Financial consultant in Hamilton

“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.”

“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!”

“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.”

“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.”

“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’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.”

“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!”

“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.”

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

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“We were very fortunate to find an accountant who was able to sort out our accounts as they were not in the best state of affairs. This required a lot of correspondence and two interviews. Bret was at all times very approachable and very understanding. He gave us excellent advice and despite the additional heavy demand on his time his charges remained the same. We enjoyed the coffee at his practice and appreciated his thoroughness and depth of his explanations. We were delighted at the very high professional services we received and will be returning.”

“I work with Chelsea at PKF for all our business and personal accounting matters. She is great to work with - very personable and knowledgeable. Would highly recommend”

“Fraser is very knowledgeable and approachable, and provides a great service to our mutual clients.”

“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.”

“Our small business has used Bremner and Associates for our accounting for the past three years. We have found them to be consistently prompt and responsive, and highly professional. They have made our accounting systems smooth and simple, so that we are able to clearly view and consider aspects of our accounting at any time. This has had positive flow-on effects for the management of our business as a whole. Bremner and Associates have additionally provided us with financial/accounting consulting, which has allowed us to make informed business decisions in a sound and considered manner. As a small family business, we highly recommend Bremner and Associates. Jeremy and Brittany Millar. Honest Tree Work Ltd.”

“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”

“Just completed my 2nd refix with Summit. Can't recommend their services enough, simple, fast and very professional. Summit take away all the hassle and fuss when dealing with the banks and we got a better than advertised rate again thanks to Kyle.”