Financial advisor in Dunedin

“Very helpful. Very informative. Felt that they really catered to our needs and were excellent at explaining things.”

“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.”

“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.”

“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!”

“Taylor was outstanding from start to finish. He genuinely cared about my situation and provided knowledgeable, practical solutions that led to a really positive outcome. I couldn’t recommend his services more highly.”

“I highly recommend Embark Accounting. I've just started my own company and didn't know anything about tax or accounting and the team at Embark have made the whole process very straightforward and easy. They are great to work with. Fantastic people.”

“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.”

“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.”

“JW Smeaton guided me through starting a business from scratch four years ago. Jason and the team are quick to respond to any queries and wouldn't hesitate to recommend their services.”

“I am extremely happy with the support Grant has extended to my business, always quick and efficient I can happily say Grant's service to his customers is absolutely first class!”

“I have been using Target recently to help with the purchase of a new business after having used them over the last few years for my SBA. Justin and his team have been amazing, and their help has allowed me to focus on growing the business and getting through the complex tasks associated with running one. Highly recommend their services.”

“It is always a pleasure to deal with Svetlana. She is a great professional, always prompt and helpful .Would recommend her without hesitation.”

“Findex is a great company to deal with, the staff are ever so helpful, happy, friendly and patient, no problem is too big or small, they work with you for as long as it takes and offer solutions if needed.”

“Very pleasant to work with and answer questions efficiently with accuracy. Pleased to have them working for us thanks Jen.”

“I highly recommend Brett at Straightedge Accounting! His expertise and personable nature made filing returns for me and my business effortless!”