Windsor Wealth Management

Brett is amazingly helpful and professional. He went above and beyond to help me secure the best mortgage and has provided informed advice in other financial aspects since. He advised me throughout of the process updates and choices.He has great knowledge of systems in the UK and NZ and is a genuine , pleasant guy to work with.

I would highly recommend Brett Sargent at Windsor Wealth. Brett has a wealth of knowledge and experience and takes the time to explain things clearly. He provided quality financial advise and I very much appreciated his help.

Brett keeps it simple and offers solid practical advice and solutions. I found him really helpful and calming to work with, which is especially useful for someone who isn't particularly knowledgeable or confident when it comes to their finances. Highly recommended.

I cannot rate Brett and his team enough; especially Warrick. I have dealt with them multiple times with home loans for my own home and investment properties. Brett and Warrick have gone above and beyond for us. Great communication, always keeps us up to date and just genuinely 10/10 great service.

Brett and his team at Windsor Wealth handled the transfer of my UK pensions into a NZ superannuation scheme earlier this year. From analyzing my UK funds and recommending the appropriate NZ funds, through to their tireless endeavors in chasing up some very reluctant organizations to get the transaction across the line just before a critical deadline, these guys were just fantastic.I truly believe that without them it would never have happened.Extremely pleasant to deal with, super professional, and relentless on behalf of their clients, five stars does not do them justice. They're so much better than that. And all with a very open, honest, and personal approach.Need financial help or advice, look no further.

Highly recommend Brett and the team - the quality of advice and approach is just what we wanted - what was right for us rather than what might be cheap but of low value, or expensive and more cover than we needed. Especially like that Brett shares his own story so you know he does this with his own money/family. Great to have investment and insurance advice in one place (and bank lending but we didn't need that). Excellent to deal with: responsive, personable, extremely efficient and takes a long term view.

Brett's wealth of knowledge and experience, combined with his ability to explain everything in simple terms is a winning combination. We have benefited multiple times from his expertise and support and feel very lucky to be able to call on him when needed, while his proactive contact is always well timed. If you want a financial advisor you can trust and has his client's needs front and centre at all times - look no further.

Brett is so easy to work with. He gives me the right level of detail of information and really listens to my needs and wants without being pushy. I feel confident about the advice he gives me and comfortable talking to him. I would recommend Brett for any financial advice.

My wife and I recently had a couple of Investment advice sessions with Brett from Windsor wealth management. Brett delivered exactly what we were after; he listened to us, and delivered professional, bespoke and creative advice. We felt in safe hands, Brett has deep knowledge and an approachable style. We would strongly recommend WIndsor.