Auckland Financial Consultant

Yang is the insurance superhero for sure! You will never go wrong with him, super knowledgeable and professional, highly recommended.

I had a very great eperience and their customer service is awesome

The team at SME Financial really care about their clients. The personal service is given every time by all the staff. I would recommend the business to anyone looking for ... more

Excellent group, Nice peoples. Satisfactory service

Positive: Professionalism, Responsiveness

Great Service. We just bought our first home and Manoj hand hold us through out the whole loan process and made it very easier for us. We are thankful and we highly recom ... more

If you are looking for a best insurance policy, contact Swetha. Recently my wife was diagnosed with cancer and Swetha came to meet us immediately after notifying this and ... more

After 2 years of waiting for the right market conditions - and extreme patience on Aarons side - we finally bought our first home. He consistently checked in with us to ... more

Cam is extremely knowledgeable about everything to do with KiwiSaver. He takes the time to explain important aspects of the scheme making it relevant to your particular s ... more

Excellent service tailored to one's financial objectives. Well informed and up to date on taxation and related matters. Highly recommend ed for self employed and professi ... more

I needed to transfer my pension quickly and GBPensions were amazing to work with, both Tony and Nicola supported me through the process and it was completed very quickly. ... more

Solomon and his team helped us secure a loan when other brokers could not. Having a difficult situation of just being a new business owner it was difficult for us but Sol ... more

Clear information and a seamless transition!

Wonderful people to deal with. Highly recommend Sawden.

We highly rate Daniel Wu at IronOak for getting our insurance set up. He has a pleasant and professional manner. He made the process easy and was helpful when we had any ... more

Always excellent service. I have no complaints.

Helped so much with answering all of our questions around life insurance, then got us the best deal. Couldnt be happier. 10/10. From Lana and Hannah

Positive: Professionalism, Responsiveness

Daniel is a great advisor - he takes the time for yearly in-person reviews and going through all the details in simple language to make sure we understand everything. He ... more

We joined up with Daniel Carney & his team on July 2013. What a confident, very resourceful & trustworthy team. Daniel helped us with services required to the point where ... more

Weve been with SurePlan for about three years now. Ever since weve been married, my wife and I have struggled to get on top of our finances. For the first time, with our ... more

We have used other advisers in the past but found them to be more interested in selling us something rather than helping us. Working with Fitted Financial was different, ... more

John and the team at Spratt are highly professional and knowledgeable. The entire process has been very smooth and stress-free.

James, Michael, Vinay, Ash, Makayla, (basically the whole team at Lighthouse) have been amazing in servicing all my financial needs, both personal and business. The team ... more

Not often will you find an professional with the interest to help others out of his own goodwill. Greg is the go-to if you are looking for someone who cares not only abou ... more

The customer care I recieved from Hayley was exceptional, she was so helpfuland made the entire process simple and fuss free. Couldn't ask for better service, thank you H ... more

I had a session with Jean from Saturn advice and this has been the best investment I ever did for myself. I moved to NZ not long ago, as I wanted a better future for myse ... more

Great results and communication. Thanks team Leapway.

Made setting up my new Kiwisaver a breeze. Quick responses and good sensible advice. Highly recommended.

Tony and the team at bonded have been looking after me and my family for years now. Trusted and true, great relationship with all the team providing confident advice for ... more

Positive: Professionalism, Quality, Responsiveness, Value

I don't much enjoy dealing with insurance - it can be confusing and thinking about the bad stuff that could happen is pretty grim. But the team at Allsure took the time ... more

Positive: Professionalism

We reached out to Rakesh & the NZOne team after having a bad experience with our previous mortgage broker. Rakesh was prompt, understanding of our situation & always ther ... more

Michele provided excellent communication and assistance- much appreciated !

Well exceeded every expectation! Awesome company to deal with.

Very pleasant and knowledgeable staff

DO NOT USE: THEY ADD SNEAKY CHARGES I have opened my son's account with generate and they have literary screwed up his account. Not once they confirmed to me over the pho ... more

Money Men helped us with our mortgage on our first home. It was not an easy/straight forward application, but the Money Men team never gave up and always went the extra m ... more

Poor communication from the get-go. Slow to very slow response to follow ups.....often using industry terminology that most average people will not be familiar with, or u ... more

Nice people but the service is too expensive, cookie cutter, not personal to you and with selling off all their sub services (mortgage, property finder for example) the a ... more

Invested funds with their managed funds scheme for 12+ months, service was poor when I signed up with wasted time and miscommunication, all for a negative return.

Gitte and the team are awesome and super helpful! They made me feel relieved and informed , I would recommend to anyone looking for help or advice with their finances an ... more

My partner and I met with Alex to see if we were in a position to purchase our first home. Alex was so informative and friendly, we felt super comfortable from our first ... more

We had an awesome advisor/mortgage broker, his name was Jay. He was beyond amazing, was always honest with us and always keeping us update with anything we needed. He was ... more

Called my wife to say that they knew she had recently moved to NZ from the UK and to talk about her pension being moved too. Wouldn't tell her how they got this personal ... more

Critical: Professionalism

I have worked with them for several years, and all of my clients have been happy. They deliver great service. Thank you Mani Jan,