Financial consulting 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.”

“I would recommend these guys to anyone who is looking for an efficient, professional, and prompt accounting firm”

“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'm a frequent client of Urban Property Law :) We feel very lucky working with Jodi! Everything always runs smoothly and quickly, and we achieve what we want. Randy, my mortgage broker also is very impressive with the work Jodi delivered!”

“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.”

“The team at House of Travel are always friendly and helpful. We just had an absolutely fantastic trip to Europe, all plans went well. Thanks again to Hayley at the Tauranga Crossing branch”

“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.”