Financial services in New Zealand

“Rod has been helping me with my financial advice / insurances for the better part of a decade now. He's always been an absolute pleasure to deal with, explaining the ins and outs of what I'm getting in real easy to understand terms. Always have a good laugh, but he's incredibly professional and I wouldn't hesitate to recommend him and his services!”

“Never been but appreciate the quotes on the billboard everyday on my drive to work ✈️”

Based in the thriving industrial and commercial suburb of East Tāmaki, Auckland, this specialist insurance advisory service offers expert guidance. Operating under a trusted national brand, the adviser provides personalized financial protection solutions to the local community. The comprehensive services offered include life insurance, trauma cover, income protection, and private health insurance. Clients receive detailed consultations to identify their specific coverage needs without any pressure or overselling.

“Highly recommend the team at Forsyth Barr.”

“Zane big cheers for helping sort out my terrible filing and tax systems that I had no idea about!”

“Pip is an integral part of our operations at Linkeight Ltd. Her expertise, efficiency, and meticulous attention to detail have greatly contributed to the smooth functioning of our financial systems. I would recommend Perfectly Balanced Ltd to any business seeking a highly competent and dedicated bookkeeping service. You can trust that your financial matters will be handled with utmost professionalism and accuracy.”

“Excellent friendly efficient service. Thoroughly recommend!”

“Insurance is not my favorite topic when it comes to selecting a provider and applying for a claim. Dealing with Tracey Jones of SHARE Kapiti has been nothing but a breeze, making mole hills out of my mountains. I can not recommend another service provider, than that which is so life changing, in the professional opinion and trust worthy advice of Tracey Jones. During my claim, Tracey showed empathy and executed the claim promptly and diligently followed up. Taking the hard work out of what was needed of me, allowing me to focus on my health. To my surprise, my claim was processed in a matter of a few weeks. Thank you Tracey for all your efforts and making my claim effortless, easing my road to recovery. Regards Rachael Mitchell”

“Blair Smith and the team at Blackler Smith and Co have created an awesome working environment for dealing with serious stuff.Exceptional expertise is wrapped up in a personable package.Having consulted with Blair on a variety of matters over a period of 10 years,I have peace of mind knowing that t's are crossed, i's are dotted, corners are looked around and nothing is left to chance.In today's competitive environment ,it is refreshing to have that sense of being well looked after as a client.”

“Had a great review of my insurance with my Insurance adviser! She took the time to explain what I was covered for and I left with a better understanding of my insurance.”

“Our company has been using Soutar and Associates since we formed our company back in 2000 We have had the pleasure of working with Brian, Jerrard, John & Leroy over the last 25 years and everyone of these accountants are top notch! We actually look forward to our yearly meeting and are very impressed that we are able to call throughout the year when we need advise over the phone and and receive clear knowledgeable and quick answers every time. This is a 5 star company without doubt! Thanks to you all - we appreciate you =) Helen & Rob”

“Always a good experience with these guys. They really know their stuff and have been extremely helpful to help me save money where I can. Cheers team!”

“We found Kathy at bdo to be an amazing accountant for our business highly recommend”

“Great suburban accounting firm, very friendly with parking out the back”

“Kerry and his team are simply the best! I had 3 different accountants in our first years of business, trying to find the one could show me they knew our business and what we needed to succeed. I went cheap, I went to the most expensive, all were terrible. Lucky for us we then found Kerry and have been with him ever since. Kerry knows business, he knows trades, he knows what we need to hear and how to make money. At key times in our business Kerry has been there to listen, change strategy, come up with new ideas based on his sound NZ accounting and IRD knowledge. We make consistent profit, we know the numbers we need to hit, the chargeable required every week, we know immediately why we have gone backwards. I now understand so much about our business and also how a competent business works best. We have been unstoppable since we met him! Big shout out to to the Whutupouro team too, always at the end of the phone for anything we need too (: Keep up the great work!”

“Great service and a friendly team. Would recommend to any person or business looking for an accounting partner.”