Financial service in New Zealand

“Excellent tax form preparation and submission. Have lowered our tax liability every year we’ve worked with them. Won’t work with anyone else. Thanks Jason!”

“I highly recommend Finex Chartered Certified Accountants, particularly Baqir and his team, for expert finance and audit guidance. Their exceptional service has made managing my real estate finances seamless, thanks to their meticulous attention to detail and prompt responses. I've been consistently impressed with their dedication to my success, evident in every interaction. The outcome has exceeded my expectations, and I look forward to a long-term partnership with them.”

“Scott has been an amazing support for us. His advice, promptness and care is second to none. we are very grateful to have Scott as an adviser with our insurance and would highly recommend him to anyone.”

“Highly recommend Jon and his team at NuiLife Home Loans especially if your a first home buyer, Jon made the impossible possible for us and made sure we understood every step no questions felt like silly questions very determined to see you succeed in owning your own home and setting you in the right path with your finance as well.”

“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.”

“My partner and i worked with Mark and Stevie at The Home Loan Shop and it was by far the best relationship we have had with a mortgage broker! We feel Mark went above and beyond and exceeded all our expectations with helping us secure our second family home. He kept us updated every step of the way as requested, and always answered our emails in a timely manner. Mark is super friendly, has a great way of communicating with people and made us feel at ease through the whole process. We 100% recommend Mark and the team at The Home Loan Shop and our family can't thank him enough for all his time and hard work.”

“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!”

“We bought health insurance through Calder, he explained the benefit of each company and helped us chose the one that most suitable for our needs. He was easy to talk to and helped us negotiate the conditions with the insurance provider. We are very happy and highly recommended.”

“An Excellent service provided from “Green Light Insurance Brokers” Dorian Lemonnier is extremely professional and a delight to work with. Thank-you Dorian for your professional approach, your efficient communication and looking after us and the team. We Highly recommend Dorian Lemonnier!”

“Great, personable agent . We knew Dirk was the right agent to work with after he did a great job selling our house to us three years ago. He was driven and hard working for the buyer while remaining personable. We felt like we were friends after buying a house through Dirk. Dirk did a great job selling the house for us, always understanding and never pushy. He took special care to work with us and the photographer to get the photos just right and put a lot of effort into the weekly reports, following up prospects and assessing next steps. He knew our area well and had his finger on the pulse with the market.”

“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.”

“Matt and his team are fantastic. They really look after your needs. They have considered my situation, my budget and provided the best insurance advice I have ever recieved. I feel protected and looked after; I feel my family is now fully covered for all eventualities. I thoroughly recommend Matt and his team for anyone looking to review and buy their insurance - they are experts in their field.”

“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.”

“Bob Insurance Solutions is a very good financial adviser, we've got the best advice from them thanks and more power.”

“Joel has been awesome helping me navigate health insurance and mortgage protection. Very personable, a wealth of knowledge and explains policies in a way that is easy to understand. Keep up the excellent work!”

“I had a fantastic experience with Staci while refinancing my mortgage. From start to finish, she made the process smooth and stress-free. Staci was incredibly knowledgeable, answered all my questions promptly, and provided clear explanations about the options available. I highly recommend her to anyone looking for a reliable and professional mortgage adviser.”

“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. ;)”