Financial services in Wellington

“So easy to use, very helpful and got a great deal with my power and gas”

“Thank you Wes for your fabulous service. You fixed my vehicle and had me back on the road within 1 hour. You even drove down in your own vehicle to where I was broken down to ensure I was OK. That was stunning service. Thanks guys”

“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!”

“Parka Insurance have helped to take one more thing off my mental load. Reviewing and renewing our health insurance was made so easy by the very helpful staff. Making sure I understood everything and answered every question with care. The ladies took something extremely intimidating and made it simple and easy to understand all while treating me with great respect.”

“Highly recommend Jon and his team at NuiLife Home Loans especially if your a first home buyer, Jon made the impossible possible for us and made sure we understood every step no questions felt like silly questions very determined to see you succeed in owning your own home and setting you in the right path with your finance as well.”

“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.”

“We bought health insurance through Calder, he explained the benefit of each company and helped us chose the one that most suitable for our needs. He was easy to talk to and helped us negotiate the conditions with the insurance provider. We are very happy and highly recommended.”

“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.”

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

“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.”

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

“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.”

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

“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.”

“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.”

“Dr Michelle Foo provided exceptional care and expertise throughout my Invisalign journey. From the initial consultation to the final results, her professionalism, kindness, and attention to detail were truly impressive. The clear aligners were comfortable, and the treatment process was seamless. The results exceeded my expectations–my smile looks amazing! I highly recommend Dr Michelle Foo for anyone considering Invisalign.”

“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.”

“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.”

“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.”

“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’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!”

“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!”

“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!”

“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 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.”

“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.”

“Thanks Lisa-Jean for making my life so much easier around tax return time! Your professionalism, knowledge and friendly manner brings it all together without the stress.”