Financial services in Auckland

“I highly recommend Saneel Kumar. His guidance was clear, professional, and reassuring throughout the entire mortgage process. Saneel was always available to answer my questions, even outside business hours. Excellent service from start to finish!”

“Prakash is really good and knows the stuff very well. He is excellent on explaining the difficult terms in simpler way. Very happy with the service I have received. Highly recommend him.”

“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!”

“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.”

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

“I recently had the pleasure of working with ASMA for a comprehensive business audit, and I cannot speak highly enough of the entire experience. From start to finish, their professionalism and expertise truly set them apart in the industry. Working with Sheed was a particular highlight. Sheed's attention to detail and thorough understanding of our International business operations made the audit process smooth and insightful. He took the time to explain each step, ensuring that we understood the findings and their implications for our business. His approachable demeanor made it easy to ask questions, and he was always available to provide guidance and support. The entire team at ASMA demonstrated a commitment to excellence. They were not only meticulous in their approach but also proactive in identifying areas for improvement. The insights we gained from the audit have been invaluable in refining our processes and enhancing our financial strategy. I wholeheartedly recommend ASMA to any business seeking a reliable and knowledgeable partner for their auditing needs. If you have the chance to work with Sheed, consider yourself fortunate; his expertise and dedication will elevate your audit experience to new heights. Thank you, ASMA, for your outstanding service!”

“"We received exceptional service from Raks Consulting. The staff is exceptionally knowledgeable and always available to provide support." HIGHLY RECOMMENDATION!!”

“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!”

“Absolutely stoked we were referred to Neil by a friend - had no idea you could get such great advice and service for property finance and advice looking forward to the future. Worth the time and every cent in comparison to dealing with banks and brokers who take the cookie cutter approach. I'll be back”

“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!”

“I was very happy with the comprehensive review and plan for our insurance from Daniel. He takes the time to explain all aspects thoroughly and work out a plan to suit you. His communication and follow up was great too.”

“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'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.”

“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.”

“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.”

“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””

“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 ⭐️⭐️⭐️⭐️⭐️”

“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).”

“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.”

“I’ve been working with Vinay for some time now, and his expertise and professionalism are truly unmatched. He makes complex accounting processes simple and always takes the time to explain everything in detail. Vinay is thorough, responsive, and genuinely cares about his clients' success. Thanks to his advice, I’ve been able to manage my finances much more effectively. Highly recommend him to anyone looking for a reliable and knowledgeable accountant!”

“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.”

“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.”