Financial advisor in Hamilton

“The team at My Mortgage made such a difference in my house buying journey. As a first home buyer, they made a daunting process so easy and were always on hand to answer any questions. I highly recommend this team!”

“⭐️⭐️⭐️⭐️⭐️ A Truly Exceptional Immigration Experience! We can’t thank New Zealand Shores Immigration Consultation Services enough for helping make our dream of moving from the United States to New Zealand a reality! After first starting this process with another immigration consultancy (who shall remain unnamed), we felt frustrated, overlooked, and like we were being strung along for endless consultation fees. Then we found NZ Shores, and everything changed. Our initial consultation was with Julia Cooke, who immediately earned our trust and gave us the clarity and confidence we needed to move forward. Julia helped guide us in the right direction and set the foundation for what would become a smooth and successful journey. From there, we were assigned to Clintivene Sechel, who was absolutely incredible — professional, knowledgeable, and genuinely invested in our success. Clintivene guided us through every step with honesty, clarity, and care. There was no hidden jargon, no confusion, and no surprises — just straightforward, expert advice and well-organized documentation that made an incredibly complex process feel manageable. We began our journey in February, and now, at the end of October, we’re sitting in the airport in New Zealand, ready to start our new life! I even start my new job on Tuesday! To anyone considering making the move to New Zealand: don’t waste your time elsewhere. NZ Shores is the real deal — professional, transparent, and truly supportive from start to finish. Thank you again to Julia, Clintivene, and the entire NZ Shores team — we couldn’t have done it without you!”

“Moneyworks NZ has always given us great service. We love Carey’s style and willingness to help and provide good advice whenever we need it.”

“Hi, My dealings with Jamie Toon have been exceptional! His dedication to keep in contact with us has been awesome. Thank you!”

“Exceptional Service from Sol Brown at LifeCovered" When I decided to review my life cover, I spoke with a few different people, but Sol Brown at LifeCovered truly stood out. He was brilliant at providing all the information I needed and expertly guided me to a better, more suitable plan. I highly recommend his service and LifeCovered.”

“SBA Hamilton have been very easy to deal with. Clear concise instructions when and how to pay tax. This lets me get on with my business without the extra worry on dealing with stuff I am not good at.”

“Super pleased with how my Generate KiwiSaver is performing! I switched through our adviser, Simran, who helped us pick the right fund. Since then, my KiwiSaver has been growing superbly. Love how easy the Generate app makes it to keep track too!”

“I've had an excellent experience having Uma Kumar as my Mortgage broker. The duty of care and service she provides was very professional and all completed in timely manner. With her valuable experience and knowledge she seamlessly guides us through the complex process of mortgages and refinancing. Thank you so much once again Uma Kumar for the positive experience with the loan application process and looking forward to work with you again in the future for any mortage advise.”

“Ross Barnett at Coombe Smith have been absolutely fantastic. Ross has an extremely good knowledge of all property investment tax rules. He has helped us to manage our portfolio and given us some very sound advice over the years. We would highly recommend using Coombe Smith if you have property investments.”

“Had a great phone call from Barry in regards to budgeting. He was knowledgeable, prompt, friendly and understanding. I have an appoint with him this week. Thank you Barry.”

“Carl was so easy to deal with. Talked us through each step of the policy and what was entailed. Really helped get everything sorted, our meetings just felt like friends catching up. Would use again but not sure I need to based on the insurance broking he does haha”

“You do a fantastic job and have helped us out so much over the years.  Thank you for all your support and advice. Julia and I wish you all the best for the festive season.”

“Olivia has been an incredible support in our home owner journey. She has always gone the extra mile with great enthusiasm and willingness. It’s been an absolute pleasure to deal with Olivia in every aspect.”

“To Futurisk and AIA I acknowledge the recent excellent service provided by Mark Henderson from Futurisk Waikato. Mark helped me make my claim from AIA and followed up on the application until I received the claim. Mark also provided me with excellent advice on how I can restructure my life cover. Mark is sincere in his dealings and I can say that he is the type of insurance agent who makes every effort to protect the interests of his clients. He promptly answers all my phone calIs and follows up on my enquiries. I strongly recommend Futurisk Waikato and in particular Mark Henderson as an insurance agent. Many thanks Mark and wish you every success in all your endeavors. God Bless You and Family. MURUGESH ARUNACHALAM”

“Excellent place if you are after investment advice. Thanks!”

“My experience with Billy was extremely good. He managed to arrange me a loan in very good conditions and continuously supported me throughout the process and also afterwords. I highly recommend Billy as a mortgage broker a d I am looking forward to working with him again in the future”

“Friendly, knowledgeable team. Always happy to help with all your accounting needs.”

“I can't recommend Accountable enough for their exceptional help with understanding financial numbers. They excel in diving deep into the P&L and balance sheet, breaking it down and ensuring every aspect is thoroughly understood. Their ability to simplify complex financial data is impressive, making it easy for us to make informed decisions for our business. With their guidance, we can confidently navigate our business towards success. Accountable not only supports me as the business owner but also provides valuable insights and assistance to our sales and operations team, helping us enhance our business operations. If you're seeking a partner who can truly help you succeed and propel your business forward, look no further than Accountable. They are an invaluable asset to any business.”

“Great firm and highly knowledgeable with what they do in all aspects.”

“This firm is as good as their name. They were patient, efficient and very informative. I went to initial meeting worried and confused and emerged very thankful and relieved that they were able to clarify what I needed to do and could prepare everything I needed.”

“excellent service and over and above help”

“Great accountants, super friendly and they make everything easy to understand.”

“Brilliant accountant. Highly recommended. I believe she literally saved my business! Had a terrible accountant who I trusted that ruined my accounts. I was in the red big time!. With Fiona's help I am now well back in the black and thriving!”