Financial advisor 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!”

“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.”

“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.”

“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!”

“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.”

“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!”

“I came to New Zealand six months ago without any knowledge of the financial situation or options in New Zealand. Juliya suggested what I should do, and together we created a pathway for me to save money and buy my own property. Now, I am smoothly moving along my personal pathway, confident that if I follow the plan, I will achieve financial stability and security. Julia is very approachable and flexible. She is a knowledgeable financial planner who can assist with every aspect of home loans, insurance, KiwiSaver, and building financial freedom.”

“Ailsa is fantastic! Helped me out of a pickle, and had the best communication, 10/10 recommend”

“I really respect and like Dylan. I have consistently received great advice during the many years I have been associated with Affinity Accounting. Dylan provides good advice and has always steered me on the right path.”