Audit & Consulting in New Zealand

“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.”

“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.”

“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.”

“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.”

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

“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!”

“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!”

“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!”

“I've been using SBA Kapiti for close to six 6 years now since i decided to start my own business. SBA made it so easy for me to open the business, they helped with all the initial setup and since then have been doing my yearly accounts. The ladies are great to work with, if there's something i don't know or understand they explain it in plain English not Accountant speak. They are always quick to reply to email or if i ring them they'll answer straight away and look into my query. I would highly recommend SBA Kapiti do anyone thinking about opening up a business or changing Accountants.”

“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.”

“I've been involved with Tax Matters for the last five years and have found them great to deal with. Communications are prompt and service has been unfailingly pleasant and efficient. I have no hesitation in recommending them to others who, like me, are in a small business and need help with tax matters!”

“I have been working with Sabor, an accountant in Christchurch for tax services for my rental tax returns for two years now and I only have excellent things to say about his service. He is an excellent communicator, timely, thorough and accommodating. I feel very lucky to be working with Sabor and will continue to do so. Thank you, Sabor!”

“We know David well and have been dealing with him for the past 20 years. He is truly very dedicated, sincere & is a very knowledgeable person who has assisted us with getting a business loan. Recently David helped us with our property mortgage and we found his services to be brilliant. We can happily and confidently recommend him to anyone else needing a mortgage or loan. David takes care of his clients and is always willing to go the extra mile and to take care of all the details. David has the contacts so that the hard work is done for you !”

“We had an excellent experience working with Marcus as our mortgage broker. He took the time to explain everything clearly and made the entire process easy to understand. Highly professional and supportive throughout—highly recommended.”

“Worked with Erin to obtain lending on a property that had a difficult set of facts. Not only did she achieve finding us the right lending for us but achieved it quickly and efficiently without any hassle. So impressed with Erin and her efficient help and communication. Could not recommend her enough”

“If you are considering buying an investment property but not sure where to start talk to Thrive. Ryan was super responsive and happy to answer all our questions right throughout the process so we felt confident making our purchase.”

“I am deeply grateful to Saunders & Co Lawyers, in particular Cameron and Rebecca, for their exceptional support and dedication in securing the approval of my resident visa. Their professionalism, expertise, and attention to detail throughout the process were truly outstanding. They guided me with clarity and confidence at every step, turning what could have been a stressful journey into a smooth and successful experience. I cannot thank them enough for their hard work and commitment. I would highly recommend Saunders & Co to anyone seeking reliable and expert legal assistance.”

“Excellent mortgage advice and support by Squirrel Christchurch. Ari Bains took time to understand our situation and explained all the options clearly. Ari compared multiple lenders, helped us find a great rate and cash back, answered all our questions quickly, and stayed in touch throughout the whole process. We felt confident and well informed from start to finish. highly recommended!!! Thanks Ari”

“I have been investing via Jeremy Sullivan for a number of years now and have found him personable and helpful. He is good at explaining and putting in context what is happening in financial markets. I appreciate the annual face-to-face meetings with the opportunity to ask questions, and he responds promptly to emails. He always remembers personal details from previous conversations and I have no hesitation trusting him with my money.”

“Great service from Miranda and Vikki with the sale of our house. no fuss, kept us informed and provided efficient service. Thanks”

“Highly professional knowledge & advice which enabled us to make informed decisions. With our goals in mind, Kathy was instrumental in bringing these to fruition. Kathy guided us to better providers for our retirement funds & insurance requirements. I recommend Wright Financial Services 100% to get your financial future secured!”

“Sharma Lawyers Ltd I chose to engage Sharma Lawyer to manage Jane’s visa process after hearing strong recommendations about their experience with complex immigration matters, especially cases involving medical or special circumstances. At our first conversation, Mr Rahul Sharma went through the rejected visa application of Jane from 5.30 pm to 8.00 pm. I felt confident—he listened carefully, understood our situation clearly, and explained the pathway forward in a way that was reassuring and easy to follow. What truly persuaded me to work with Sharma Lawyer was their professionalism, empathy, and deep knowledge of New Zealand immigration requirements. They were honest about the challenges, yet confident about the steps needed. We are in the initial stage of our application. Their communication was timely and transparent, which gave me peace of mind during what could have been a very stressful process. Their support made the process so far smooth and manageable. I would like to say thanks to Tammy and the Team of Sharma Lawyers. Boaz Medara”