Finance & Loans in New Zealand

“I have received outstanding personal insurance advice from Sam and the team, which is tailored to my family's needs. Great to deal with. Highly recommended!”

“Rod has been my adviser for many years. He gives good advice and helpful planning tools that bring piece of mind. I rate him highly as a financial adviser with integrity and he has his clients best outcomes at heart.”

“Awesome team at Morfin! Highly would recommend speaking with Mike if you are considering getting life insurance, very cost effective and willing to go the extra mile for you”

“I've been a client of A.I. Financial Services for many years, now. Richard and the team have gone above and beyond to assist me with my changing mortgage and financial needs over the years. I am beyond grateful for Richard's advice; it's been a game-changer. I highly recommend him.”

“Best team out there, cant recommend them enough. Been with them a few years now and got more support from the team than anywhere else and will be with going forward. Keep up the great work team”

“I have had multiple claims for myself and children processed via Haley of Advice Financial over the last few years. She has always answered my questions promptly and satisfactorily. Further, she has on multiple occasions gone back to my insurer to get them to either waive fees or cover expenses they initially refused to. I can thoroughly recommend Haley and Advice Financial to make your insurance claims process as hassle free as it should be.”

“After emailing ~10 financial advisers looking for some general planning & guidance Raiden's response stood out the most. Sadly, in many cases, the FAs who responded seemed disinterested and surprisingly dismissive - I can only imagine this contributes to so many of us putting off financial planning! Raiden came across as someone who agrees FA is for everyone, not just the wealthy. Even via email I found him engaging and easy to talk to. We had an initial session after I'd completed the self assessment he shared, it was so helpful to see where I'm on track, and where I had opportunities to improve/ think a little differently about my finances. I left our session with a few simple 'quick wins' to get started with, and some guiding principles around money management. I don't have the typical financial goals that many people do (e.g. saving for a house, or to have children etc), but that didn't matter - Raiden's approach is focused more around a clients personal values, and he helps to build a financial picture from there. I'll be recommending him to my network as someone to reach out to.”

“Ben from Fitted Financial was professional, gave me great service and advice. Thanks.”

“Put in a lot of effort into getting me a loan at a better rate and amount which was previously offered to me when I tried myself. They communicated really well and I would definitely recommend them to anyone”

“We worked closely with Miko, Clarice and Levi, who were consistently supportive. Miko took his time to walk us through the process and was available for any questions, whenever we felt unsure. Would highly recommend to any buyers, but especially first home buyers as this was a great stress free experience. Thanks for all your support Miko + Team!”

“Luke was such a gem with helping me sort out my KiwiSaver. He really took the time to explain it thoroughly and answered all my questions so that I understood completely and could make well informed decisions. He is super knowledgeable and very trustworthy. I highly recommend Luke and the team at Jordan Financial Planning.”

“Darren and his team at Kaur Financial are the best at what they do! Not only do they strive to get you the best insurance deals but still ensure you are well-insured for all the risks you carry! Can recommend them enough!”

“John provided us with advice when we were exploring options and scenarios for the sale of our home. He was friendly, patient, and responsive, and we wouldn’t hesitate to recommend him to others. Thanks John!”

“Thanks for great accounting and such patience with my messy life!! :-)”

“George and the team have provided excellent service and advice over the years.”

“Great taxing advice and professionals, helped me understand a lot of my own accounting responsabilities”

“Our whole family received very timely and professional advice from Christine. Top tier service - every time we needed advice, we would receive it in no time. We will be continuing to use the services from Maxicare for many years to come”

“I would like to extend my heartfelt appreciation for Sunil, the Mortgage and Insurance Advisor at Life Secure. Sunil's expertise and dedication have made a significant impact on my financial planning journey. Sunil's extensive knowledge in both mortgage and insurance sectors is truly commendable. He has a remarkable ability to simplify complex concepts, making it easier for clients to understand their options and make informed decisions. Throughout our interactions, Sunil has consistently demonstrated patience, attentiveness, and a genuine commitment to helping me achieve my financial goals. His proactive approach ensures that each step of the process is seamless and stress-free. Sunil's attention to detail and thoroughness in addressing my concerns have been invaluable. He takes the time to listen and tailor his advice to my specific needs, which has instilled great confidence in his recommendations. I have been particularly impressed by Sunil's responsiveness and reliability. He is always available to answer questions and provide support, regardless of the time or day. This level of dedication has been a key factor in fostering a strong sense of trust and assurance. Overall, Sunil exemplifies the qualities of an outstanding advisor—knowledgeable, supportive, and truly invested in the well-being of his clients. I feel fortunate to have such a talented professional as my friend and advisor. I highly recommend Sunil to anyone seeking mortgage and insurance advice, and I am grateful for his exceptional service. Thank you, Sunil, for your unwavering support and expertise. Your contributions have made a profound difference, and I look forward to continuing to work with you.”

“Great service by Kaajal As a first home buyer, she keep guiding me through every process Definitely recommend them”

“Good people. Professional service. Highly recommend!”

“The smartest (and nicest) guy in the room supported by the best EPA (Joan) in New Zealand! I would never go anywhere else for sound financial advice! Strongly recommended. RH”

“I have been a client of Credsol Financial Services for the past year, and my experience has been exceptionally positive. The team at Credsol demonstrates a high level of professionalism, providing insightful financial advice tailored to individual needs. Their customer service is commendable, with prompt responses and a willingness to address any concerns. I appreciate the transparency in their processes, making it easy to understand various financial options and strategies. Credsol’s commitment to financial literacy is evident through educational resources and personalized guidance. They go the extra mile to ensure clients are well-informed, fostering a sense of trust and confidence. Overall, my journey with Credsol Financial Services has been marked by reliability, transparency, and a genuine dedication to client success. I confidently recommend their services to anyone seeking a trustworthy financial partner.”

“My partner and I just bought a home I would highly recommend working with Andrea. She’s efficient, dedicated, and most importantly made the process very smooth and easy. Thanks again Andrea!”

“Sunil has been amazing to work with. My partner and I were almost ready to give up on the idea of owning our first home in Auckland. We were turned down by many brokers and were told it would be impossible given our spending and banks tight restrictions. Then Sunil came along and brought this sense positivity and calmness he said why don’t we just see where we are at. We submitted our documents and met up with him to discuss our goals and he was very accommodating and actually wanted to get to know us and how he could help with our goals. He explained all the processes in a way we could understand and took his time to do this. He always made sure we were going at the right pace for us. We remained uncertain about even getting a pre approval but Sunil remained positive and reassured us we had a chance and through all his hard work he was able to get us a pre approval on only a 10% deposit on an existing build. He made himself available at all times even during the weekend when we were wanting to put an offer on a house - he took our calls and was very supportive and helpful! We are now unconditional on a property and could not have done it without Sunil. We are so incredibly grateful and appreciative of everything he has done for us and all his hard work. His willingness to help and positivity made everything less stressful in a very stressful situation. He always managed to make us feel calm and reassured. We cannot thank you enough for making our dreams a reality especially when we felt like it was an impossible goal!”

“Really helpful services. Good communication and overall great service.”

“I just have to share my gratitude for Bradley at Discovery Financial Services. As first-time homebuyers, my partner and I were completely clueless about where to start. Being self-employed added another layer of uncertainty, but Bradley made everything incredibly easy for us. Throughout the entire journey, Bradley's patience and expertise shone through. He guided us step by step, answering all our questions and concerns with a smile. Even though finding our first home took longer than expected, Bradley stuck with us, offering valuable advice and support every step of the way. I can't recommend Bradley and Discovery Financial Services highly enough. If you're in the market for a mortgage and want top-notch service, look no further than Bradley and his team. Thank you for making our home buying experience a breeze!”

“Mark Green has been awesome to deal with, he has helped put things in plain English for me. I would highly recommend him and Milestone.”

“Amazing experience here - thanks Kevin for the awesome help!!”

“It has been a pleasure working with RMA. Wikus helped us to get life insurance to suit our needs and budget. His expert advice and knowledge helped us to get through to process. We recommend Wikus Erasmus and RMA to anybody who wants peace of mind.”