Audit & Consulting in New Zealand

“Callum was very helpful in advice and ideas when setting up investment accounts for my mum's grandkids after her passing. His advice was practical, not pushy, and helped at a time of considerable stress. He is very responsive and professional.”

“Ailsa is fantastic! Helped me out of a pickle, and had the best communication, 10/10 recommend”

“What a privilege it has been to work alongside Gagan. He has been incredibly patient and informative, guiding me through my financial plan with clear, easy-to-understand explanations. He made the whole process simple, and we were able to complete and submit everything we needed within just three days. Divya has also been amazing! What started as a casual catch-up quickly turned into the beginning of making my homeownership dream a reality. The way she organised everything and set the wheels in motion has me genuinely excited for what comes next. Highly recommend!”

“We have used Chapman Upchurch for over forty years for our small business and personal tax affairs. They are very knowledgeable and approachable about all aspects of business and taxation. We have used them for forensic accounting and probate including the use of tax pooling arrangements. When there has been a change of ownership or staff, their service has remained constantly excellent. We cannot speak too highly of this company and its staff.”

“My partner and I recently bought our first home and we expected nightmares caused by trying to understand mortgages. Ross made the whole process a breeze. His experience and knowledge coupled with his honesty and personability are such comforts, particularly considering our significant lack of experience. We can't recommend Ross highly enough and we certainly hope to work with him again someday!”

“Dawn and her team has recently helped us move our mortgage to a different bank. She understood the assignment from the start and was an absolute pleasure to work with. They kept us updated on the progress and even followed up after the mortgage was setup. Highly recommend Dawn and her team!”

“We highly recommend mortgage broker Jo Vivian! From the very first conversation, it was clear that we were in expert hands. She went above and beyond at every step of the process, explaining our options clearly, responding to our questions quickly (even outside regular hours), and ultimately securing us a mortgage that suited our needs perfectly. What really stood out was Jo’s dedication and genuine care. She took the time to understand our situation, worked through challenges proactively, and kept us informed every step of the way. Thanks to Jo, what could have been a stressful experience was smooth and reassuring. If you’re looking for a mortgage broker who is knowledgeable, responsive, and truly committed to helping you succeed, look no further. Jo Vivian is a total standout, and we’re incredibly grateful for the support.”

“I am thrilled to share my exceptional experience working with Donna Marks, our mortgage adviser, as we navigate the journey of finding our first home. Donna has been an invaluable resource, providing invaluable guidance and support every step of the way. Her wealth of knowledge and expertise in the mortgage industry were evident as she skillfully guided us through the complexities of the homebuying process. One of Donna's standout qualities is her exceptional responsiveness. Whether we reached out to her via phone, text, or email, Donna was always prompt in her communication, ensuring that our queries were addressed promptly and thoroughly. Her willingness to go above and beyond to provide us with useful information and advice at all times was truly remarkable. Her professionalism, dedication, and unwavering support have made what could have been a daunting experience feel seamless and stress-free. We are incredibly grateful for Donna's guidance and support, and we look forward to continuing our journey with her by our side.”

“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.”

“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”

“The team at SBA Burnside are amazing, such a personalised service, friendly and caring. Big shout out to the owner Vas, full of knowledge and happy to share information. Thanks Vas!”

“I could not speak highly enough about the service I have received from Matt. He is someone with a high degree of integrity and has provided me with sound and considered financial advice which has been incredibly valuable.”

“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.”

“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 :)”

“Many thanks to Mitch and his team to getting us across the line with our mortgage. It wasn't a straightforward transaction and Mitch managed to navigate us through all of the issues and last- minute stresses with professionalism and efficiency. Thanks again- would highly recommend Mitch and the Nine Yards team if you are wanting any finanacial service”

“Logan, Shaun and the team have been incredible to work with. I didn’t think it was possible to own a house being a contractor but they made it happen. Answered all my questions very promptly and was with me every step of the way. Would highly recommend them.”

“Matt at Future Wealth is a pleasure to deal with. He is so informative, professional and down to earth. Matt helped us and took the hassle out of retrieving our super from Australia and transferring it to KiwiSaver. He has set up our family health insurance and an investment account for our daughter. He made contact with appropriate providers on our behalf and returned detailed and varied options that were tailored specifically to our needs. He goes out of his way to make this all seamless and hassle free, I highly recommend Future Wealth.”

“Skinners provides top quality, trustworthy, expert advice. They are enthusiastic about our business, and always give valuable insights into ways that we can perform better, with less effort. I recommend Skinners without hesitation - they are an important part of the success of our business.”

“I highly recommend Mayank Sood as a mortgage advisor. He was a big help in buying my first home. Mayank explained everything clearly and answered all my questions calmly and professionally. Even though buying a first home can be stressful, I felt very confident after our first meeting. He explained loan terms, interest rates, and other offers well, which helped me get a slightly lower interest rate than what was advertised online. I also recommended Mayank to my flatmate, who didn't plan to buy a home because of savings worries. After meeting with Mayank, my flatmate realised buying a home was possible without much personal savings. Within two months, our offer was accepted, we went unconditional in 15 working days, and settled into our homes. We bought properties next to each other and are now neighbours. If you're thinking about buying a home, I strongly suggest meeting with Mayank.”

“My partner and I recently had the pleasure of working with Nigel for our mortgage application, and we couldn't be more satisfied with the experience. From our first meeting, it was clear that Nigel is incredibly knowledgeable and genuinely cares about his clients. He took the time to understand our financial situation and future goals, guiding us through the entire mortgage process with patience and clarity. Nigel explained every step in detail, ensuring we felt comfortable and informed. His expertise made what could have been a stressful experience feel manageable and even enjoyable!”

“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!”

“Have known Brendan for a couple of years now and if you are looking for someone to help you with your insurances, kiwisaver etc then look no further cause my guy Brendan is the man for the job. He has loads of integrity and just made everything so simple and always came through with excactly what you were looking for! I could not rate Brendan highly enough and will always be the guy i got to for this sort of stuff! Thanks heaps for your help Brendan.”

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