Financial consulting in Wellington

326 results found

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  1. 1

    DUX Financial Services

    ★★★★★ 5
    Open

    “Our experience with Thivakar Pushparaj at DUX Financial Services was outstanding. He patiently walked us, as new home buyers, through every stage of the process, ensuring we felt confident and informed. Thivakar's detailed and helpful advice was instrumental, always guiding us in the best possible directions. We also want to acknowledge Anastasia, who was incredibly supportive and always happy to help. The genuine care, thoughtful conversations, and aroha from DUX Financial Services made all the difference. Thanks to them, our dream of homeownership is now a wonderful reality”

    Address: 85 Ghuznee Street, Te Aro, Wellington 6011, New Zealand

    Phone: +64 800 000 987

    Website: duxfinancial.co.nz

  2. 2

    New Zealand Financial Planning

    ★★★★★ 5
    Closed

    “Callum was very helpful in advice and ideas when setting up investment accounts for my mum's grandkids after her passing. His advice was practical, not pushy, and helped at a time of considerable stress. He is very responsive and professional.”

    Address: 11 Chews Lane, Wellington Central, Wellington 6011, New Zealand

    Phone: +64 4 499 2177

    Website: nzfp.co.nz

  3. 3

    HARNESS FINANCIAL

    ★★★★★ 5
    Open

    “I recently switched my personal health insurance to Harness financial, and I couldn't be happier with the experience. The transition was incredibly smooth and straightforward, making it easy for me to understand my new coverage options. The team (Sam, Dieter and Jonny) have been exceptionally helpful, always ready to answer my questions and provide clear explanations. Overall, I highly recommend Harness for their excellent service and support! Andrew”

    Address: 114 The Terrace, Wellington Central, Wellington 6011, New Zealand

    Phone: +64 210 268 7955

  1. 4

    “We were lucky enough to have Lance assist us with Business Continuity Planning during NZ’s recent Alert Level 4 Lockdown. We’ve learned so much about our business and ourselves as business owners during these sessions and been really pleased with what we’ve managed to achieve with his help. His positive attitude is completely infectious and with his realistic, no nonsense approach to business he is a great asset as a coach. We’d highly recommend him to anyone with no hesitation.”

    Address: 240 Jackson Street, Petone, Lower Hutt 5012, New Zealand

    Phone: +64 4 473 3827

    Website: redhot.co.nz

  2. 5

    Velocity Financial

    ★★★★★ 4.9
    Open

    “Simon O'Neill at Velocity Financial was outstanding in helping my wife Sofia and me reinstate and adjust our life, critical illness, and income protection insurances after relocating back to New Zealand. He took the time to truly understand our needs and made the complex terminology and process easy to navigate. Simon guided us every step of the way, kept us informed, and helped us secure the right protection at a cost within our budget. We highly recommend Simon!”

    Address: 22 Vivian Street, Te Aro, Wellington 6011, New Zealand

    Phone: +64 800 448 879

    Website: velocityfinancial.co.nz

  1. 9

    Whiting Financial Services Limited

    ★★★★★ 5
    Open

    “Put in a lot of effort into getting me a loan at a better rate and amount which was previously offered to me when I tried myself. They communicated really well and I would definitely recommend them to anyone”

    Address: 1 Downer Street, Hutt Central, Lower Hutt 5010, New Zealand

    Phone: +64 4 568 5120

  1. 10

    Future Secure Financial

    ★★★★★ 5
    Open

    “We worked closely with Miko, Clarice and Levi, who were consistently supportive. Miko took his time to walk us through the process and was available for any questions, whenever we felt unsure. Would highly recommend to any buyers, but especially first home buyers as this was a great stress free experience. Thanks for all your support Miko + Team!”

    Address: 40 Lady Elizabeth Lane, CBD, Wellington 6011, New Zealand

    Phone: +64 4 460 5211

    Website: futuresecure.nz

  2. 11

    Jordan Financial Planning

    ★★★★★ 5
    Open

    “Luke was such a gem with helping me sort out my KiwiSaver. He really took the time to explain it thoroughly and answered all my questions so that I understood completely and could make well informed decisions. He is super knowledgeable and very trustworthy. I highly recommend Luke and the team at Jordan Financial Planning.”

    Address: 134 Queens Drive, Hutt Central, Lower Hutt 5010, New Zealand

    Phone: +64 4 570 2589

    Website: jfp.co.nz

  3. 12

    Kauri Financial Planning Ltd

    ★★★★★ 5
    Open

    “Darren and his team at Kaur Financial are the best at what they do! Not only do they strive to get you the best insurance deals but still ensure you are well-insured for all the risks you carry! Can recommend them enough!”

    Address: 277 Willis Street, Te Aro, Wellington 6011, New Zealand

    Phone: +64 22 524 9531

    Website: kaurifinancial.nz

  1. 18

    SMB Tax Consultants

    ★★★★★ 5
    Open

    “Sukumar has been a great support for our business and personal tax returns for the past five years. He has a great way of identifying the options available for us in our accounts.”

    Address: 153 Major Drive, Kelson, Lower Hutt 5010, New Zealand

    Phone: +64 4 565 0400