Audit & Consulting in New Zealand

“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”

“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.”

“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.”

“Hi, My dealings with Jamie Toon have been exceptional! His dedication to keep in contact with us has been awesome. Thank you!”

“We had the absolute pleasure of dealing with Danny who managed to get us the best deal refinancing our Mortgage. He was fast, efficient, professional and most importantly provided us excellent communication with daily updates. From the day we first met him, he had a deal within a week and fully refinanced within two, which is incredible as we'd waited months for another broker to come back with a no. So if you're serious about getting the best deal possible, whether you're a brand new lender or looking to refinance - choose Danny at The Peoples Company! Thanks again, Cheers :)”

“Absolutely fantastic service! My accountant has been a game changer for me! They are super knowledgeable, approachable, and always goes the extra mile. They make everything so easy to understand and take the stress out of managing my finances. Highly recommend to anyone looking for reliable and top notch advice!”

“Things are pretty good a Insure Otago , If I've got any questions or need help Kirk Hawkins is always there to help an reponds very quickly. I'm pretty happy with everythink , things are easy to deal with”

“Highly Recommend Steve Davies, we never thought we would be able to buy a home it was always a pipe dream, but with Steve knowledge and expertise he made our dream a reality. Steve communication was amazing quick response to emails. I have recommended Steve to other family and friends. Thank you, Steve.”

“I have been with Allsure for the last ten years and I can honestly recommend them. Every year we get Christmas & Birthday Cards and they always touch base with changes, suggestions and just good old fashion service. They’re lovely to deal with. Thank you Allsure for ten years of coverage. As the saying goes: “Rather have it and not need it, than need it and not have it””

“I was very pleased and impressed with the service I received from SBA 1 Silverdale Street, Silverdale, Auckland 0932 I was also impressed with the receptionist who answered the phone and was able to answer my questions.”

“Yvonne, Lorraine and Jeff were amazing throughout the whole process for us. From getting pre approval last year to deciding we weren’t ready yet to then coming back a year later and successfully settling on our first home! As first home buyers I really had no idea what to expect or what we were doing and Yvonne really helped keep me calm throughout the whole process. I would recommend to anyone! Thank you again!”

“I highly recommend Kiwi Chartered Accountant Limited (Ramesh). He consistently delivers excellent service, ensuring my taxes are handled efficiently and accurately. His expertise and reliability have been invaluable, and I appreciate his dedication to providing top-notch support.”

“My Wife and I were very impressed with the financial plan Chane assisted us with, her knowledge and expertise along with her investment advice was perfect for us and our situation. I have since referred a number of grateful friends and clients to her who have had the same excellent experience. Very professional - I can highly recommend Chane as a Financial Adviser.”

“Sarah was an amazing help through our entire homebuying process. As a couple of pretty naive first home buyers, she made everything as easy as it could have been and helped my partner and I understand every step. Our journey wasn't without a few snags and Sarah was always optimistic and put our best interests first. I look forward to continuing our relationship with her and would recommend her to anyone whether it's your first mortgage or 50th.”

“I'm very confident in the team at Tax & Trust. I've been working with them for well over 10 years, and even though I only use them for tax preparation, I am extremely happy with their responsiveness and year-round service. Big ups to Danny who copes with my tax complexities (and me) in a calm and competent way. This is the team you want.”

“I had a really positive experience speaking with Stephen today about my KiwiSaver. He took the time to clearly explain my options and helped me understand my next steps with confidence. His guidance was supportive, easy to follow, and tailored to my situation. I left the conversation feeling much more informed and reassured. Highly recommend Stephen for anyone needing help with KiwiSaver!”

“Great service and outstanding customer service. I have done a couple of loans via AIFP, Pankaj has been extremely helpful and got my loans approved within the deadline. Highly recommended!!”

“Emily, my accountant at SBA Newmarket, is lovely and amazing. She does a perfect job with all my accounts and always provides information and documents immediately when requested and always answers my enquiries. Five stars forever :)”

“We are very happy with your accounting service; everything is managed very quickly. If we are ever confused and do not understand anything, it is carefully explained to us. SBA is very well recommended.”

“Excellent service. Great to deal with...”

“I am now in my second year of using Property tax returns for my modest investment. This year they went above and beyond sorting out a sticky old tax situation for me. Even though I'm a small guy they went above and beyond and made me feel a very valued customer. Strongly recommend.”

“We have recently started working with Luke @ Threefold after our previous Financial Advisor left the business and he has been fantastic to work with. Luke has been very helpful working with our bank to help us navigate our latest renovation goals and we very much appreciate his attention to detail and prompt action on this project!”

“I have my KiwiSaver with NZ Funds, and I’m really glad I made the move. Their team is professional, knowledgeable, and always provides excellent service. I’ve referred several clients to them, and they’ve all shared the same positive experience. Highly recommended!”

“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.”

“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.”

“Upshotz are providing brilliant service. Their team are helpful. Personable, reliable and all round are a great aid in making life less stressful. Appreciate your work thankyou Upshotz!!”

“I have known and worked with Brad for 2 years now. They have sorted my rental out with easy would recommend to a friend”

“Super pleased with how my Generate KiwiSaver is performing! I switched through our adviser, Simran, who helped us pick the right fund. Since then, my KiwiSaver has been growing superbly. Love how easy the Generate app makes it to keep track too!”

“The team at Deans and Associates make themselves very Accessible. The assessments and forecasts provided are sound and very acceptable to the banks. In this regard and I have not had any finance requests refused. I have enjoyed Proffessional guidance, help with planning and to-date, a positive relation continues. The work is timely, of top quality and i believe good value. Deans and Associates team are the real deal......they are ready to help.”

“The GAP provides accountants with knowledge and products to deliver relevant and effective business development solutions. It empowers business advisors to work closely and effectively with clients to unlock business potential. The GAP gives the tools to drive business success and giving NZ business that opportunity should be an accountants number one goal. Mark and Viv’s insights are sought from personal experiences and their drive to help business owners succeed is genuine, they really do walk the talk!”