Financial advisor in Wellington

“Efficient, very knowledgeable, easy to deal with and great value for money.”

“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”

“Very friendly and capable lady on site.”

“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.”

“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!”

“Great firm to work with. Sally and the team are very obliging, always happy to share advice when needed and quick to respond with any questions asked of them. Highly recommended.”

“I highly recommend Milestone Financial for financial advice on Kiwisaver and retirement planning. Hayley is extremely friendly, knowledgable, approachable and happy to go the extra mile. For a fresh young approach that isn't pushy Hayley will look after you through the process and beyond”

“Very efficient and gives great advise.”