Financial service in Wellington

“Matt is truly the best of the best! I honestly never thought owning my first home would be possible. But Matt made it happen! His skill, patience, and persistence are unmatched, and I feel so lucky to have had his support through the whole process. Couldn’t recommend him more highly!”

“Fast and efficient service! She finished my vehicle ownership transfer document in less than 2 mins! Very patient and efficient, helped me finished the document as well.”

“We've worked with Kit over the last 10+ years, on multiple home purchase, and refinances. He is amazing, takes all the pain away, and delivers great solutions - owner occupied and investments. I highly recommend his services for home owners, and investors.”

“Mick has been working with us for a number of years now. Initially my partner and I were looking to buy a house and he supported us through the pre approval process and made it easy for us to know what we could afford. Due to changes in our lives we were unable to go ahead with this purchase but Mick kept in touch and when we were looking to have my partner buy into the house I already own with my brother we went to Mick for help. It was an incredibly complex scenario as we own the home with unequal percentages and my partner was buying into “my share”. Mick was there the whole time to answer our weird and wonderful questions and to help us with the process. He is incredibly responsive (even outside of “normal” working hours) and I was incredibly reassured working with him. If we ever need to make further changes or we’re ready for our next purchase I know Mick will be my first call.”

“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.”

“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!”

“Highly highly recommend. Recently I have visited Helen I would say at least 4 times, she and her staff go beyond the call of retail to help, big or small they offer the best service and always with a smile.”

“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.”

“Sloan at Squirrel went above and beyond. He was extremely patient, answering all my questions and advising on the best loan structure. It definitely took some of the stress out of the situation having solid advice and someone to deal with the banks on my behalf. I feel like I got the best possible deal/outcome securing my loan. I 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.”

“Tony from MTF Thorndon was welcoming and supportive throughout the entire process, he explained the financial contract step by step, including how loan repayments work and the clauses behind them. I am happy to recommend Tony from MTF throndon to my friends and family who need finance.”

“We recently had the pleasure of working with Clifford as our Mortgage Adviser and his team. Clifford continues to impress with his knowledge of the market and exceptional customer service. We have relied on Clifford over the years and each time he as gone above and beyond. His deep understanding of our needs and his personalised approach make the process so much easier. Clifford is highly responsive, answering questions promptly, alleviating the usual stresses when securing a mortgage. We truly value our ongoing relationship with him and look forward to working with him in the future. We highly recommend his services!”

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

“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 used Glen when our home loan was up for renewal late last year, Glen was really helpful in breaking down new ways we could re pay our mortgage and was always there to answer questions, would definitely recommend.”

“Liza went above and beyond for us on our recent transaction. We cant speak highly enough about her commitment and level of service. We look forward to working with Liza again.”

“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.”

“Bob Insurance Solutions is a very good financial adviser, we've got the best advice from them thanks and more power.”

“Massive work from Scott, absolutely reliable and clear in his communication. Extremely grateful for the speed in which he provides the help I'm asking for, 10/10!! Got my car sorted in less than 24 hours!!”

“David remade some family rings into my engagement ring and wedding band as well as my husbands wedding band. He listened to our ideas and gave expert recommendations so we really trusted him throughout the process to create the vision we had in mind. They all turned out exquisitely and will be timeless pieces that remain in our family for a long time to come. It is lovely to have a small local business here in the Hutt and really valued the personal touch we have had throughout the whole process.”

“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!”

“Huge thank you to Teresa and Becs for helping us buy our dream home! They went above and beyond to guide us through a complex and time-sensitive process with clarity, care, and professionalism. We couldn’t have done it without them — highly recommend!”

“Highly recommend The Mortgage Advice Company for anyone trying to buy their first home. Rob and his team were always ahead of the deadlines. We were first home buyers and had no experience with buying a house.Rob took us through all the steps in simple terms and supported us until we achieved our dreams. Rob is a great person who went an extra mile for us during a very stressful time. Really appreciate his kindness. Thank you Rob and the team, specially Jake. Highly recommended ☺️”

“My partner and i worked with Mark and Stevie at The Home Loan Shop and it was by far the best relationship we have had with a mortgage broker! We feel Mark went above and beyond and exceeded all our expectations with helping us secure our second family home. He kept us updated every step of the way as requested, and always answered our emails in a timely manner. Mark is super friendly, has a great way of communicating with people and made us feel at ease through the whole process. We 100% recommend Mark and the team at The Home Loan Shop and our family can't thank him enough for all his time and hard work.”

“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!”

“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.”