Financial advisor in Dunedin

98 results found

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  1. 2

    New Zealand Financial Planning

    ★★★★★ 5
    Open

    “For a person of three score years and ten, with some money, but no real interest in how best it might be managed, Neville Caird is your man. He has a caring, considerate approach, takes you through what you want/need from here on in and then goes over the best options. He's never pushy or in a rush and always checks that you understand - and its fun! Neville follows up with an account of what you've decided before actioning your choice. He goes the xtra mile in every way - a lovely trustworthy guy. I have no hesitation recommending him and NZFP.”

    Address: 1 Dowling Street, Dunedin, Dunedin 9016, New Zealand

    Phone: +64 3 477 7477

    Website: nzfp.co.nz

  1. 16

    Insurance Link Otago

    ★★★★★ 5
    Open

    “Brynn was really helpful in picking and setting up our insurance. It was my first time applying for insurance and had zero idea with regards to insurance. He was really thorough in explaining terms and how the insurance works. He was patient in answering my questions and he was with us in every step of the application process.”

    Address: 116 Stuart Street, Central Dunedin, Dunedin 9016, New Zealand

    Phone: +64 3 477 7758

    Website: insurancelinkotago.co.nz

  2. 17

    MortgageMe

    ★★★★★ 5
    Open

    “Becky Runga came recommended to me by a friend. With a busy life, it’s such a relief having someone who truly knows what they’re doing and Becky is absolutely that person. She just gets it done. I’m so grateful for her support and the ease she brought to the whole journey.”

    Address: 155 Princes Street, Central Dunedin, Dunedin 9016, New Zealand

    Phone: +64 3 471 5861

    Website: mortgageme.net.nz

  3. 18

    Mortgage Link Otago

    ★★★★★ 5
    Open

    “Bree was absolutely fantastic!! From start to finish, she was incredibly knowledgeable, responsive, and patient in walking my partner and I through every step of the process. She took the time to explain all of our options clearly and helped us secure a great rate. I would highly recommend Bree & Mortgage Link Otago to anyone looking to buy a home!”

    Address: 116 Stuart Street, Central Dunedin, Dunedin 9016, New Zealand

    Phone: +64 3 477 7758

    Website: mortgagelinkotago.co.nz

  1. 19

    Loan Market Dunedin

    ★★★★★ 5
    Open

    “Jacqui and Ben have been absolutely amazing to work with! They made the whole mortgage process so easy and stress-free. From the start, Jacqui took the time to explain everything clearly and made sure I understood all my options. They’re both super friendly, easy to talk to, and always quick to reply to any questions (no matter how small). Jacqui made what could’ve been a complicated process feel simple and straightforward. I’d highly recommend her (and the team, of course) to anyone looking to buy a home in Dunedin!”

    Address: 274 Stuart Street, Central Dunedin, Dunedin 9012, New Zealand

    Phone: +64 3 471 8825

    Website: adviser.loanmarket.co.nz

  2. 20

    MoaMoney

    ★★★★★ 5
    Open

    “Asher demonstrated exceptional dedication in securing our overseas mortgage approval. Navigating the process of purchasing a home in New Zealand while living abroad was significantly simplified thanks to his expertise. His strong work ethic, clear communication, and in-depth knowledge were invaluable throughout the process. I highly recommend Asher and would not hesitate to work with him again in the future.”

    Address: 252 Cumberland Street, Central Dunedin, Dunedin 9016, New Zealand

    Phone: +64 27 380 3734

    Website: moamoney.co.nz

  1. 23

    PocketSmith

    ★★★★☆ 4.3
    Open

    “I have been using Personal Finance products for years. I started using this product when Microsoft Money fell out of fashion. I left it because I felt it was imature, in reality I did not understand how powerful it is. I'm back now and pleased to be managing my money with this invaluable an powerful piece of software.”

    Address: 7 Bond Street, Central Dunedin, Dunedin 9016, New Zealand

    Website: pocketsmith.com

  1. 26

    Sally Bisset Insurance SHARE

    ★★★★★ 5
    Open

    “I highly recommend Sally for your insurance needs! She helped us get health insurance for our daughter and continues to support us whenever we need! Her service goes above and beyond, she is the best in town!!”

    Address: Central Dunedin, Dunedin 9016, New Zealand

    Phone: +64 210 276 0081

    Website: sharenz.com