Auckland Financial Planner

We have used Breckenridge Total Financial Solutions for many years to help us plan our financial future through appropriate insurance as we head towards our retirement. ... more

Awsome informative service. Talked with Trevor who was very helpful.

Exceptional company with market-leading solutions to help manage commercial risk. Great people with customer-centric solutions. Check out their checkmate.nz tool to run a ... more

Great staff and advice. Would recommend this company. Thanks for all your help

Positive: Professionalism, Responsiveness

I spent a lot of time initially investigating trust establishment and management and chose NZ Trustee Services. They are always helpful especially Bryan Ivamy. I recommen ... more

Positive: Professionalism, Quality, Responsiveness, Value

Darcy was great to deal with. Very knowledgeable and helpful.

These guys were very knowledgable and professional. They helped me in setting up my investment - I wanted a socially responsible one and they looked after this for me and ... more

Positive: Professionalism, Quality, Responsiveness, Value

A very pleasant journey on making my will. It was a very easy thing to do. Much easier than I thought. A very professional team that I dealt with. Would recommend them to ... more

Awesome team at Morfin! Highly would recommend speaking with Mike if you are considering getting life insurance, very cost effective and willing to go the extra mile for ... more

Jo always makes business easy regardless of the complexity of the situation. I would recommend using Jo as your advisor.

absolutely great customer service from Tony! Loan was so fast and approved and got me the car i love. Thank you to you and your team

I might give an even lower score if there were one. I invested with NZ Funds for five years with the expectation of good return under the so called professionals. What I ... more

Was really good and I had my home loan and all insurance etc . Seems the good stuff must have left. Current person I spoke to really dropped the ball and does not care t ... more

From the bottom of my heart I would like to say a big thank you to Apii and her team for helping me and my little family out from last year till today when we really need ... more

Im not recommending these advisers base on my own experience. They are so nice when they sale the insurance or other financial services but when you need them later on, e ... more

Great company to deal with, would recommend!!

Poor communication, they don't answer phone calls or emails.

Positive: Professionalism, Quality

Very nice people there. Very accurate in solving difficulties. Great help if needed. Highly recommended!

Very helpful and straight forward site to use.