Financial advisor in Tauranga

“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.”

“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.”

“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.”

“Jody at Majesty Mortgage & Insurance has been a true game-changer. She found the right coverage for me, explained everything clearly, and made the claim process incredibly easy and stress-free. Her genuine care, professionalism, and support made all the difference. Everyone needs someone like Jody on their side—knowledgeable, reliable, and always there when it matters most”

“Very easy process would definitely use them again.”

“Upshotz are providing brilliant service. Their team are helpful. Personable, reliable and all round are a great aid in making life less stressful. Appreciate your work thankyou Upshotz!!”

“Bruce was awesome to deal with - got tailored insurance to meet our needs, very professional service would highly recommend”

“Dave’s the man, explained everything super clear and made it all easy. Great service.”

“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!”

“I had the pleasure of working with Rob and Amanda on a 9-unit development funding proposal. Their expertise, efficiency, and clear communication made the process seamless. Highly recommend!”

“Matt has done great job sourcing funds for our purchase. Good communication, experience and negotiation along with sound advice. highly recommended”

“Professionalism, second to none!”

“Awesome company. Recommend A+++”

“All queries answered by telephone in a friendly manner. Excellent people to deal with.”

“Thanks Bruce. You made helpful suggestions and guided me every step of the way, thoughtfully seeing things from my point of view and helping to clear any road blocks that may have complicated the process. Awesome!”

“The team at Forsyth Bar are out of this world fantastic.always on the ball and ready to help you make the right decisions. They are a very experienced team and lead in their feild and are extremely efficient . Cheers Tony”

“I had a pressing question on my mind and needed some advice. Tanya's financial advice over the phone was greatly appreciated and helped steer me towards finding solutions. Much appreciated.”

“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)”

“David is a great down to earth guy to deal with, sound advice and get's things done. Has assisted me in transferring a UK pension plan to NZ. Highly recommended .”

“Shelley has helped me untangle all my finances, and understand the financial health of my business in a really clear way. She's really quick at responding to my questions, easily same day if not same hour - it's so good to know I can reach out with queries when I need to! Quite honestly I'm not someone who has loved meetings with my accountant in the past, but meetings with Shelley are really helpful, supportive and non-threatening. I always leave feeling inspired and clear about what I need to do. I always reccomend Clear Mind!”

“Have found Jason to be excellent for finding finance for my customers when selling cars, trucks and machinery. He can often secure finance when they have been turned down by other finance companies.”

“Excellent advice, I left with a plan to get us on the right track, thank you Lindsay.”

“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 .”

“Outstanding service and knowledgeable beyond any other financial advisor I have ever used!”

“These are awesome accountants. They go over and beyond to make sure you are all up to date.”

“Shannyn is an exceptional professional in her field. Her expertise and attention to detail are truly remarkable. Shannyn's extensive knowledge of financial principles and regulations, coupled with her analytical skills, make her a valuable asset to any organization.”

“Justin did a great job with my accounts. Very happy with his work.”