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.”

“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”

“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.”

“Vaughn was fantastic to deal with. He organised everything and was only a quick phonecall or text away if we had questions!”

“As first home buyers we really had no idea what to expect but Willie was a great asset to have in our corner. We were understandably stressed but he helped guide us through as banks seem to wait until the last minute to action anything. Willie was excellent with following up with the banks and ensuring everything completed on time. In the end we got our desired outcome and we're very happy. Cheers Willie!”

“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!”

“Beyond Accounts have been fantastic! They’re professional, efficient, and really understand my business needs. They’ve helped streamline my finances, from tracking expenses to handling taxes, allowing me to focus on what I do best. I highly recommend their services!”

“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.”

“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!”

“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.”

“Arthur has been extremely supportive and helpful with everything to do with our new home. Without his help and guidance we wouldn’t be home owners. I highly recommend his service.”

“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.”

“Bree was absolutely fantastic!! From start to finish, she was incredibly knowledgeable, responsive, and patient in walking my partner and I through every step of the process. She took the time to explain all of our options clearly and helped us secure a great rate. I would highly recommend Bree & Mortgage Link Otago to anyone looking to buy a home!”

“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!”

“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.”

“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!”

“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.”

“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.”

“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.”

“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.”

“We had an remarkable time working with Ben Graham. He was recommend by a friend and I would 100% recommend him to any of my other friends and family who are looking at buying a home. When we took the step in buying our first home he had no knowledge and now due to Ben's expertise we understand the whole process with confidence. He listened to our wants and needs and accommodated to them. Ben took the time to explain everything to us so we understood every step clearly which made our experience amazing. He was always there to answer any question and made the experience of buying our first home seamless. We couldn't recommend Ben more, we wouldn't of been able to do it without him.”

“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”

“Network financial Services have assisted both my wife and I for many years. They have provided a professional service and always do their best to find the most appropriate solutions for the client. I have no hesitation in recommending them and have done so on a number of occasions to clients of mine.”

“Nik Velkovski at Become Wealth has been providing us with financial advice for many years now, including purchase of our first and subsequent homes, investment advice and most recently purchase of an investment property. We cannot speak highly enough of Nik and his team. Nik is professional and knowledgeable, while also being relatable. We have found the latter to be particularly important, with Nik having an impressive ability to listen and understand our needs and financial goals. We were always skeptical about purchasing an investment property. The process with Become Wealth made it near effortless, given their connections with Oakridge Homes and Harcourts property managers. We signed the build contract, and the new build was complete and rented in little over six months - a feat we didnt think was possible. We wouldn't hesitate to recommend Nik and his team to others.”

“Craig and Jade have helped me with both my mortgage and insurance needs for my first house. They have both treated me like a friend, listening to my needs, my concerns and answering my many, many questions with patience and care. Their prompt responses and knowledge of products have made the whole experience seamless. They are so easy to work with and I appreciate all their support.”

“A big thank you to Udita and Ajay for sorting out our mortgage. They are very knowledgeable and organized with attention to detail. They made the whole process easy and offered great guidance throughout the entire process. Also got a good deal better than the banks. We couldn't have asked for a better experience. Highly recommend Penguin Financial Services.”

“We were incredibly lucky to find this company and Dave Thomas in particular. I have no words to express my gratitude to Dave for helping us find the product that satisfied us, even though it was very difficult and time consuming. His phenomenal patience, thoughtfulness, personal approach, and absolute knowledge and understanding of the market made our insurance possible. I recommend him as much as I can. 1000 of 100.”

“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!”