Financial consultant in New Zealand

“Oliver is the BEST Mortgage broker I have ever dealt with. I have done multiple subdivision projects and bought and sold using Oliver and he has had to work pretty darned hard sometimes with the complex financial funding for my company and personal situations and he has ALWAYS come through!!! If you need someone with the knowledge of the lending industry, tailored to suit your personal needs, Oliver will be the one to seal the deal. Highly recommended AAA+++!!!”

“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.”

“We had an excellent experience working with Marcus as our mortgage broker. He took the time to explain everything clearly and made the entire process easy to understand. Highly professional and supportive throughout—highly recommended.”

“I had an excellent experience with Advisory window.Their service was professional, honest, and very easy to work with. Communication was clear and timely, and they made the entire process smooth from start to finish. I really appreciate their reliability and attention to detail. Highly recommended,”

“I've been involved with Tax Matters for the last five years and have found them great to deal with. Communications are prompt and service has been unfailingly pleasant and efficient. I have no hesitation in recommending them to others who, like me, are in a small business and need help with tax matters!”

“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!”

“GoFigure have helped my business immensely, not only setting me up with Xero but also helping me understand my numbers. Information and comms from them are prompt, thorough and efficient and they work hard to meet our needs, providing stability for the businesses and data we can rely on. We now have better vision relating to our accounts moving forward and they've also helped with some financial coaching/mentoring which has contributed to better processes, practices and strategic orientation in our decision making. Thanks heaps Lisa, Gabby and the team!”

“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!”

“I've been using SBA Albany for many years for my annual tax returns. Murli, Dolly and the team are great, and take the hassle out of accounting. They respond quickly to any queries, send out reminders for when payments are due. Recommend them for small business - maybe larger ones as well :-)”

“Nick was supportive from the very beginning all the way up till the sale date. Super knowledgeable, honest and a really good bloke to talk to and work alongside. 100% recommended for all first home buyers. Thank you Nick!”

“Met Patsy and Michael at a networking event they arranged! Was lovely meeting them and loved the local aspect! They had a great bunch of people attend and we all got to share some interesting stories! Looking forward for the next one”

“I’ve happily been lucky enough to work with Alice and Mark for many years and couldn’t speak more highly about Raynes Gibson and Matthews. They are highly communicative, careful and conscientious professionals who have helped me not just with my simple small businesses operation, but with a hugely diverse range of businesses from international agreements to property company matters. Everyone at RGM has always been friendly, prompt, and highly competent and often the business advice I have received has been more valuable than any other business mentorship. Whether you are starting out or been in business for decades I highly recommend.”

“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 the team at Wealth HQ and just wish I had found Andy Turner and his team a lot sooner. Absolutely outstanding service I could not be happier and they genuinely care and want to achieve the best for us and work hard to set us up for a positive outcome and solutions. 100% genuine and 100% committed I look forward to a long working relationship with the Wealth HQ Team.”

“Murray and Danielle have been nothing but amazing for my partner and I's first home purchase, any question we had no matter how silly they were always happy to chat. The time, care and attention they put into our application was beyond our expectations, and now we can officially say we're home owners! Thanks again guys.”

“Excellent service. I've had several financial advisors and FoxPlan are the only ones to engage in planning with me. We've set proper goals and measurements. Rather than taking my money and tossing me a cookie cutter plan. Can't recommend FoxPlan enough.”

“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”

“Very easy process would definitely use them again.”

“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!”

“So grateful to have Nicola Petersen in our journey to first home ownership. She made the whole mortgage process a breeze! From our initial chat when we started planning to buy a home, up to the application and approval process, and even after settling in to our new home, she has always been there for us. I highly recommend Nicola to anyone looking for a reliable and supportive mortgage manager.”