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.
“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.”
“A great accounting firm! Been doing our companies books for the past 5 years. Great communication, excellent advice and awesome client management.”
“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.”
“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!”
“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.”
“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!”
“Highly recommended Has been amazing for everything for many years.”
“Sharon is full of practical advice. She has added rigor to my business.”
“Mary at Accounts2U has been my book keeper since i started in business 4 years ago. In that time she has offered me solid advice on tax, employment law, marketing and a whole range of other topics. Her experience and knowledge are a valuable resource that I regularly draw on. I couldn't really imagine being in business without Mary's assistance Carl Beentjes Need a Nerd”
“I would highly recommend ER accounting Ltd to any small business that wants to take control of their financial future as they are just as motivated as you are to develop your business. Since becoming a client with E.R Accounting Ltd I have found them to be an invaluable source of accounting knowledge and business expertise. Recently, they helped me convert to Xero and my accounting invoices have halved. I find them quick to answer queries and very professional. I especially appreciate the way they go over my annual accounts with me to ensure I understand them and to point out areas that I can work on to improve my profitability.”
“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.”
“Friendly. Helpful. Thorough. Prompt/Responsive which is especially appreciated given the time of the year. It's nice to know where to go for tax advice from now on. Would recommend.”
“Very friendly and capable lady on site.”
“Really friendly and helpful. Great sound advice, breaking things down in simple terms for a not so savvy guy like myself, it was nice being clear and transparent with all the terminology etc. Special thank you to Michael Gorin for being really flexible, understanding and informative to my situation. Would recommend him to anyone looking for financial advice.”
“We’ve had an outstanding experience working with the Opes Partners team on our wealth planning and new build investment property purchase. From the very beginning, we felt completely supported and in safe hands. The guidance we received — from initial planning and financial advice, right through to purchasing the property and navigating the construction process — was clear, professional, and genuinely thoughtful. What really stood out was the Opes team’s care, attention to detail, and good humour throughout. Nothing ever felt like too much trouble, and their expertise made a complex process feel smooth and stress-free. It’s been a real pleasure working with such a dedicated and friendly group of people. We’re incredibly grateful for everything you’ve all done — thank you!”
“Love the work this team does, Easy, Quick and reassurance that everything is covered. Save stress and hassle.”
“Efficient, very knowledgeable, easy to deal with and great value for money.”
“Excellent service and have helped me get my finances sorted, clear debts and live within a budget. I highly recommend them 10/10”
“An absolute asset to Marlborough Hunting and Fishing. Great communication, efficient and 100% reliable. Would be totally lost without Cezanne's dedication.”
“Highly recommend the team at Henderson International!”