Financial advisor in Wellington

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

“Dieter 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.”

“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 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 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!”

“I’ve 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 I’m very satisfied with the service they provide. Highly recommend!”

“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!”

“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!”

“As 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++++”

“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.”

“Hi Jono - just a quick shout-out to your team. The straight up support we have had through the year has been awesome. Having a good handle on the financials has made operating the business so much easier... Our confidence is definitely at a different level this year!”

“The team at Go2 are simply amazing. I have been using them since 2006 when I started up a company. Quality of service is exemplary, extremely professional, efficient and ensured I have an understanding of my tax situation for the financial year.”

“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”

“Love the work this team does, Easy, Quick and reassurance that everything is covered. Save stress and hassle.”

“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.”

“Samantha has been great to work alongside. Efficient, fantastic communication and always willing to go the extra mile. Would definitely recommend her services.”

“Working with Kevin and the Connected Accountants team has been a genuinely positive experience. Our businesses operate internationally and Kevin has consistently provided clear, informed guidance across complex structures, tax matters and cross-border requirements. Kevin and the team are responsive, thorough and proactive qualities that have made a real difference to our planning and decision-making. Their wide capability set means we can rely on them for everything. I’m very satisfied with the service and professionalism we’ve received and highly recommend Kevin and his team to any business needing strong accounting expertise and international understanding.”

“I would highly recommend 5th Consulting. Vanessa has been a huge help to my small business. She takes the time to answer my queries and really breaks down everything so I can understand fully. Taxes no longer feel scary, thank you Vanessa!”

“I had a great session with Isaac. He was super helpful, friendly and knowledgeable in multiple areas I needed help with. Great guy overall, would recommend!”

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

“Great advice and fantastic service.”

“I highly recommend Human Accounting. The team are so helpful, friendly and knowledgeable. They make accounting make sense. Highly recommend.”