Financial advisor in Mount Maunganui

25 results found

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  1. 4

    Suzy Williams - Loan Market Oceanside

    ★★★★★ 5
    Closed

    “We were recommended to Suzy by a family member, and I’m so glad we reached out. She was incredibly friendly, always quick to reply, and made the entire mortgage process easy to understand. What could have been a stressful experience was smooth and straightforward thanks to her clear communication and support. Highly recommend her to anyone looking for a great mortgage broker!”

    Address: 597 Maunganui Road, Mount Maunganui, Mount Maunganui 3116, New Zealand

    Phone: +64 27 321 2096

    Website: adviser.loanmarket.co.nz

  2. 5

    Alastair Watson - Loan Market Oceanside

    ★★★★★ 5
    Closed

    “During a tough economic time and under some very challenging circumstances for myself, Al went above and beyond to help in obtaining lending for me to be able settle on my first investment property. He looked at every possible option and was very patient with explaining everything to me and ensuring I understood what was going on and what my options were every step of the way. It was a long journey but with Al’s help I got there in the end. I can’t thank him enough and would highly recommend him to anyone looking for a top notch, professional mortgage broker with a personal touch.”

    Address: 597 Maunganui Road, Mount Maunganui 3116, New Zealand

    Phone: +64 22 111 0008

    Website: adviser.loanmarket.co.nz

  3. 6

    Nick Berry- Loan Market

    ★★★★★ 5
    Closed

    “We only have positive things to say about Nick and his team at Loan Market! Nothing is ever a problem. Our queries are always dealt with promptly, professionally and with a level of expertise that leaves us feeling safe with the financial decisions we are being supported to make. I cannot recommend Nick and his team enough - thanks guys!”

    Address: 597 Maunganui Road, Mount Maunganui 3116, New Zealand

    Phone: +64 21 233 8532

    Website: adviser.loanmarket.co.nz

  1. 9

    Apex Advice

    ★★★★★ 5
    Closed

    “Laura was so helpful and patient. She made the whole process of renewing my small business insurance easy and stress free. everything was explained clearly and she worked around my busy schedule. Thanks Laura and team!”

    Address: 451A Maunganui Road, Mount Maunganui 3116, New Zealand

    Phone: +64 7 281 1564

  1. 11

    The Investor Bird

    ★★★★★ 5
    Closed

    “As retirement approaches I have Rebecca to thank for ensuring I will have the income to really enjoy it. In 2011 I bought an investment property with her support and this will shortly realise the dividends we anticipated (and then some). Rebecca's experience and expertise meant that I went into that purchase with full confidence and peace of mind, knowing that all eventualities were covered. Now I am again tapping into her knowledge and commonsense as 'next stage' decisions arise, knowing that she is genuinely focussed on my interests and aspirations. I can't recommend her services to you enough. Rebecca is an excellent financial advisor and a person of real integrity. Regards Andy (Dean)”

    Address: 159 Eversham Road, Mount Maunganui 3116, New Zealand

    Phone: +64 7 242 4303

    Website: theinvestorbird.co.nz

  2. 12

    Prime Strategies

    ★★★★★ 5
    Open

    “I was invited along to attend a meeting with Craig from prime strategies, attending this meeting and the meetings I have had with him since has been one of the best business decisions I have made ! His experience and knowledge has improved my thinking on a lot of my decisions on the way I approach and run my business. I totally recommend any self employed person or small business owner to contact Prime Stratagies to at least gain an insight into making better business decisions and making your business work better for you . Kind Regards Murray from Muzzas Motors .”

    Address: 11 Maunganui Road, Mount Maunganui 3116, New Zealand

    Phone: +64 29 268 0203

    Website: primestrategies.co.nz

  1. 16

    Jack Oades - Mortgage Broker

    ★★★★★ 5
    Open

    “After a disastrous experience with another local broker (in Tauranga) we contacted Jack and from the outset he put our minds at ease. Jack was professional, hard working, diligent and above all communicated with us all the way through for a great result. Can't rate him highly enough.”

    Address: 11 Carter Street, Mount Maunganui 3116, New Zealand

    Phone: +64 21 113 8799

    Website: eightfold.co.nz