Financial advisor in Christchurch

“Sean and the team give excellent service. They treat you as a valued client and not just a number. We've always found them to be very obliging and very reasonably priced.”

“Matt at Future Wealth is a pleasure to deal with. He is so informative, professional and down to earth. Matt helped us and took the hassle out of retrieving our super from Australia and transferring it to KiwiSaver. He has set up our family health insurance and an investment account for our daughter. He made contact with appropriate providers on our behalf and returned detailed and varied options that were tailored specifically to our needs. He goes out of his way to make this all seamless and hassle free, I highly recommend Future Wealth.”

“I have been with SBA Papanui since 2005.They process my accounts and income tax in a very no hassle, efficient manner. I would highly recommend them.”

“I highly recommend Mayank Sood as a mortgage advisor. He was a big help in buying my first home. Mayank explained everything clearly and answered all my questions calmly and professionally. Even though buying a first home can be stressful, I felt very confident after our first meeting. He explained loan terms, interest rates, and other offers well, which helped me get a slightly lower interest rate than what was advertised online. I also recommended Mayank to my flatmate, who didn't plan to buy a home because of savings worries. After meeting with Mayank, my flatmate realised buying a home was possible without much personal savings. Within two months, our offer was accepted, we went unconditional in 15 working days, and settled into our homes. We bought properties next to each other and are now neighbours. If you're thinking about buying a home, I strongly suggest meeting with Mayank.”

“Have known Brendan for a couple of years now and if you are looking for someone to help you with your insurances, kiwisaver etc then look no further cause my guy Brendan is the man for the job. He has loads of integrity and just made everything so simple and always came through with excactly what you were looking for! I could not rate Brendan highly enough and will always be the guy i got to for this sort of stuff! Thanks heaps for your help Brendan.”

“My partner and I recently had the pleasure of working with Nigel for our mortgage application, and we couldn't be more satisfied with the experience. From our first meeting, it was clear that Nigel is incredibly knowledgeable and genuinely cares about his clients. He took the time to understand our financial situation and future goals, guiding us through the entire mortgage process with patience and clarity. Nigel explained every step in detail, ensuring we felt comfortable and informed. His expertise made what could have been a stressful experience feel manageable and even enjoyable!”

“I could not speak highly enough about the service I have received from Matt. He is someone with a high degree of integrity and has provided me with sound and considered financial advice which has been incredibly valuable.”

“Vaughn was fantastic to deal with. He organised everything and was only a quick phonecall or text away if we had questions!”

“As first home buyers we really had no idea what to expect but Willie was a great asset to have in our corner. We were understandably stressed but he helped guide us through as banks seem to wait until the last minute to action anything. Willie was excellent with following up with the banks and ensuring everything completed on time. In the end we got our desired outcome and we're very happy. Cheers Willie!”

“Excellent mortgage advice and support by Squirrel Christchurch. Ari Bains took time to understand our situation and explained all the options clearly. Ari compared multiple lenders, helped us find a great rate and cash back, answered all our questions quickly, and stayed in touch throughout the whole process. We felt confident and well informed from start to finish. highly recommended!!! Thanks Ari”

“I've been involved with Tax Matters for the last five years and have found them great to deal with. Communications are prompt and service has been unfailingly pleasant and efficient. I have no hesitation in recommending them to others who, like me, are in a small business and need help with tax matters!”

“We had an excellent experience working with Marcus as our mortgage broker. He took the time to explain everything clearly and made the entire process easy to understand. Highly professional and supportive throughout—highly recommended.”

“I have been working with Sabor, an accountant in Christchurch for tax services for my rental tax returns for two years now and I only have excellent things to say about his service. He is an excellent communicator, timely, thorough and accommodating. I feel very lucky to be working with Sabor and will continue to do so. Thank you, Sabor!”

“Highly recommend Sanjay as an accountant. He takes care of my tax needs for my property very promptly.”

“Worked with Erin to obtain lending on a property that had a difficult set of facts. Not only did she achieve finding us the right lending for us but achieved it quickly and efficiently without any hassle. So impressed with Erin and her efficient help and communication. Could not recommend her enough”

“I have been investing via Jeremy Sullivan for a number of years now and have found him personable and helpful. He is good at explaining and putting in context what is happening in financial markets. I appreciate the annual face-to-face meetings with the opportunity to ask questions, and he responds promptly to emails. He always remembers personal details from previous conversations and I have no hesitation trusting him with my money.”

“If you are considering buying an investment property but not sure where to start talk to Thrive. Ryan was super responsive and happy to answer all our questions right throughout the process so we felt confident making our purchase.”

“The Mortgage Girls were so great to deal with while helping my sister and I buy our first home together. Especially Louise! She was always always reliable and the communication was extremely efficient. We would absolutely recommend the Mortgage Girls to anyone!”

“I have my KiwiSaver with NZ Funds, and I’m really glad I made the move. Their team is professional, knowledgeable, and always provides excellent service. I’ve referred several clients to them, and they’ve all shared the same positive experience. Highly recommended!”

“A fantastic firm to deal with. Tania and the team are so easy to work with making a stressful event stressless! Thanks team”

“My company recently had the challenge of navigating a complex job check application that was unfortunately declined by Immigration New Zealand. From our first interaction, Muhammad was professional, knowledgeable, and genuinely committed to helping us. He dedicated a significant amount of time to thoroughly review our case, identify the issues with the initial decision, and prepare a detailed and compelling submission. His expertise and meticulous approach were evident throughout the process. Thanks to Muhammad's hard work and dedication, INZ revisited and corrected their decision, granting approval for our job check. This has allowed us to proceed with hiring a much-needed employee on an Accredited Employer Work Visa. Muhammad turned a very stressful and uncertain situation into a successful outcome. I cannot recommend him and the Pier Law team highly enough. Five-star service!”

“Absolutely excellent tax accountants in all respects. Professional and trustworthy - we've used Tax Link for years. Fast, responsive and warm to deal with. Recommended +++”

“Alys at Christchurch Public Trust handled our late Mums affairs for our family. Great communication, friendly and informative. This was a great service for us and we didnt have to worry about any of it. Highly recommended.”

“It is my pleasure to recommend Campbell Insurance Brokers. Ross has a high level of expertise and has helped our 2 companies have the correct covers. I am confident that because of this we are in a much safer situation should a claim situation arise. Kind Regards Jeremy Goodman”

“Totally recommend this team. Knowledgeable and experienced. Thanks for helping us out!”

“Tim has wide knowledge of life, disability and health covers - and offers good advice, a range of choices and great follow through”

“Found Norm and Linda great to deal with. Made moving our pensions from UK so straightforward, did not hassle up, just went at our pace and explained every great. Thanks”

“Terry Looyer has looked after myself and my wife's interests for the last thirty years, We have found Terry to be a very trustworthy reliable and sincere person. Its been an absolute please having Terry looking after our interests. Nice personal touches with Terry you are not just a number we both get a birthday card on the day in the later days an email with Birthday wishes. Terry is a hard to find true gentleman”