Financial Consultant Near Me

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

Very friendly and easy to deal with.

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

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

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

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

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

Positive: Professionalism, Responsiveness

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

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

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.

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

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

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

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

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

This is a company that is entirely trustworthy and straight forward in its handling of financial matters. Explanations of investments are clear when the options relating ... more

April Eden has recently taken over looking after my investment portfolio. She is doing a great job. I would highly recommend her.

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

I would just like to say that the Public Trust has been very helpful and informative with the estate of my father, they have answered all questions that I have put forwar ... more

Send me email asking for top up loan and after that gave me ton of paper work didnt keep any records of customers. Its wasted time with this customer service

Always professional with great advice

Recommended, Good & fast service,if anyone need a home loan with good rate,Talk to "Bill Slater",

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