Financial consulting in Wellington

“A great accounting firm! Been doing our companies books for the past 5 years. Great communication, excellent advice and awesome client management.”

“Dawn 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!”

“We 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 Jo’s 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 you’re 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 we’re incredibly grateful for the support.”

“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.”

“Thank 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.”

“Ailsa is fantastic! Helped me out of a pickle, and had the best communication, 10/10 recommend”

“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++++”

“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 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.”

“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!”

“I 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.”

“What 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!”

“We 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.”

“I 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.”

“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!”

“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 have used Chapman Upchurch for over forty years for our small business and personal tax affairs. They are very knowledgeable and approachable about all aspects of business and taxation. We have used them for forensic accounting and probate including the use of tax pooling arrangements. When there has been a change of ownership or staff, their service has remained constantly excellent. We cannot speak too highly of this company and its staff.”

“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!”

“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.”

“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.”

“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!”

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

“I've been using SBA Kapiti for close to six 6 years now since i decided to start my own business. SBA made it so easy for me to open the business, they helped with all the initial setup and since then have been doing my yearly accounts. The ladies are great to work with, if there's something i don't know or understand they explain it in plain English not Accountant speak. They are always quick to reply to email or if i ring them they'll answer straight away and look into my query. I would highly recommend SBA Kapiti do anyone thinking about opening up a business or changing Accountants.”

“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!”

“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”

“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.”