Audit & Consulting in New Zealand

“Kyle and the team at Summit Mortgages were a great help dealing with the bank and obtaining loan approval. As a single first home buyer, I figured there would be challenges and my application ran into a few snags along the way, but Kyle was able to expertly navigate my application with skill, care and class. I could not be happier with the result. I highly recommend Summit Mortgages for all your financing and mortgage related needs.”

“We were recommended to Suzy by a family member, and I’m so glad we reached out. She was incredibly friendly, always quick to reply, and made the entire mortgage process easy to understand. What could have been a stressful experience was smooth and straightforward thanks to her clear communication and support. Highly recommend her to anyone looking for a great mortgage broker!”

“During a tough economic time and under some very challenging circumstances for myself, Al went above and beyond to help in obtaining lending for me to be able settle on my first investment property. He looked at every possible option and was very patient with explaining everything to me and ensuring I understood what was going on and what my options were every step of the way. It was a long journey but with Al’s help I got there in the end. I can’t thank him enough and would highly recommend him to anyone looking for a top notch, professional mortgage broker with a personal touch.”

“Author Digital has been working with Bring on Monday for two years. There are far more than my accountants; more like trusted advisors, business strategists, and partners who have helped our business succeed. Nothing is ever too much of an ask; they continuously go above and beyond for me and bring real expertise in managing money and in our strategic approach. Their value to my business is significant. Thanks for the ongoing partnership. Bring On Monday.”

“We only have positive things to say about Nick and his team at Loan Market! Nothing is ever a problem. Our queries are always dealt with promptly, professionally and with a level of expertise that leaves us feeling safe with the financial decisions we are being supported to make. I cannot recommend Nick and his team enough - thanks guys!”

“Craig and Fiona have been wonderful to work with. Craig helped us take informed decisions based on market behaviour, so that we were securing the best deal for the right amount of time. Insurance and mortgage sorted. Thanks Craig and Fiona for all the support.”

“Glenn at Tandem insurance has been outstanding to deal with. having just had our first claim Glenn took care of the claim from start to finish with regular updates on where the claim was at. Glenn goes out of his way to ensure the best possible result for his customers. Andrew Bean Kobe export NZ ltd”

“Had such a fantastic experience dealing with Stuart and the team at Finsol. He was a great help with advusing us on our home lending and the added bonus of also providing insurance advise was muchly appreciated. I dont think i could have gotten through the process of buying our home without Stuart and Finsol. We will continue to use them and I cannot recommended them enough!”

“We had an excellent experience working with Danny Wilson when re-fixing our mortgage and couldn’t recommend him highly enough. Danny talked us through the entire process in a clear and upfront way, taking the time to explain all the different options available to us. He discussed the pros and cons of short and long term interest rates, offsetting accounts, and helped us look strategically at what would put us in the best position to pay our mortgage off as quickly as possible. What we really appreciated was how thorough and honest Danny was. He was more than willing to take our situation to other banks if that meant a better outcome for us. In the end, he managed to secure us a great result while staying with our existing bank (which is what we ideally wanted), including the maximum cash-back/loyalty payment available at the time. Danny was always available to answer questions (both during the process and afterwards), and nothing ever felt rushed or unclear. Having that level of support and expertise made the whole experience very stress-free. We’re so glad to have Danny as our mortgage adviser moving forward and would highly recommend him to anyone looking for clear advice, strong advocacy, and outstanding service.”

“Our business has been with SBA Taradale for over 5 years and we have found them friendly, more than helpful and super efficient. I highly recommend them, they a pleasure to deal with.”

“Five stars for Judy! I recently worked with Judy to find the right health insurance plan, and I couldn't be happier with the experience. She took the time to understand my wife’s specific needs and situation, and then customized a plan that offered the perfect balance of coverage and affordability. Judy's knowledge of the health insurance market is impressive. She was able to explain complex concepts in a clear and concise way, making the whole process much less stressful. What truly impressed me was her focus on customization. Judy didn't try to push a generic plan; instead, she listened carefully and crafted a policy that fit our unique needs. If you're looking for a trustworthy and knowledgeable advisor who will take the time to find the best health insurance plan for you, look no further than Judy. I highly recommend her services!”

“I never thought I'd be able to buy a house. But Debbie guided me through the processes and in September, I moved into my first home. She was always approachable, full of good advice and was a lifesaver as I went through the very scary business of making this huge investment. I thoroughly recommend Debbie, and am telling anyone who's looking to buy to see her. Thanks so much!”

“Kurt was amazing! We are first home buyers and did not have a clue about anything. Kurt helped us with everything throughout our journey. Would answer any question we had and even spoke to us when he was overseas on a trip! That’s dedication. We will be recommending Kurt to everyone in the future.”

“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.”

“We love working with Clare & Associates and have been for several years. The team are helpful, promt and excellent to deal with. We would highly reccommend the team to anyone.”

“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.”

“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.”

“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!”

“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.”

“Met Patsy and Michael at a networking event they arranged! Was lovely meeting them and loved the local aspect! They had a great bunch of people attend and we all got to share some interesting stories! Looking forward for the next one”

“Nick was supportive from the very beginning all the way up till the sale date. Super knowledgeable, honest and a really good bloke to talk to and work alongside. 100% recommended for all first home buyers. Thank you Nick!”

“Sam Kodi is an exceptional financial advisor and a true expert in the industry. His depth of knowledge, combined with a practical approach, sets him apart from others in the field. Sam doesn’t just offer generic advice, he takes the time to truly understand each individual’s financial situation, goals, and concerns. What stands out the most is his genuine commitment to adding real value to people’s financial lives. He listens attentively, communicates clearly, and delivers tailored solutions. Sam builds trust effortlessly and helps his clients feel confident and secure. In every interaction, he demonstrates professionalism, integrity. Sam Kodi is exactly the kind of advisor you want on your side: knowledgeable, trustworthy, and truly invested in your success.”

“Highly recommend. Ants helped us get a grip of our finances and a clear picture of what we needed to do to get our first home. Extremely, knowledgeable and everything simple for us to understand. Thank you!”