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.”

“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.”

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

“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!”

“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”

“Kelly and the staff at Tutbury are always very helpful when it comes to sorting out my tax. Makes my life easy. Highly recommend to anyone.”

“Valerie and the team at Emerald Business Advisers are the best I have dealt with in many years in business. From dealing with standard accounting issues to broad base business advice they're masters at ensuring your businesses is in the right track. Honesty, integrity and an unwavering desire to help make them such an awesome team to work with. I highly recommend getting in touch with the team to discuss how they can make sure you're in the best position you can be.”

“I went through 3 different accountants in 5 years before I found DNA headed up by Craig Nevatt. Having a good accountant makes all the difference when running a business and when my business became more complicated with International branches and trade Craig's experience really shined in his ability to work with other accountants overseas. Hence I have no hesitation to recommend DNA's services regardless if you are a small or large business in NZ. The customer is rarely right in my opinion and you need to choose carefully who you engage with to be successful. DNA is one company who can assist on the battlefield which we call business today in New Zealand.”

“Since starting my business One21 Recruitment almost 9 years ago, I have thoroughly appreciated the support and expertise that Karen, Lisa and the team at Ingham Mora have provided and I am happy to recommend their accountancy services.”

“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.”

“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.”

“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.”

“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.”