Financial consultant in New Zealand

“Julian always provides an understanding and helpful perspective when giving advice. It is clear it comes from a wide range of experiences. The insights he has shared have helped shifted my perspective and approach certain matters with an improved train of thought.”

“Donna made everything so easy and was available to discuss any concerns we had. A great experience and would definitely recommend to anyone looking to get a mortgage.”

“Brynn was really helpful in picking and setting up our insurance. It was my first time applying for insurance and had zero idea with regards to insurance. He was really thorough in explaining terms and how the insurance works. He was patient in answering my questions and he was with us in every step of the application process.”

“We have been using Paul as our mortgage broker since 2020. Paul is consistently prompt and regular in his communications with us, always keeping us updated. He is friendly, thorough and achieves a great result. I highly recommend Paul and have full trust and confidence in his services.”

“I recently had the pleasure of receiving coaching from Catherine at The Engine, and I am thrilled to share my experience. As a Coffee News franchisee, I found Catherine's expertise to be incredibly valuable. Her deep understanding of business operations, combined with her practical approach, makes her an exceptional coach for both newcomers and seasoned business owners alike. For those who are new to the business world, Catherine's coaching is nothing short of essential. She breaks down complex concepts into manageable steps, providing clear and actionable guidance that demystifies the process of running a successful business. Her approachable manner and patient teaching style make it easy to grasp new ideas and implement them effectively. Even for those with more experience, Catherine offers a wealth of insights that serve as a great refresher. She helps to refine and improve existing practices, ensuring that you stay ahead in an ever-evolving business landscape. Her ability to pinpoint areas for improvement and provide targeted advice is truly impressive. Moreover, Catherine's coaching sessions are not just about imparting knowledge; they are also highly motivational. She instills a sense of confidence and enthusiasm, empowering you to tackle challenges head-on and achieve your business goals. Her support goes beyond mere instruction – she genuinely cares about your success and is dedicated to helping you thrive. In summary, if you're looking for top-notch business coaching, Catherine at The Engine is the perfect choice. Her skill, knowledge, and dedication make her an invaluable asset for anyone looking to excel in their business endeavors. Whether you're just starting out or looking to enhance your existing skills, Catherine's coaching will provide you with the tools and confidence you need to succeed.”

“We have set up life insurance, trauma cover, medical insurance, etc. Dealing with James was like dealing with a family friend. Very understanding and actually listening to our needs. Overall excellence experience!”

“Asher demonstrated exceptional dedication in securing our overseas mortgage approval. Navigating the process of purchasing a home in New Zealand while living abroad was significantly simplified thanks to his expertise. His strong work ethic, clear communication, and in-depth knowledge were invaluable throughout the process. I highly recommend Asher and would not hesitate to work with him again in the future.”

“I came to New Zealand six months ago without any knowledge of the financial situation or options in New Zealand. Juliya suggested what I should do, and together we created a pathway for me to save money and buy my own property. Now, I am smoothly moving along my personal pathway, confident that if I follow the plan, I will achieve financial stability and security. Julia is very approachable and flexible. She is a knowledgeable financial planner who can assist with every aspect of home loans, insurance, KiwiSaver, and building financial freedom.”

“I recently started using David and his team for our family accounts and found his service to be exceptional. Our structure is complex, however David and his team worked diligently to understand it and prepare our accounts very efficiently. David's invoices are fair and reasonable and represent excellent value for money. I look forward to continuing to work with David in future and highly recommend his services.”

“I have used Alliott NZ for nearly 20 years now which clearly speaks volumes about their customer service. They are very professional, timely, attentive and most of all, personable and human. I feel like a valued customer, not just another account and would recommend them to you if you have personal or business accounts requiring attention to detail and the personal touch seldom found in larger practices. Thank you Greg & Vanessa and the team of people behind you for the exceptional service and value over the years.”

“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”

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

“I’m very grateful for the service I received here : it was prompt without being pushy and most of all it was personalised in a way that really made sense of all the insurance jargon that confuses me. Highly recommend to everyone. Thankyou so much from my child and I.”

“Dominic helped me choose the best insurance policy for myself considering my financial status and he was so supportive throuhout the whole process ... he explained everything in great detail and we understood him .. thank u so much”

“Angus is an absolute legend! He doesn't just do Accounting services, he is a Strategic Partner that can give you insights and input on how your business can grow, optimize and become cost efficient. Definitely you should work with him! Or at least pick his mind for something. ;)”

“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.”

“Prakash is really good and knows the stuff very well. He is excellent on explaining the difficult terms in simpler way. Very happy with the service I have received. Highly recommend him.”

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

“Kerwin and the team are absolutely amazing, highly recommend SBA Remuera!!”

“One of the few insurance brokers who actually listen and provide products/services specific to your needs. Stewart has been extremely professional in answering my calls any day/time. Insurance products can be confusing and disorienting however the professionalism from this team is top notch. Bravo!”

“I really respect and like Dylan. I have consistently received great advice during the many years I have been associated with Affinity Accounting. Dylan provides good advice and has always steered me on the right path.”

“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!”

“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.”