Financial consultant in Christchurch

“I've been working with Matt from Moneta as my insurance broker and investment advisor, and I couldn't recommend him more highly. He's incredibly knowledgeable, proactive, and takes the time to explain things clearly. Whether it's reviewing policies or mapping out long-term investment strategies, I really value his straight-up advice and the confidence he gives me around financial decisions. If you're after someone you can trust to look after your insurance and investments, Moneta is the team to talk to.”

“Highly Recommend Genesis Mortgages! I had an amazing experience working with Khushpreet from Genesis Mortgages for my home loan. He was extremely professional, patient, and supportive throughout the entire process. Khushpreet explained everything clearly, found the best deal for my situation, and made sure everything went smoothly and stress-free. His communication was always quick and friendly, and he truly went above and beyond to help me achieve our dream of owning a home. I’m so thankful for his dedication and guidance — we couldn’t have done it without him! I highly recommend Khushpreet Sidhu and Genesis Mortgages to anyone looking for a reliable and trustworthy mortgage broker. From Ankita & Mitul patel :)”

“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.”

“Skinners provides top quality, trustworthy, expert advice. They are enthusiastic about our business, and always give valuable insights into ways that we can perform better, with less effort. I recommend Skinners without hesitation - they are an important part of the success of our business.”

“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.”

“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!”

“As a first-home buyer, I had so many questions and uncertainties, but Daniel Kuo (Squirrel Mortgages) made everything stress-free. He explained every detail clearly, handled all the paperwork, and kept me informed throughout the process. His guidance gave us confidence from start to finish. Highly recommend!”

“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.”

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

“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.”

“Really helpful and friendly and efficient. Great advice and made me consider a different way of looking at our loan and keeping budget in mind.”

“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!”

“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!”

“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.”

“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”

“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.”

“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 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.”

“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!”

“This was our first time needing to use legal services for the purchase of our company. The Canterbury Legal team took care of all our requirements making sure everything was in place correctly. They were great to deal with and fast to respond with advise and answers to all our questions. We highly recommend them.”

“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!”

“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!”

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

“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 +++”

“Lance gave me great advice and support when I was looking at buying into my business. Would definitely recommend, and will use them again!”