Financial advisor in Tauranga

172 results found

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  1. 3

    JV Financial Services Limited

    ★★★★★ 5
    Closed

    “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.”

    Address: 98 Birch Avenue, Judea, Tauranga 3175, New Zealand

    Phone: +64 22 599 8127

    Website: jvfs.co.nz

  1. 4

    “First Home Buyer Here - I was recommended Stuart from someone he had helped in the past. Amazing wealth of knowledge around the whole system. As it was my first time I had limited to no knowledge of where to start, what information was required, lawyers, insurance etc. He helped with everything and put us in contact with the right people for the job. Long story short, we have bought our first home couldn’t be happier. I would happy recommend to anyone! Thanks Stuart.”

    Address: 44 Kakapo Place, Tauranga, Tauranga 3112, New Zealand

    Phone: +64 27 677 2881

    Website: vegalend.co.nz

  1. 7

    “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”

    Address: 8 Briarley Street, Tauranga, Tauranga 3112, New Zealand

    Phone: +64 21 615 907

    Website: khproperty.co.nz

  2. 8

    G3 Financial Freedom Ltd

    ★★★★★ 5
    Open

    “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!”

    Address: 55 Eighth Avenue, Tauranga 3110, New Zealand

    Phone: +64 7 571 5333

    Website: g3freedom.co.nz

  1. 10

    BWT Financial Limited

    ★★★★★ 5
    Closed

    “Danielle took care of transferring both my Australian and UK Super schemes into my KiwiSaver. Danielle explained the process from start to finish and answered all of my questions in one quick meeting. I was kept up to date at regular intervals and my only input was to provide my details and signature. Danielle now looks after my KiwiSaver and I would definitely recommend her services without hesitation. Stephen from Taupo”

    Address: 1168 Amohia Street, Rotorua, Rotorua 3010, New Zealand

    Phone: +64 7 343 7440

    Website: bwtfinancial.co.nz

  1. 22

    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. 23

    WealthHealth

    ★★★★★ 5
    Closed

    “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.”

    Address: 2 Nicole Place, Papamoa Beach, Papamoa 3118, New Zealand

    Phone: +64 800 672 537

    Website: wealthhealth.co.nz

  3. 24

    Emerald Business Advisers Limited

    ★★★★★ 5
    Closed

    “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.”

    Address: 65 Chapel Street, Tauranga 3110, New Zealand

    Phone: +64 7 579 5777

    Website: emeraldbusiness.co.nz

  1. 26

    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

  1. 28

    Tutbury & Associates Limited

    ★★★★★ 5
    Closed

    “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.”

    Address: 152 Waihi Road, Judea, Tauranga 3110, New Zealand

    Phone: +64 7 576 2194

    Website: tutburyassociates.co.nz

  2. 29

    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

  3. 30

    Rapson Loans & Finance Ltd

    ★★★★★ 5
    Closed

    “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!”

    Address: 30 Willow Street, Tauranga 3110, New Zealand

    Phone: +64 7 577 1209

    Website: rapson.co.nz