Financial advisor in Hamilton

“Helen has been an absolute game-changer for my business finances. Her extensive CFO experience and true expertise with numbers are exactly what I needed. Unlike myself, Helen is a real 'number' person, and her hands-on help, advice, and training have been invaluable. She helped me iron out all the financial details, and her guidance is helping me setup my business on a much more stable path.”

“Michael was exceptionally helpful from our very first interaction through to the successful purchase of my beautiful property. His industry knowledge was spot on, and the communication was consistently clear and timely, never hesitating to answer all of my questions. I would highly recommend his services to anyone looking to secure a mortgage.”

“The service and assistance we received from Jared has been absolutely incredible. From start to finish, we were kept informed of the process, reassured when we had doubts about whether we would qualify for our first home and encouraged to keep positive and trying. We made it and have now just moved in to our first home and we truly feel that without Jared's help, it would have not been possible. Highly recommend Wright Financial Services to anyone considering going through a Mortgage Advisor. Thank you team from the bottom of our hearts”

“Highly professional knowledge & advice which enabled us to make informed decisions. With our goals in mind, Kathy was instrumental in bringing these to fruition. Kathy guided us to better providers for our retirement funds & insurance requirements. I recommend Wright Financial Services 100% to get your financial future secured!”

“Excellent service and advice on policies, highly recommended!!!”

“Great knowledge and advice around investments and insurance for both young and old. Would definitely recommend. Awesome relaxed but professional approach.”

“Needed jp attestation. Nigel was quick and also checked the forms.”

“Very professional company. Nikkie really goes the extra mile to help.”

“Always goes above and beyond. Glenn is the best at what he does.”

“The team at Cooney Insurance, and especially Faye were amazing to deal with. Faye made what seemed like a daunting process incredibly easy and her communication was excellent, keeping me updated through the whole process. Can highly recommend Cooney Insurance!”

“Friendly services.clear explanation. Highly recommends.”

“A gem of a man firstly - and an extremely good mortgage broker secondly. Mark has helped me twice now with two seperate mortgages, and on the second one managed to pull a rabbit from a hat and secure time sensitive lending after my existing financial institution left me short in a very precarious position. Well connected, knowledgeable and all around just a really really good bloke. I would recommend anybody to go through Mark first when looking to secure lending!”

“I highly recommend Carricks and team to everyone looking for an insurance broker. Sally, Paul and the team are considerate, caring brokers that treat all their clients like family. If I could give more stars I would.”

“Thanks team and especially Racquel for all your help and advise.”

“Heather has been absolutely amazing with helping us sort our mortgage/loans. Highly knowledgeable and organised, contacting her was easy and she kept us well informed throughout the entire process so that we were confident in all decisions with structuring our finances. She made the process completely manageable in our busy schedules and was always quick to respond to all our questions. We are so happy that we’ve got her as our mortgage broker and 100% recommend her to everyone.”

“Absolutely amazing experience with Zak! Not only did he help us secure Life Insurance as well as Health insurance. He has followed up with ACC on a claim that we have been waiting months on to be approved, he speed up the process and kept us in the loop every step of the way. Communication was fantastic, would defenitly reccomend for anyone looking at getting insurance!”

“I highly recommend Brett and cannot thank him enough for the work he put in with my recent mortgage application. He is highly competent and achieves great results. Having used him on a few occasions now for a pension transfer and mortgage applications I wouldn’t hesitate to use him again for assistance in these fields.”

“I ended up working with Nicole for nearly a year - first with a solo application and eventually a joint application with my partner for our first home. Even considering myself to be relatively switched on, the first home buying process is pretty daunting but Nicole took away all the anxiety and confusion. She is responsive, incredibly knowledgeable and she is genuinely invested in her clients and helping them reach their goals. I honestly don't think we could have done it without her and we'll be putting all of our refixes / future mortgages through her.”

“Can’t speak highly enough of the team. Alex and Ronnie have both been looking after us and have worked diligently, and we are beyond delighted with the results. Ronnie has worked hard to find the best deal & has been such a pleasure to talk to, while Alex has ensured we understood our options and guided us to structuring in the most optimal way for our specific needs, a joy to be in such trusted hands. Best decision we made to get in contact - thanks team!!”

“I had the pleasure of working with Shaan on our personal insurances. Shaan is very, knowledgeable and dedicated. Shaan was a huge help. I would highly recommend Shaan!”

“Donna made everything so easy and was available to discuss any concerns we had. A great experience and would definitely recommend to anyone looking to get a mortgage.”

“I have been with Maisey and Harris for just over 3 years now, coming on board with them as I started my business. What they offer is so much more than just accountancy, they have helped me achieve many goals and milestones along the way through their workshops, business planning, coaching and financial training, Always great to stop into the office as-well to catch up with the team. Highly recommend!”

“Julian always provides an understanding and helpful perspective when giving advice. It is clear it comes from a wide range of experiences. The insights he has shared have helped shifted my perspective and approach certain matters with an improved train of thought.”

“Accounted4 are a lifesaver for busy people and provide peace of mind. They have helped me immensely.”

“I’m very grateful for the service I received here : it was prompt without being pushy and most of all it was personalised in a way that really made sense of all the insurance jargon that confuses me. Highly recommend to everyone. Thankyou so much from my child and I.”