Financial planner
Sort: Highest Rated
Liquid Financial Advice
24 Reviews
Takapuna Business Park Level 1, 4, Fred Thomas Drive, Takapuna, Auckland 0622
- Toilets
Ungaro & Co Financial Advice for Everyday People!
46 Reviews
301/28 College Hill, Freemans Bay, Auckland 1011
- Wheelchair-accessible car park
- Wheelchair-accessible toilet
- Toilets
- Wheelchair-accessible lift
- Wheelchair-accessible seating
- LGBTQ+ friendly
- Gender-neutral toilets
- Appointment required
- Online appointments
- On-site services
Public Trust
8 Reviews
92 Bank Street, Whangārei 0110
Our expert team can assist you with wills & estate administration services. We also provide legal, financial, investment, Trusts & estate protection services.
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
Finsol Financial Advisers Napier
325 Reviews
66 Munroe Street, Napier South, Napier 4110
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Toilets
- Appointment required
- Online appointments
- On-site services
Link Financial Group
11 Reviews
D/1 Antares Place, Rosedale, Auckland 0632
Whether you need an Aggregator, CRM, or Fire and General Insurance, LFG has the solution. We are among the leading mortgage aggregator companies.
- Toilets
Public Trust
7 Reviews
cnr Elizabeth &, Theodosia Street, Timaru 7910
Our expert team can assist you with wills & estate administration services. We also provide legal, financial, investment, Trusts & estate protection services.
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Toilets
Moneta Insurance and Investment Christchurch
32 Reviews
140 Yaldhurst Road, Sockburn, Christchurch 8042
Since 1997, we have bought Canterbury high quality insurance brokerage and investment advice. We deal with life, travel, medical and risk insurance.
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
A.I. Financial Services
6 Reviews
753 Beach Road, Browns Bay, Auckland 0630
For the best mortgage broker services in Auckland. Our expert mortgage brokers are ready to assist with all aspects of property purchases and insurance.
- Toilets
NZHL (NZ Home Loans) - Northcote
8 Reviews
23 Madison Terrace, Millwater, Silverdale 0932
NZHL aims to help Kiwis achieve financial freedom, faster. If you’d like advice on new home loans or mortgage refinancing, talk to us.
- Wheelchair-accessible car park
Recommended Reviews
Sarah Lochead-MacMillan
23.10.2023
NZHL (NZ Home Loans) - Pukekohe
Ive bought and sold a few homes and whilst I left NZHL for a while I returned as their service is second to none. They really understand you needs and help you win the mortgage battle. The team is very responsive and helpful. Great service especially for someone in Waiuku, the gateway to the Awhitu peninsula
Ryan Butt
22.10.2023
SAVVY WEALTH
The Savvy Wealth team offer a very efficient, positive and personable experience. Highly recommend them! They are great at what they do.
Sandor Gergely
22.10.2023
Long & Cowan Accountants Wellington
Ben and his team are professional and easy to deal with.They are good at processing my financial data and reporting to IRD. The financial advise I got during the 4 years could have been better, also they could of taken a closer look at my data and find ways to contribute with advise. My new accountant reviewed my insurances, saved me tax on home office costs, etc. within the first year. All this for a 50% lower fees than Ben's.Also if you only want a bookkeeper, Ben is your guy, but make sure to get a fixed price. I appreciate the work you did Ben. Thank you.
Eddie Biesenbach
22.10.2023
Link Financial Group
Best team out there, cant recommend them enough. Been with them a few years now and got more support from the team than anywhere else and will be with going forward. Keep up the great work team
Barb McKenzie
22.10.2023
Milford Asset Management
We lost $3500 in 6 months on $20,000 - we understood there would be risk involved but this was too much. Trying to withdraw what we have left now. KiwiSaver also lost over $8,000 6 months and trying to withdraw this also now.
Maree Szanto
22.10.2023
Public Trust
The whole process was well guided by friendly, efficient staff
Andy Murph
22.10.2023
Ungaro & Co Financial Advice for Everyday People!
One of the qualities that sets Darcy apart is their unwavering commitment to my financial well-being, and their guidance on Bitcoin has been invaluable. While past performance is not indicative of future results, Darcy has provided insightful analysis and recommendations regarding Bitcoin investments, considering factors such as risk tolerance and market conditions.
Addie Duffy
21.10.2023
Mike Pero Mortgages Wanaka & Queenstown
James and the team were so helpful while going through the process of applying for our first mortgage. They happily answered all our questions and gave us the support we needed.Donelle was also incredible to go through the insurance process with. She was so kind and we really enjoyed all of our interactions with her. She kept us updated throughout our application and helped us make the right choices for us.Thanks James, Donelle & team! Cannot recommend enough!
Ravikumar Jayaraman
21.10.2023
Julia Berner at Broker Intel
We bought our first home with the guidance and expertise of Julia Kuiper. Throughout the process she was fantastic to deal with - friendly, helpful, informed and honest. Communication was excellent, Julia was always available for a phone call or to meet in person and chat through different options. The whole process was so smooth thanks to her. Would highly recommend to anyone and everyone !!!
M
20.10.2023
NZ Funds
Worste decision iv ever made going with this company. Initially my investment went up. But now I'm down 30% basicly f*d my chances on a house deposit