Investments Near Me

Positive: Value

Chris provided excellent service. He was very helpful, knowledgeable and gave great financial advice. Highly recommended!

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

Excellent group, Nice peoples. Satisfactory service

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

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

Awesome service! I have no idea how we would have got this whole mortgage thing done without Stewart's help. Thank you so much, Loan Market!

I have no hesitation in recommending NZ Financial Planing. I have known Mark Hubber for 30+ years and most of the team. Their professional integrity and advice to clients ... more

peace of mind

Have found it easy to use so far. Good exposure to US stocks and ETF's

Highly recommend the team at Forsyth Barr.

We both feel extremely fortunate to have come into contact with David and recommend him 100%. His knowledge ,integrity, calmness and patience helped us navigate our finan ... more

It has been awesome working with Stephan, we are grateful for his comprehensive insights and advice which have helped us make some important financial decisions.

Always excellent service. I have no complaints.

The RTF team are great. They gave our business unbiased and unashamedly honest advice. We literally trust them with our lives.

I can highly recommend James and his services - in 2022 he assisted us secure a mortgage and his attention and promptness throughout the process was outstanding. Lenders ... more

Weve used Brent and his team since 2017 and recommend all the time to our friends and family. Brent is so knowledgeable and has been such a big help to us firstly as we p ... more

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

Scott Chapman is a great advisor. From initial meeting to completion of the investment he kept us informed in plain English. Highly recommend

My husband and I were hesitant to buy our first home because we had absolutely no idea where to even begin and how the process worked. However we just moved in to our fir ... more

Great customer care

We felt very cared for by Luke. He worked with us to thoroughly understand our financial position and goals, and was very effective in securing the best and most comprehe ... more

It has been wonderful dealing with Matt and the team at future wealth. We have had clear communication, good advice, and friendly service. Highly recommend.

We used Callum for an insurance review. We were impressed by his service, the easy to understand way he presented his findings and the thoroughness of his advice. Callum ... more

We can't thank Rodney and his team enough. During a time where it felt impossible to get into the property market as a first home buyer, Rodney was concise, to-the-point, ... more

Positive: Professionalism, Quality, Responsiveness, Value

The service is just over the top. Chrissy Richardson has extended her efforts, proving her passion for helping people, with a life changing decision such has a home purch ... more

Fast communication and super quick turnaround of getting my KiwiSaver set up.

Positive: Professionalism, Responsiveness

Positive: Professionalism, Quality, Responsiveness, Value

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

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 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

Great experience, I was struggling dealing with my insurance but Dave got sorted out easily and quickly. Very happy about the service, very recommended

Positive: Professionalism, Responsiveness

Tom McBride from HHG has my best interests at the fore when advising me about my investments. He considers my age and stage in life and where I need to be regarding curre ... more

Tim has wide knowledge of life, disability and health covers - and offers good advice, a range of choices and great follow through

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