Directory overview
- 259 Total businesses
- 2.5 Average rating
- 54% With reviews
- 36% With photos
259 results found
Browse financial advisor in Wellington. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 259 results in Wellington. Average rating 2.5/5 based on 2,574 reviews & ratings.
βThank you Bonard and Conall for taking the time to complete our review meeting and go over our portfolio. As always, the information and advice you provided was easy to understand and helpful, ensuring we can achieve our goals.β
βI 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.β
βIβve been really impressed with the level of service and expertise provided by Gary, my accountant. We reviewed the savings and cost reductions put in place in the previous year, and it was rewarding to see the extra profit that resulted from that work. During our meeting, I also discussed a few key projects, for future tax commitments, and we were able to work through some solid solutions that perfectly align with my cash flow and business requirements. The team supporting my accounts has been excellent, and Iβm very satisfied with the service they provide. Highly recommend!β
βI 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.β
βDieter has helped us manage our finances for over a year. Recently we had a very worthwhile meeting with Dieter to review our position. Dieter has provided us with access to a very useful tool to analyse and forecast our income and expenditure. Dieter listens carefully and provides very sound financial planning advice.β
βAs a new client of Outside Accounting I can only use one word - outstanding. Very proactive and communicative and they take all the hassle out of tax returns. Best around if you have a rental property and are new to the taxation issues that can come up. A++++β
βWe are very pleased with the service of Oak Park. they are personel, friendly and do a great job!! It is great to be dealing with people who don't make you feel as if you are one of a crowd. We do recommend them!β
βI 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.β
βWe 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.β
βAilsa is fantastic! Helped me out of a pickle, and had the best communication, 10/10 recommendβ
βWhat 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!β
βMy 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!β
βDawn 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!β
βWe 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 Joβs 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 youβre 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 weβre incredibly grateful for the support.β