Audit & Consulting in New Zealand

“Excellent service. I've had several financial advisors and FoxPlan are the only ones to engage in planning with me. We've set proper goals and measurements. Rather than taking my money and tossing me a cookie cutter plan. Can't recommend FoxPlan enough.”

“Simon O'Neill at Velocity Financial was outstanding in helping my wife Sofia and me reinstate and adjust our life, critical illness, and income protection insurances after relocating back to New Zealand. He took the time to truly understand our needs and made the complex terminology and process easy to navigate. Simon guided us every step of the way, kept us informed, and helped us secure the right protection at a cost within our budget. We highly recommend Simon!”

“Had a great experience with Ingimar at Haven Financial Advisors. He helped me heaps, explained everything in plain English, and made the whole thing easy and stress-free. Really good guy to deal with and knows his stuff. Would definitely recommend.”

“Exceptional Financial Services I recently had the pleasure of working with Richard from Acquire Financial Services for my first home purchase, and the experience exceeded all my expectations. Richard truly went above and beyond to ensure a smooth and successful financial process. From the initial consultation to the closing of the deal, Richard demonstrated a level of professionalism, expertise, and dedication to assist me every step of the way. He took the time to thoroughly explain every step of the financial process, making sure I felt informed and confident throughout the entire journey. What impressed me the most was Richard's commitment to finding the best financial solutions tailored to my specific needs and circumstances. He went the extra mile to explore various options, offering valuable insights and guidance that ultimately helped me secure the most favourable terms for my mortgage. Communication was seamless, and Richard was always prompt in responding to my queries, ensuring that I felt supported and well-informed. The level of attention to detail truly made a significant impact on my home-buying experience. I highly recommend Acquire Financial Services to anyone seeking exceptional financial services. Richard's dedication, knowledge, and genuine care for their clients make Acquire Financial Services a standout choice for anyone navigating the complexities of a first home purchase. Thank you, Richard, for making this significant milestone in my life a positive and memorable one!”

“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”

“I've been using SBA Albany for many years for my annual tax returns. Murli, Dolly and the team are great, and take the hassle out of accounting. They respond quickly to any queries, send out reminders for when payments are due. Recommend them for small business - maybe larger ones as well :-)”

“Gina offered my wife and I a thorough consultation and gave previous advice about our plans of moving from US to New Zealand. We will certainly be her clients when we land there. Tax filing in both countries can be very complicated and we feel that having an expert helping us with this task can save us a lot of money and give us a piece of mind knowing we are in good hands!”

“Jarrod and the team have been great to work with over the years, easy to deal with and always helpful. They have looked after our small businesses and personal accounting needs since 2018 and we are more then happy to recommend them to anyone. Thanks!”

“GoFigure have helped my business immensely, not only setting me up with Xero but also helping me understand my numbers. Information and comms from them are prompt, thorough and efficient and they work hard to meet our needs, providing stability for the businesses and data we can rely on. We now have better vision relating to our accounts moving forward and they've also helped with some financial coaching/mentoring which has contributed to better processes, practices and strategic orientation in our decision making. Thanks heaps Lisa, Gabby and the team!”

“Michael, Seth & the team at Kendons are fabulous! Used for many years for our business accounts, their advice & support has always been invaluable & professional. We would have no hesitation in recommending Kendons for your accounting needs.”

“We have been using SBA Lower Hutt for 6 months now and the team have been very helpful with all questions. They provide quick responses. They also let us know about Xero subscription changes that would save our business money.”

“We work with these guys across both our business and personal accounts. Great personalised service from Hamish, Chris and the team. Good at breaking down complex financial jargon into something that's easy for us to understand. Thanks!”

“Elle has been an excellent financial advisor for myself and my partner. Meetings were easy to set up and when it was convenient for us. Elle has been completely transparent with her information provided to us and made sure we understood everything before moving forward. If we didnt understand anything she was always happy to explain things in a way we could understand. We felt no pressure with Elle which made it easy to move forward with her and the Naked Finance team!”

“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!”

“Really appreciated David explaining GST/ tax requirements. As a sole trader was a bit overwhelmed and worried Id made a mistake filing - great to have the help.”

“They provided outstanding support throughout a long and complex Inland Revenue process, while I am living overseas. Vinay and Matthew were patient, thorough, and highly persistent, keeping me informed at every step and following up consistently until the matter was resolved. Communication was clear, expectations were well managed, and the outcome exceeded what I expected at exactly the right time. A genuinely professional and reliable team that I would confidently recommend.”

“I found GECA Chartered Accountants because I'm a Grey Lynn local. I contacted them by email and received a response within a day. We spoke about what I needed them to help me with and I very quickly had an email outlining what I needed to provide them with and, voila, it was all sorted. The most painless tax experience I have ever had. I couldn't recommend them more.”

“Last year my partner and I decided to combine finances and tackle property together. Lara modelled some different options for us and helped us to work out a doable way forward for investing in a way that sets us up well for the future. Financial terms and concepts often feel frustratingly complex to grasp and Lara has done a brilliant job of helping us make sense of it all and provide a focus for our efforts. Really appreciate her support.”

“Kunal and Angie have processed my taxes for many years now. They have always been very approachable , thorough and provided informative guidance . I am very happy with their service and grateful to my friend for recommending them to me.”

“Started my small business with SBA Avondale back in 2020. Very friendly and professional. I don't have to worry about tax and returns filing. Always ready to help with whatever I need. Highly recommend. Thank you.”

“Many thanks Christophe, thanks to your hard work my wife and I will be in a much more comfortable position. Your suggestions helped us save money on our current covers by making very little changes. Wishing you a very Merry Christmas and New Year ahead. Andrew K”

“I had an excellent experience with global finance recently. Parveer Singh helped me obtain a better cash back deal with my current bank. Also took the stress out of contacting bank to refix loan.”

“Highly recommend to whoever who is looking for wise guidance about your KiwiSaver plan. I just moved to nz and was very confused with the whole concept of KiwiSaver but National Capital assigned me a great consultant "Tim" and he helped me with every step. Trust them, because they know what they are doing.”

“Tax Hero's team is knowledgeable, friendly, and efficient. They saved me time and money. Thanks.”

“I’ve happily been lucky enough to work with Alice and Mark for many years and couldn’t speak more highly about Raynes Gibson and Matthews. They are highly communicative, careful and conscientious professionals who have helped me not just with my simple small businesses operation, but with a hugely diverse range of businesses from international agreements to property company matters. Everyone at RGM has always been friendly, prompt, and highly competent and often the business advice I have received has been more valuable than any other business mentorship. Whether you are starting out or been in business for decades I highly recommend.”

“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.”

“Excellent results with simplicity. We have earnt very good interest in our investment accounts. When withdrawing funds it was quick and easy. Love how it supports local kiwi organizations and that it is morally bound with its overseas investment choices. 100% recommend”

“Murray and Danielle have been nothing but amazing for my partner and I's first home purchase, any question we had no matter how silly they were always happy to chat. The time, care and attention they put into our application was beyond our expectations, and now we can officially say we're home owners! Thanks again guys.”

“David and Anna were incredibly helpful, responsive, and hard working in helping us secure a mortgage on our first home. I highly recommend them.”

“I highly recommend the team at Wealth HQ and just wish I had found Andy Turner and his team a lot sooner. Absolutely outstanding service I could not be happier and they genuinely care and want to achieve the best for us and work hard to set us up for a positive outcome and solutions. 100% genuine and 100% committed I look forward to a long working relationship with the Wealth HQ Team.”