Audit & Consulting in Wellington

“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.”

“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!”

“Dawn and her team has recently helped us move our mortgage to a different bank. She understood the assignment from the start and was an absolute pleasure to work with. They kept us updated on the progress and even followed up after the mortgage was setup. Highly recommend Dawn and her team!”

“We highly recommend mortgage broker Jo Vivian! From the very first conversation, it was clear that we were in expert hands. She went above and beyond at every step of the process, explaining our options clearly, responding to our questions quickly (even outside regular hours), and ultimately securing us a mortgage that suited our needs perfectly. What really stood out was Jo’s dedication and genuine care. She took the time to understand our situation, worked through challenges proactively, and kept us informed every step of the way. Thanks to Jo, what could have been a stressful experience was smooth and reassuring. If you’re looking for a mortgage broker who is knowledgeable, responsive, and truly committed to helping you succeed, look no further. Jo Vivian is a total standout, and we’re incredibly grateful for the support.”

“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.”

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

“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!”

“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!”

“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.”

“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.”

“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!”