Financial service in New Zealand

“It was a pleasure working with Farea and Trent at Luminate financial group team in the purchase of my first home. They worked efficiently liaising with the lender and talking me through the process therefore making it easy for me. Communication was open and honest and they went above and beyond to help me with anything I needed which made it easy to finalise my finance. I wouldn't hesitate to recommend the team at Luminate. Title for our land was supposed to come in October but it came 6 weeks early leaving us to settle in just 2 weeks but Farea made sure that everything went smoothly and settlement happened on the given date. Massive regards to Farea Khan especially for facilitating everything so professionally and so efficiently. Feeling so blessed with help from these guys.”

“Contacted Janet in December to handle accounts and take over, she went through 3 years of receipts and transactions in no time. Amazing communication and availability and goes above and beyond. Highly recommended !”

“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!”

“Cannot rate these guys high enough. Absolutely fantastic to work with. Were very patience with me and understood what me and my family were looking for. Highly recommend for all insurance needs.”

“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.”

“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.”

“Very impressive service, quick response of any matter, vast knowledgable. Last time, He applied my wage subsidy and it turn into my bank account into 2 days, though I was thinking I could not get money this time. Highly recommend for all accounting matters.”