at MTF Wairau Valley for my asset finance needs. I definitely recommend them!”

“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.”

“I have known Ash in a business capacity since 2017 where he looked after me with home lending through BNZ. I have worked closely with him in an inter-business system where he has assisted my clients and I absolutely have 100% trust in how he has treated myself and all of my clients. He always has extremely valuable, up-to-date and in-depth knowledge of the NZ financial market, the NZ housing market, and the best residential or business strategies and lending options. I highly recommend speaking to Ash if you are looking at your personal or investment property options, along with any business ideas or needs you might have.”

“5 years ago we took our first step towards being Business Owners. It was a very big step for us and we needed someone who could guide us and support us in terms of our finances. We came across Business Like through our google search and decided to go with them. A decision we have not regretted. We have worked alongside Rachel Green, who has extensive knowledge around childcare businesses. She supported us well and provided us with the guidance that we initially needed to ensure we had a smooth start. Rachel is professional, knowledgeable in what she does, very friendly, and prompt in her responses. Always available over the phone or email if we need quick advice, or if we feel there is a need to have a face to face chat, then that is also always an option. All staff at Business Like are very friendly and always helpful. Also very cost effective. Happy and satisfied customers who will definitely recommend you to give Business Like a chance to look after you. Thank you Rachel Green and Business Like. Preenika and Ritesh”