Audit & Consulting in Wellington

“What a privilege it has been to work alongside Gagan. He has been incredibly patient and informative, guiding me through my financial plan with clear, easy-to-understand explanations. He made the whole process simple, and we were able to complete and submit everything we needed within just three days. Divya has also been amazing! What started as a casual catch-up quickly turned into the beginning of making my homeownership dream a reality. The way she organised everything and set the wheels in motion has me genuinely excited for what comes next. Highly recommend!”

“We recently sold our first home in Wellington and relocated to the Hawkes Bay where we purchased another home. Brodie helped us to secure a mortgage for our new home, and was absolutely excellent to work with. Buying and selling at the same time certainly has its stresses, but Brodie communicated clearly and promptly throughout, making the experience much smoother and more enjoyable for us. Both my husband and I are self-employed, which can sometimes make the lending process tricky, however Brodie helped us to navigate this all seamlessly. We're looking forward to having his financial guidance as we continue to review our mortgage over the coming years. We're so glad we engaged Brodie's services, and highly recommend him to anyone looking for a competent and trustworthy mortgage broker.”

“I have had a few mortgage advisors over the last few years and Scott was by far the best to work with. Always contactable, provides multiple options for you, and truly works with you to get the best result. I would definitely recommend Scott to anyone looking or a mortage advisor.”

“My partner and I recently bought our first home and we expected nightmares caused by trying to understand mortgages. Ross made the whole process a breeze. His experience and knowledge coupled with his honesty and personability are such comforts, particularly considering our significant lack of experience. We can't recommend Ross highly enough and we certainly hope to work with him again someday!”

“I am thrilled to share my exceptional experience working with Donna Marks, our mortgage adviser, as we navigate the journey of finding our first home. Donna has been an invaluable resource, providing invaluable guidance and support every step of the way. Her wealth of knowledge and expertise in the mortgage industry were evident as she skillfully guided us through the complexities of the homebuying process. One of Donna's standout qualities is her exceptional responsiveness. Whether we reached out to her via phone, text, or email, Donna was always prompt in her communication, ensuring that our queries were addressed promptly and thoroughly. Her willingness to go above and beyond to provide us with useful information and advice at all times was truly remarkable. Her professionalism, dedication, and unwavering support have made what could have been a daunting experience feel seamless and stress-free. We are incredibly grateful for Donna's guidance and support, and we look forward to continuing our journey with her by our side.”

“We have used Chapman Upchurch for over forty years for our small business and personal tax affairs. They are very knowledgeable and approachable about all aspects of business and taxation. We have used them for forensic accounting and probate including the use of tax pooling arrangements. When there has been a change of ownership or staff, their service has remained constantly excellent. We cannot speak too highly of this company and its staff.”

“Excellent service. I've had several financial advisors and FoxPlan are the only ones to engage in planning with me. We've set proper goals and measurements. Rather than taking my money and tossing me a cookie cutter plan. Can't recommend FoxPlan enough.”

“Simon O'Neill at Velocity Financial was outstanding in helping my wife Sofia and me reinstate and adjust our life, critical illness, and income protection insurances after relocating back to New Zealand. He took the time to truly understand our needs and made the complex terminology and process easy to navigate. Simon guided us every step of the way, kept us informed, and helped us secure the right protection at a cost within our budget. We highly recommend Simon!”

“GoFigure have helped my business immensely, not only setting me up with Xero but also helping me understand my numbers. Information and comms from them are prompt, thorough and efficient and they work hard to meet our needs, providing stability for the businesses and data we can rely on. We now have better vision relating to our accounts moving forward and they've also helped with some financial coaching/mentoring which has contributed to better processes, practices and strategic orientation in our decision making. Thanks heaps Lisa, Gabby and the team!”

“Michael, Seth & the team at Kendons are fabulous! Used for many years for our business accounts, their advice & support has always been invaluable & professional. We would have no hesitation in recommending Kendons for your accounting needs.”

“We have been using SBA Lower Hutt for 6 months now and the team have been very helpful with all questions. They provide quick responses. They also let us know about Xero subscription changes that would save our business money.”

“We work with these guys across both our business and personal accounts. Great personalised service from Hamish, Chris and the team. Good at breaking down complex financial jargon into something that's easy for us to understand. Thanks!”

“David and Anna were incredibly helpful, responsive, and hard working in helping us secure a mortgage on our first home. I highly recommend them.”

“I've been using SBA Kapiti for close to six 6 years now since i decided to start my own business. SBA made it so easy for me to open the business, they helped with all the initial setup and since then have been doing my yearly accounts. The ladies are great to work with, if there's something i don't know or understand they explain it in plain English not Accountant speak. They are always quick to reply to email or if i ring them they'll answer straight away and look into my query. I would highly recommend SBA Kapiti do anyone thinking about opening up a business or changing Accountants.”

“I used L&C for my taxes (overseas investments) last year, and I was very impressed with their professionalism, efficiency, and attention to detail. The process was smooth from start to finish, and they took the time to answer all my questions, ensuring I understood everything clearly. Their expertise gave me confidence that my taxes were handled correctly, and they even provided helpful advice for future tax planning. I can recommend L&Cto anyone looking for a reliable and knowledgeable tax service. I will definitely be using their services again!”

“Fantastic advice and service could not recommend more highly. Pat is very knowledgeable and was able to assist in finding the perfect solution for our insurance needs.”

“Grant has organized our insurance every year, and he is very tolerant of the time we take to get back to him! straight up and honest quotes and doesn't do the usual sales pitch that is often associated with brokers”

“I have received outstanding personal insurance advice from Sam and the team, which is tailored to my family's needs. Great to deal with. Highly recommended!”

“I started investing this year as a student. Richard Renfrew wrote comprehensive and well structured reports that really helped to understand where my money was going. Key information was clear and my questions were always answered in full. A truely trustworthy and professional group.”

“I have been in the property industry for good 14 years, but getting financed or refinanced has never been so smooth and easy when it's done with Dhiraj Chhabra (Mike Pero Mortgages). An absolute pleasure to work with him to gets things sorted with loans and approvals, especially in these times when banks are quite slow. What impresses me most about Dhiraj is his incredible professionalism in everything he says and commits to. His clarity of thought and giving advice is extremely lucid, credible and convincing. I will recommend Dhiraj to everyone for the very simple reason, that you will not have to look back or feel dejected working with him, as he makes sure to get the things sorted with desired results and in time. I wish I have worked with him in past, but it's never too late to find someone like him and start moving forward rapidly. I give reviews extremely rarely, but can’t resist speaking so highly about Dhiraj, because he deserves every word of it. May the almighty give him the strength to always progress with the same zest, positivity and commitment. Looking forward to having a long journey with him as a financial/mortgage advisor. God bless him for what he is. Warm regards Alok Gupta Editor/Publisher Indianz X-PRESS Newspaper.”

“Put in a lot of effort into getting me a loan at a better rate and amount which was previously offered to me when I tried myself. They communicated really well and I would definitely recommend them to anyone”

“We worked closely with Miko, Clarice and Levi, who were consistently supportive. Miko took his time to walk us through the process and was available for any questions, whenever we felt unsure. Would highly recommend to any buyers, but especially first home buyers as this was a great stress free experience. Thanks for all your support Miko + Team!”

“Purchasing our first home has been both a scary and exciting experience, and we couldn’t have done it without the exceptional support of our mortgage advisor, Chris Batisan. As first-time buyers, we were naturally overwhelmed by the process, but Chris expertly guided us every step of the way. His calm reassurance and thorough explanations made all the difference, ensuring everything went smoothly and within the necessary timeframe. Chris’s valuable insights and advice were crucial in helping us understand the requirements and take the right actions to secure our bank’s approval. We wholeheartedly recommend Chris for his outstanding service—he truly made our home-buying journey a remarkable one!”

“Very professional to deal with and personable. If you are looking for advice I highly recommend that you start by contacting this company.”

“Luke was such a gem with helping me sort out my KiwiSaver. He really took the time to explain it thoroughly and answered all my questions so that I understood completely and could make well informed decisions. He is super knowledgeable and very trustworthy. I highly recommend Luke and the team at Jordan Financial Planning.”

“Thank you for the excellent advise on the best investment management options. We're happy to have found an independent investment advisor and now move away from having our bank manage our investments. I've been most impressed with Andy and Sam's customer service standards. I will be recommending your service to the rest of my office. Thanks.”

“Robbie has been in this business for years and has a wealth of knowledge to give. Thanks for all the help over the years”

“I highly recommend Milestone Financial for financial advice on Kiwisaver and retirement planning. Hayley is extremely friendly, knowledgable, approachable and happy to go the extra mile. For a fresh young approach that isn't pushy Hayley will look after you through the process and beyond”