Financial consultant in New Zealand

“We have used Alan Greig over the last 8 years to source and finance our lease cars. He is fantastic! He goes above and beyond and nothing is too hard. He makes the process so easy and enjoyable. I would highly recommend him and the Driveline team if you are wanting to lease or finance a vehicle.”

“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.”

“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 :)”

“David and his team have helped me with my insurance since the beginning of my contracting career 8 years ago. Over this period he has always been approachable with any questions I may have had. He has also helped myself and my wife when we brought our first home. Ensuring we were covered for any unexpected turns. We would highly recommend David and his team to any of our friends and family!”

“Nik Velkovski at Become Wealth has been providing us with financial advice for many years now, including purchase of our first and subsequent homes, investment advice and most recently purchase of an investment property. We cannot speak highly enough of Nik and his team. Nik is professional and knowledgeable, while also being relatable. We have found the latter to be particularly important, with Nik having an impressive ability to listen and understand our needs and financial goals. We were always skeptical about purchasing an investment property. The process with Become Wealth made it near effortless, given their connections with Oakridge Homes and Harcourts property managers. We signed the build contract, and the new build was complete and rented in little over six months - a feat we didnt think was possible. We wouldn't hesitate to recommend Nik and his team to others.”

“Previously I had been to other firms regarding my income tax but my experience with this team was great. My tax lodgement went smoothly. As my agent they also advice me on many tax matters and cleared my doubts. I would recommend this team to anyone who is looking for accountant or any other accounting issues. Great team great work. Thanks guy's.”

“Mike has been amazing. He is extremely responsive and experienced. We had to do a claim recently and he sorted it all for us and got the claim approved quickly and efficiently. I highly recommend his services.”

“We recently sold our first home in Wellington and relocated to the Hawkes Bay where we purchased another home. Brodie helped us to secure a mortgage for our new home, and was absolutely excellent to work with. Buying and selling at the same time certainly has its stresses, but Brodie communicated clearly and promptly throughout, making the experience much smoother and more enjoyable for us. Both my husband and I are self-employed, which can sometimes make the lending process tricky, however Brodie helped us to navigate this all seamlessly. We're looking forward to having his financial guidance as we continue to review our mortgage over the coming years. We're so glad we engaged Brodie's services, and highly recommend him to anyone looking for a competent and trustworthy mortgage broker.”

“We had the pleasure of working with Foley and Douglas (formerly iClaw), and were assisted by the wonderful Annabel Jordan. As first home buyers, the process can feel overwhelming, but Annabel guided us every step of the way until handover date last April 2025. She was always clear, transparent, and even went the extra mile to recommend things we hadn’t thought of. She made sure we felt confident throught the journey. We are truly grateful to Annabel and the team for making this milestone such a positive experience. We’ve already recommended them to our friends at work who are also starting their first home buying journey. Highly recommended! Maria and John”

“We have been working with Jerome from Rise Advisory for almost a year now, and his guidance has been a vital part of helping us navigate current market changes & improve the business side of our building company. Jerome has truly been a game-changer for us. Jerome is honest and he genuinely sees the value in people, he truly cares about both you and your business and is 100% invested in your success and growth. We couldn’t be more grateful for his support. Thank you”

“Really appreciated David explaining GST/ tax requirements. As a sole trader was a bit overwhelmed and worried Id made a mistake filing - great to have the help.”

“Ashley & Kerri provide great customer service. We are very happy and highly recommend them!”

“Outstanding! Kyle’s knowledge and expertise go far beyond what you’d expect from a mortgage advisor. He understands the banks’ products and policies better than the banks themselves, and he uses that knowledge to deliver real results. Thanks to his strategic advice and smart structuring, he’s managed to shave years off our mortgage term, saving us significant money in the long run. Kyle doesn’t just provide a service – he provides peace of mind, knowing you’ve got someone in your corner who truly knows how to get the best outcome.”

“Mahesh has been referred to us by a friend. He is a lovely man, friendly and approachable. We felt comfortable with him from our first meeting. He has this welcoming personality that made us feel we were in good hands. Mahesh was able to guide us through the whole process of our loan refinancing application despite the very short notice and we were so happy with the result. He worked extra mile just so we can make it to the settlement date. He patiently answered all our questions and he has been so professional in all his dealings with us. We were so satisfied with the services he provided us. Will highly recommend you to friends Mahesh. Thank you so much. Will surely use your service again in the future.”

“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.”

“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.”

“Jo at Admin and Accounting Solutions Ltd has been a sanity saver for us. As a not-for-profit Charitable Trust, we must provide very accurate and high-level financial accountability. This can be very expensive; however, Admin and Accounting Solutions has provided an amazing service at a very reasonable cost. We have been so fortunate to find Jo and her team. Jo has made our financial processes straight forward, user-friendly and stress free. Jo is always available to support and answer our questions and give helpful advice. Jo is highly capable and professional and very warm and friendly too. I can’t recommend Joanne and her team highly enough. Simply put, in my view they are the total package and the best in town.”

“Kurt was amazing! We are first home buyers and did not have a clue about anything. Kurt helped us with everything throughout our journey. Would answer any question we had and even spoke to us when he was overseas on a trip! That’s dedication. We will be recommending Kurt to everyone in the future.”

“Gina offered my wife and I a thorough consultation and gave previous advice about our plans of moving from US to New Zealand. We will certainly be her clients when we land there. Tax filing in both countries can be very complicated and we feel that having an expert helping us with this task can save us a lot of money and give us a piece of mind knowing we are in good hands!”

“I've had a great experience with Ken and the team at MTF Wairau Valley for my asset finance needs. I definitely recommend them!”

“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.”

“5 years ago we took our first step towards being Business Owners. It was a very big step for us and we needed someone who could guide us and support us in terms of our finances. We came across Business Like through our google search and decided to go with them. A decision we have not regretted. We have worked alongside Rachel Green, who has extensive knowledge around childcare businesses. She supported us well and provided us with the guidance that we initially needed to ensure we had a smooth start. Rachel is professional, knowledgeable in what she does, very friendly, and prompt in her responses. Always available over the phone or email if we need quick advice, or if we feel there is a need to have a face to face chat, then that is also always an option. All staff at Business Like are very friendly and always helpful. Also very cost effective. Happy and satisfied customers who will definitely recommend you to give Business Like a chance to look after you. Thank you Rachel Green and Business Like. Preenika and Ritesh”