Financial services in Wellington

“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”

“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.”

“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!”

“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”

“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.”

“I am happy to say your services are excellent and I will recommend Shield Accountancy to anyone Thanks.”

“John provided us with advice when we were exploring options and scenarios for the sale of our home. He was friendly, patient, and responsive, and we wouldn’t hesitate to recommend him to others. Thanks John!”

“Fantastic advice and service could not recommend more highly. Pat is very knowledgeable and was able to assist in finding the perfect solution for our insurance needs.”

“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!”

“Always a good result. We bring a complex bunch of accounts that get well sorted by the team at SAS. Most appreciated thanks.”

“George and the team have provided excellent service and advice over the years.”

“Dylan and Jordan work on my account. They are great. Very pragmatic and offer sensible options”

“Premium Service from Jeff and the Team. Always response and transparent. Easy to deal with. I appreciate the proactive services around renewals. Have used for 7 years, across residential, AIRBNB commercial and commercial industrial.”

“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.”

“Very impressive service, quick response of any matter, vast knowledgable. Last time, He applied my wage subsidy and it turn into my bank account into 2 days, though I was thinking I could not get money this time. Highly recommend for all accounting matters.”