Financial services in Auckland

“I recently started using David and his team for our family accounts and found his service to be exceptional. Our structure is complex, however David and his team worked diligently to understand it and prepare our accounts very efficiently. David's invoices are fair and reasonable and represent excellent value for money. I look forward to continuing to work with David in future and highly recommend his services.”

“I have used Alliott NZ for nearly 20 years now which clearly speaks volumes about their customer service. They are very professional, timely, attentive and most of all, personable and human. I feel like a valued customer, not just another account and would recommend them to you if you have personal or business accounts requiring attention to detail and the personal touch seldom found in larger practices. Thank you Greg & Vanessa and the team of people behind you for the exceptional service and value over the years.”

“Dominic helped me choose the best insurance policy for myself considering my financial status and he was so supportive throuhout the whole process ... he explained everything in great detail and we understood him .. thank u so much”

“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. ;)”

“Himanshu & his team are just amazing. They are always one phone call or email away to sort out your problem/query. I highly recommend them for their services.”

“Kerwin and the team are absolutely amazing, highly recommend SBA Remuera!!”

“One of the few insurance brokers who actually listen and provide products/services specific to your needs. Stewart has been extremely professional in answering my calls any day/time. Insurance products can be confusing and disorienting however the professionalism from this team is top notch. Bravo!”

“Jarrod and the team have been great to work with over the years, easy to deal with and always helpful. They have looked after our small businesses and personal accounting needs since 2018 and we are more then happy to recommend them to anyone. Thanks!”

“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.”

“I found GECA Chartered Accountants because I'm a Grey Lynn local. I contacted them by email and received a response within a day. We spoke about what I needed them to help me with and I very quickly had an email outlining what I needed to provide them with and, voila, it was all sorted. The most painless tax experience I have ever had. I couldn't recommend them more.”

“Tax Hero's team is knowledgeable, friendly, and efficient. They saved me time and money. Thanks.”

“Sam Kodi is an exceptional financial advisor and a true expert in the industry. His depth of knowledge, combined with a practical approach, sets him apart from others in the field. Sam doesn’t just offer generic advice, he takes the time to truly understand each individual’s financial situation, goals, and concerns. What stands out the most is his genuine commitment to adding real value to people’s financial lives. He listens attentively, communicates clearly, and delivers tailored solutions. Sam builds trust effortlessly and helps his clients feel confident and secure. In every interaction, he demonstrates professionalism, integrity. Sam Kodi is exactly the kind of advisor you want on your side: knowledgeable, trustworthy, and truly invested in your success.”

“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.”

“Fortis, and especially Jono, have been invaluable in their assistance to us. If you want trustworthy and no muck around people then pick Fortis. The respect Jono has shown is a reflection of his integrity, and the integrity of the company he represents.”

“My partner and I bought our first home with the help of Bruce despite thinking we’d never be home owners in our lifetimes. He made everything so easy and always spent time answering our (many) questions. We are so happy with the outcomes and advice we received and will be recommending Bruce to anyone who needs a broker! Thanks Bruce!”

“Highly Recommended!!!!!!!! As per our experience, Compare Business Loans is the best finance company in New Zealand. Glenn Holmes is a true gentleman and a big support to everybody who contact him. His tiredless attitude towards his work and customers is amazing. He is the best in the work he do. Best man with best company. Highly recommend!!!!!”

“I’ve visited many banks over the years, facing refusals due to low savings. I’d been trying for a home loan for years with no luck, but then a friend recommended Kewan to help me. He worked his magic, and I finally bought my first house. Thank you, Kewan, for the outstanding service!”

“Reza you’re a legend, my wife and myself are in our sixties, Reza worked his magic and we had offers from two different lenders. He was very professional and his communication was second to none. Reza was recommended by our youngest son who raved about his professionalism. We would have no hesitation in recommending him to friends and family.”

“My husband and I recently used the services of Armstrong Murray to help with a property sales and purchase process. Armstrong Murray, specifically Paria Kim, was exceptional, detailed-focused and a pleasure to work with. Paria helped us to navigate the complex process with ease. We highly recommend Paria Kim and Armstrong Murray, and would gladly work with them again.”

“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”

“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!!!”

“I have been a client of Greenhawk for more than ten years and have been very happy with the service provided throughout that time. Paul and his team are all a pleasure to work and are very willing to go the extra mile.”

“My family had the pleasure of working with Anand on our home ownership journey. Anand is very knowledgeable and his communication skills are the best. Thank you Anand for helping us.”

“Craig and Jade have helped me with both my mortgage and insurance needs for my first house. They have both treated me like a friend, listening to my needs, my concerns and answering my many, many questions with patience and care. Their prompt responses and knowledge of products have made the whole experience seamless. They are so easy to work with and I appreciate all their support.”