Financial advisor in Tauranga

“Bree, has consistently provided exceptional guidance in navigating and understanding our insurance requirements as a construction company. She is rapid in her responding and talks to us in our language. We highly recommend her services.”

“Very professional and friendly to deal with, very helpful with all our questions. Can definitely recommend”

“Jan is very passionate, kind and informative. He goes above and beyond to advice and assist what would work and be best for your situation. You are not just a name/money but he takes the time to really get to know you and your family. Nothing is to much effort. He takes a lot of pride in his job! Thank you Jan and JV Financial Services for everything, we know we are in good hands with you.”

“We had the pleasure of dealing with Paul Dow after returning back to NZ after a long stint abroad. Paul was incredibly knowledgeable, understanding, professional, yet also friendly and easy to deal with. I would recommend Paul in a heartbeat to anyone looking for a mortgage or in any tricky lending situation. He found us all the options and persevered with us through a long process we were experiencing due to our own circumstances. He is always "on it" and you can rest assured, he'll find you a great deal. In fact, if it wasn't for Paul, we would not have been able to buy the house of our dreams, which at times we could feel slipping away. Thanks again Paul Nic and Andy”

“Dean is a super knowledgable broker, who tailors insurance solutions for every situation. Top bloke too!”

“What can I say about Charlene & Jane. They are passionate, caring and will do anything for there clients. If anything they work too hard. I would have no question recommending people to them for financial advice!”

“I wish we could give Jacques Pitts 10 gold stars for the excellent service he provided us. Our lending needs were really minimal, compared to the current market. But he showed exceptional customer service by providing sound advice, going the extra mile and giving me peace of mind about the application!! As a result, we've referred our son and daughter-in-law to him for their mortgage needs. Thankyou Jacques...you're fantastic at what you do!”

“I had a great experience working with Global Finance for my mortgage. As a first-home buyer, I was nervous and unsure about the process, but the team made everything clear and simple from the start. They took the time to understand my needs and found the best loan option suited to my financial situation. Their communication was excellent – always quick to respond, professional, and transparent. They kept me updated at every step and explained everything in a way I could easily understand. What I appreciated most was their honesty and commitment to getting the best outcome for me. I highly recommend Global Finance to anyone looking for trustworthy and knowledgeable mortgage advisors. They made what could have been a stressful process feel smooth and manageable. Thank you to Manpreet singh and his team.”

“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.”

“Karen helped us with the purchase of our first home. She was very helpful and understanding considering we had no idea what we were doing being first home buyers. Thank you Karen would definitely recommend and use again.”

“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!”

“Kyle and the team at Summit Mortgages were a great help dealing with the bank and obtaining loan approval. As a single first home buyer, I figured there would be challenges and my application ran into a few snags along the way, but Kyle was able to expertly navigate my application with skill, care and class. I could not be happier with the result. I highly recommend Summit Mortgages for all your financing and mortgage related needs.”

“Craig and Fiona have been wonderful to work with. Craig helped us take informed decisions based on market behaviour, so that we were securing the best deal for the right amount of time. Insurance and mortgage sorted. Thanks Craig and Fiona for all the support.”

“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!”

“Jo at Admin and Accounting Solutions Ltd has been a sanity saver for us. As a not-for-profit Charitable Trust, we must provide very accurate and high-level financial accountability. This can be very expensive; however, Admin and Accounting Solutions has provided an amazing service at a very reasonable cost. We have been so fortunate to find Jo and her team. Jo has made our financial processes straight forward, user-friendly and stress free. Jo is always available to support and answer our questions and give helpful advice. Jo is highly capable and professional and very warm and friendly too. I can’t recommend Joanne and her team highly enough. Simply put, in my view they are the total package and the best in town.”