Investments Near Me

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

Very helpfull app.

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

The staff at f& b are very knowledgeable , freindly and always available to answer my questions as a newbie to the stocks Paul Tuckey in particular is patient and reas ... more

Ailsa is very thorough and has great knowledge of kiwisaver. This is an area I need a lot of help with and Ailsa patiently talked me through all of the different possibil ... more

Positive: Professionalism, Responsiveness

Very friendly and easy to deal with.

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

I was fortunate enough to work with Simon O'Neill from Velocity Financial recently to obtain Trauma cover. I had been thinking about getting some Insurance for a while bu ... more

We have been working with Richard for 2 and a half years now, we highly recommend him and his services. He is passionate about empowering people in their finances and has ... 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

Protection Solutions are great to deal with. Excellent knowledge of Life insurance and income Protection. The service from Thurl and the team is top notch. I highly recom ... more

We utilized Kathy and her finance skills when first looking into saving for a home. Her knowledge has been so welcoming and made this whole process of buying our first ho ... more

I highly recommend Milestone Financial for financial advice on Kiwisaver and retirement planning. Hayley is extremely friendly, knowledgable, approachable and happy to go ... more

Positive: Professionalism, Quality, Responsiveness, Value

Thank you for helping me to get all my financial ducks in a row. It is good to know the family are protected, just in case.

I appreciate the ongoing communication via emails and face to face meetings that keep me informed of what is happening, or what needs to happen regarding my life insuranc ... more

Positive: Professionalism

Zak has gone above and beyond to help us organise our life insurance. From our first meeting, he made us feel really at ease with his down to earth nature and honesty as ... more

Very professional. Highly recommend.

Eddie is a fantastic mortgage broker. He was able to secure me an excellent rate and made the whole process seamless. I appreciated his attention to detail and communicat ... more

Positive: Professionalism, Responsiveness

Fantastic service, Mandy Smith was well informed and shared her knowledge in a manner that was easy to understand, appreciate the advice given to me, highly recommend her ... 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

The advice and research that Craigs provide certainly makes decisions have more certainty. Thanks team.

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

Had a great experience in Whangarei. Came away not feeling not so overwhelmed and a little in control of my money for the first time. Have already recommended to a friend ... more

Absolutely so grateful for The Hub lovely staff beautiful Kai many thanks and blessings to you all

Response to my question was prompt and accurate.

Awesome guy works from home. Haven't had the opportunity to use his services but have met him previously.

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

The great unknown journey to financial lending for Mori Land Title and Mori Land Court. There have been so many unknowns for my partner and I, and very few who can guide ... 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

PIE growth funds seems to be the only one of my investment that consistently never perform ! It is time to review the fund manager strategy.

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.

Critical: Professionalism