Audit & Consulting in New Zealand

“Working with Solomon and taking advice from him was awesome. Enjoyable and memorable. He is very honest, friendly, knowledgable and vast majority of experiences in what he is doing as adviser/mortgage broker. I would recommend him to anyone planning of getting financial advisory services to consider getting a valuable advice from him.”

“Thank you so much for your excellent service.I truly appreciate Ms./Mrs.Aileen, who helped me every step of the way throughout the insurance claim process and helped bring it to a successful resolution at the end.I'm very grateful- You definitely deserves a 5/5 stars! Thank you!”

“Taxmates has been a huge help with my company tax and business accounting. Jasmeet and his team are professional, efficient, and give practical advice”

“Linda, Tanya & all the team at "The Loan Market" ..........a big Thank-You for everything you have done for us. Guiding us through the process of reorganising our Mortgages & putting together a new financial mortgage structure for us has allowed us to take back control of our investments. Also putting us in touch with a truly experienced real estate agent (thanks Colleen) to handle one of our property investments made everything seamless. 5 Stars all the way Linda & "The Loan Market" team. Kind Regards Paul & Sara”

“Karen helped us secure our home loan, and have been a great advisor in interest rate re-fix and in securing an additional loan. Her service is prompt and efficient. We highly recommend her.”

“Paulette and her team were incredible to work with. They helped me from start to finish to buy my first home, and I came into it knowing absolutely nothing about how the process worked. They supported me through every step, explained everything clearly, and never made me feel like any question was a stupid one. Exceptionally organised and always one step ahead to ensure every deadline was met. I’m so grateful for their guidance — I couldn’t have done it without them. Highly recommend!”

“Himanshu & his team are just amazing. They are always one phone call or email away to sort out your problem/query. I highly recommend them for their services.”

“I've been buying and selling houses using John and his team at NZHL Franklin for over 20 years. They're amazing, they've assisted me in reducing my debt and borrowing again and again for upgrades and investment properties. I'd recommend them (and I do) to anyone looking for personalised service from a company who cares about the outcome of your property journey.”

“7 years passed with CTA, never been disappointed, amazing service and quick response. Because of CTA never had to worry about my Financials ever, also thank you Roshni for professional and best advise you always provide when needed which helped my company growth. Keep up the good work. 5 ⭐️⭐️⭐️⭐️⭐️.”

“My family had the pleasure of working with Anand on our home ownership journey. Anand is very knowledgeable and his communication skills are the best. Thank you Anand for helping us.”

“I've been working with Matt from Moneta as my insurance broker and investment advisor, and I couldn't recommend him more highly. He's incredibly knowledgeable, proactive, and takes the time to explain things clearly. Whether it's reviewing policies or mapping out long-term investment strategies, I really value his straight-up advice and the confidence he gives me around financial decisions. If you're after someone you can trust to look after your insurance and investments, Moneta is the team to talk to.”

“Great service, helped me move my UK pension to NZ. Straightforward and hassle free, much better and cheaper than using some of those other companies who will call you, chase and harass you to offer you help moving pension, and then charge you double what this local Chch company would.”

“Heather has been absolutely amazing with helping us sort our mortgage/loans. Highly knowledgeable and organised, contacting her was easy and she kept us well informed throughout the entire process so that we were confident in all decisions with structuring our finances. She made the process completely manageable in our busy schedules and was always quick to respond to all our questions. We are so happy that we’ve got her as our mortgage broker and 100% recommend her to everyone.”

“Absolutely amazing experience with Zak! Not only did he help us secure Life Insurance as well as Health insurance. He has followed up with ACC on a claim that we have been waiting months on to be approved, he speed up the process and kept us in the loop every step of the way. Communication was fantastic, would defenitly reccomend for anyone looking at getting insurance!”

“Both Viv and I (John ) have been very impressed and comfortable within all our dealing concerning ARK Finance. The staff and especially Steven Wescombe have been straightforward and professional. Steven has been able to explain our options fully and simply, often answering our diverse questions while assessing realistically our situation this has given us economic confidence for the future.”

“Highly Recommend Genesis Mortgages! I had an amazing experience working with Khushpreet from Genesis Mortgages for my home loan. He was extremely professional, patient, and supportive throughout the entire process. Khushpreet explained everything clearly, found the best deal for my situation, and made sure everything went smoothly and stress-free. His communication was always quick and friendly, and he truly went above and beyond to help me achieve our dream of owning a home. I’m so thankful for his dedication and guidance — we couldn’t have done it without him! I highly recommend Khushpreet Sidhu and Genesis Mortgages to anyone looking for a reliable and trustworthy mortgage broker. From Ankita & Mitul patel :)”

“As a first-home buyer, I had so many questions and uncertainties, but Daniel Kuo (Squirrel Mortgages) made everything stress-free. He explained every detail clearly, handled all the paperwork, and kept me informed throughout the process. His guidance gave us confidence from start to finish. Highly recommend!”

“Really helpful and friendly and efficient. Great advice and made me consider a different way of looking at our loan and keeping budget in mind.”

“Sean and the team give excellent service. They treat you as a valued client and not just a number. We've always found them to be very obliging and very reasonably priced.”

“James from The Hospitality Company has been an absolute game changer for our café. We hit the ground running and opened without systems, processes and any real direction in place. Working with James, this is now not the case. The information, learnings and advice so far from James really is priceless. If you are pondering whether or not a business coach is for you; don’t hesitate - contact The Hospitality Company now…it’s the best thing we have done! Jax & Bex”

“I highly recommend Brett and cannot thank him enough for the work he put in with my recent mortgage application. He is highly competent and achieves great results. Having used him on a few occasions now for a pension transfer and mortgage applications I wouldn’t hesitate to use him again for assistance in these fields.”

“Bree, has consistently provided exceptional guidance in navigating and understanding our insurance requirements as a construction company. She is rapid in her responding and talks to us in our language. We highly recommend her services.”

“Very professional and friendly to deal with, very helpful with all our questions. Can definitely recommend”

“Jan is very passionate, kind and informative. He goes above and beyond to advice and assist what would work and be best for your situation. You are not just a name/money but he takes the time to really get to know you and your family. Nothing is to much effort. He takes a lot of pride in his job! Thank you Jan and JV Financial Services for everything, we know we are in good hands with you.”

“First Home Buyer Here - I was recommended Stuart from someone he had helped in the past. Amazing wealth of knowledge around the whole system. As it was my first time I had limited to no knowledge of where to start, what information was required, lawyers, insurance etc. He helped with everything and put us in contact with the right people for the job. Long story short, we have bought our first home couldn’t be happier. I would happy recommend to anyone! Thanks Stuart.”

“I ended up working with Nicole for nearly a year - first with a solo application and eventually a joint application with my partner for our first home. Even considering myself to be relatively switched on, the first home buying process is pretty daunting but Nicole took away all the anxiety and confusion. She is responsive, incredibly knowledgeable and she is genuinely invested in her clients and helping them reach their goals. I honestly don't think we could have done it without her and we'll be putting all of our refixes / future mortgages through her.”

“Can’t speak highly enough of the team. Alex and Ronnie have both been looking after us and have worked diligently, and we are beyond delighted with the results. Ronnie has worked hard to find the best deal & has been such a pleasure to talk to, while Alex has ensured we understood our options and guided us to structuring in the most optimal way for our specific needs, a joy to be in such trusted hands. Best decision we made to get in contact - thanks team!!”

“Helen has been an absolute game-changer for my business finances. Her extensive CFO experience and true expertise with numbers are exactly what I needed. Unlike myself, Helen is a real 'number' person, and her hands-on help, advice, and training have been invaluable. She helped me iron out all the financial details, and her guidance is helping me setup my business on a much more stable path.”

“I had the pleasure of working with Shaan on our personal insurances. Shaan is very, knowledgeable and dedicated. Shaan was a huge help. I would highly recommend Shaan!”

“Michael was exceptionally helpful from our very first interaction through to the successful purchase of my beautiful property. His industry knowledge was spot on, and the communication was consistently clear and timely, never hesitating to answer all of my questions. I would highly recommend his services to anyone looking to secure a mortgage.”