The best of finance in Auckland: discover all the highlights in Auckland

We had an exceptional experience with Paulette and her team, particularly Rachel and Lucy.

Incredibly helpful, they made what could have been a stressful process easy, guiding us step-by-step. Communication was outstanding, the team kept us informed at every stage and provided clear, easy-to-understand updates. Paulette’s commitment to answering our questions anytime, even after hours and on weekends was truly amazing and gave us great peace of mind.

We highly recommend Paulette and her team to anyone looking to purchase a home — their expertise, professionalism, and dedication sets them apart.

Gavin & Claire

We had an excellent experience working with Paulette and her team throughout the process of purchasing our home. Paulette was incredibly helpful in guiding us step-by-step, making what can often be a stressful process feel smooth and manageable. Communication was outstanding — she and her team kept us informed at every stage and provided clear, easy-to-understand instructions on what needed to be done.
What really stood out was Paulette’s commitment to answering our questions anytime—even after hours and on weekends—which was truly amazing and gave us great peace of mind. Plus, her access to all major banks meant we could secure some of the best mortgage rates available, making a big difference in our home-buying journey.
We highly recommend Paulette to anyone looking to purchase a home — her expertise, professionalism, and dedication truly set her apart. Ian & Karen

Paulette and her team made the process of buying our first home so smooth. From our very first virtual meeting, where we simply discussed whether we were ready, to the moment we bought our home, everything happened faster and easier than we ever imagined—absolutely incredible!

The entire process was virtual, which meant no need to travel for meetings, yet we always felt connected and supported. Paulette and her team were quick to respond to emails, offered reassurance, and showed real understanding of the many questions first-home buyers naturally have.

Their genuine and personal connection made a huge difference, and they explained everything in a way that made sense. We couldn’t be happier with the experience and would highly recommend Paulette to anyone considering their next steps in the home-buying journey!

Paulette and her team were absolutely incredible throughout our refinancing process. Their professionalism, attention to detail, and constant communication made the entire experience smooth and stress-free. They kept us updated at every stage, ensuring we understood each step and met all requirements on time. Their meticulous approach meant nothing was overlooked, and we always felt confident and well-supported. The whole process was handled with efficiency and care, and we truly felt like a priority from start to finish. We cannot recommend Paulette and her team highly enough—they exceeded our expectations in every way and delivered outstanding results. – Meredith and Nathan

Paulette and her team were a great help to us throughout the process of buying our first home. They are incredibly knowledgeable and clearly explained every step of the process. They are very efficient and promptly got back to us regarding any questions we had along the way. We felt very supported and are so glad we chose to go with Paulette and her team!

My husband and I had used Paulette and her team several years ago, so didn’t hesitate recently when I needed some help to purchase another property. From start to finish they were genuinely committed to helping me get everything over the line. I work quite remote at times but they made the process smooth and stress-free. I couldn’t have asked for a ,more professional and supportive team. I had recently recommended them to my daughter and her partner who have bought there first home and they would totally agree.

Paulette and her team were very patient and professional with us. Guiding us through many of the complicated aspects of buying a home, and even going above and beyond in terms of strategy and referrals to other helpful services.

For what is essentially a free service to the home owner having a competent mortgage broker really saves a lot of time and stress.

We have been dealing with Nawaz at Tax Matterz since the start of this year and the experience has been excellent. Nawaz is extremely professional, knowledgeable, and always prompt with his service. He takes the time to explain things clearly and ensures everything is handled efficiently and on time. It’s reassuring to have someone so reliable managing our Tax Matterz. Highly recommend his services to anyone looking for trustworthy and professional accounting support. Thanks

I’m extremely satisfied with their services. They handled my business and personal taxes efficiently, always explaining things in a way that made sense to me. Their attention to detail, prompt responses, and proactive advice have made managing my finances much less stressful. Thanks to their expertise, I was able to maximize deductions and plan better for the year ahead. I highly recommend them to anyone looking for a knowledgeable and dependable accountant.

Extremely helpful and very much supportive team. Sir Nawaz has been a great help and savior, he has explained everything so much in detail and very professional, he has resolved all our concerns very quickly. Thank you so much for your guidance

I had an amazing experience with Tax Matterz. These are hands down the best local accountants in Auckland New Zealand. They explained me all of my doubts and took good care of my accounting tax work.

Tax Matterz responded promptly to my request for some urgent accounting. Nawaz was professional and helpful throughout the process and got all documents through to me at speed and to a very high standard. I highly recommend Tax Matterz.

Very professional and respectful team. I am highly appreciated with the work they have done for me. Highly recommended to anyone who is looking for tax services.

Taxmatterz.com is the best place for small business jobs. They’ve cleaned up my provisional accounting mess, I am so happy with no stress and i’m going to have a good sleep thanks to them!

We’ve been working with this team for the past two years, and in that time we’ve achieved some significant financial milestones. Paying off our mortgage and purchasing our first investment property.
James has been our financial advisor from the beginning. He’s guided us with a clear, well-thought-out plan and practical steps to put that plan into action. His support has been instrumental in helping us stay on track and make informed decisions.
Michael, our mortgage broker, has provided everything we’ve needed, even though our interactions have been less frequent. He’s been reliable and responsive throughout.
A special mention goes to Vinny, who assisted us the most with securing our new mortgage. His communication has been exceptional, prompt, thorough, and always considerate. Vinny’s attention to detail and professionalism really stood out, and he made what could have been a stressful process feel smooth and efficient.
We’re very happy with the service and results we’ve had, and highly recommend this team to anyone looking for smart, reliable financial guidance.

I had a great experience with Lighthouse Financial – Mortgages. I worked with largely with Laura and she was amazing. I’m a first home buyer and had no idea what the process to buy a house would entail and she made sure I understood the process, answered all of my questions and talked me through everything. I really valued her experience and advice – and she helped me buy my first home!

Not only was Lighthouse able to help us achieve our goals, they made it easy. The process was fast and efficient and Ian Chan went out of his way to accommodate our requests and requirements. This is my second mortgage through Lighthouse and I will use them again without a doubt. I wouldn’t hesitate to recommend them to anyone.

We recently needed to remortgage our rental portfolio and chose to work with the team at Lighthouse Financial Services. It turned out to be a fantastic decision!
From the very start, they were professional, supportive, and made the entire process so much easier for us. If you’re looking for a mortgage broker who truly cares about finding the best deal for your needs and will guide you every step of the way, I can’t recommend Lighthouse Financial enough.
A special thanks to Ian — your support, knowledge, and attention to detail exceeded all our expectations. We are so grateful for everything you’ve done.
Highly recommend — you won’t be disappointed.

⭐️⭐️⭐️⭐️⭐️
I can’t thank Andrew and Sam at Lighthouse Financial enough for their fantastic work in arranging my mortgage! From start to finish, they were incredibly professional, knowledgeable, and supportive throughout the entire process. They took the time to explain all my options clearly, answered every question I had with patience, and gave me expert advice that made a huge difference. Their attention to detail and dedication made the whole experience smooth and stress-free. I highly recommend them to anyone looking for mortgage advice – they truly go above and beyond. Thanks again, Andrew and Sam!

My partner and I have recently been supported by the lighthouse team through the process of buying our first home. We’re lucky to have Ian Chan as our mortgage advisor and Adam Farrell advising on the property its self and the process of purchasing.

We could not recommend the team more highly. Navigating the process of purchasing a first home is filled with questions and unknowns so having support from these two was fantastic. They were responsive, clear, approachable, worked to understand what we needed and had it all covered. We wouldn’t have been able to act with the confidence that we did without their help.

Would recommend any home buyer chat to the lighthouse team for support!

My wife and I have had a great experience with Lighthouse Financial since joining with them at the start of the year. Having always felt daunted by the prospect of investment, our advisor Ash Solly and the team have expertly helped us to navigate the financescape, ensuring we feel comfortable at every turn. We are incredibly thankful for their ongoing help and advice!

I highly recommend AIL, especially Craig Fernandez! They went above and beyond by scheduling our consultation on a weekend, which made the whole process so much easier to manage around our busy schedules. Craig was professional – knowledgeable and friendly. My husband and I both walked away with insurance packages that we’re genuinely happy with. What truly sets AIL apart for us is the guarantee that premiums will always stay the same, giving us peace of mind for the future.

My mother and I had the most wonderful meeting with the lovely Mele Makaui this evening. It was such a pleasure to meet her via Teams. Mele’s very professional, kind and supportive manner was very much appreciated. She helped with all our enquires and made us both feel at ease. Mele is a great communicator, she took her time explaining matters and solving issues. English is my mothers second language, and it was amazing for me too see how Mele took her time making her feel included and safe throughout the conversation. We are both so grateful and happy for all her help. Thank you so much Mele. We appreciate your hard work!

Been with AIL for 20 years now and did a review with Craig Fernandez. Found him to be very thorough and explained points clearly. Also find their pricings better than other options I’ve checked from time to time.

We recently signed up for a new AIL insurance policy, and the entire process was smooth and stress-free thanks to Andrew, our financial advisor. He took the time to explain everything clearly, answered all our questions with patience, and helped us find a policy that truly fits our needs. It’s great to work with someone who is knowledgeable, professional, and genuinely has your best interests in mind. Highly recommend!

Couldn’t recommend Craig Fernandez enough, he explained everything in so much detail that it covered a lot of the questions I had in the back end that I was worried I’ll forget at the end when he was done talking (he answered these along the way) he also checked in a lot throughout our call to check if I was okay and baby was okay (I just had a baby) and also answered in depth any questions I had. Over all recommend him and glad to have him as our financial advisor for this sign up process

Hi , myself, my son and husband have been with AIL since 2003 we have been fortunate to have Mama Atetu look after us over the years I have had the pleasure of requesting a home visit and they still send agents to answer our questions face to face I am old fashion and need someone in person so grateful Mama still comes out to see me when I need her to. Thank you AIL for great customer service and always reminding me of our benefits.

I recently had the pleasure of working with Craig Fernandez from AIL regarding my insurance policy, and I couldn’t be more satisfied with the experience. From our first interaction, Craig demonstrated exceptional professionalism and a clear understanding of the intricacies of the insurance policy.

What impressed me the most was his ability to explain complex concepts in a way that was easily understandable. He took the time to address all my questions and concerns, ensuring that I felt confident in my decisions. His thorough knowledge and commitment to customer service truly set him apart.

If you are looking for an insurance agent who is not only knowledgeable but also genuinely cares about providing the best service possible, I highly recommend Craig Fernandez. He is the best in the business and made my insurance experience a breeze!

Thank you, Craig, for your outstanding support!

Exceptional Service from Global Finance!
I can’t speak highly enough of the team at Global Finance. My experience was absolutely stress-free and seamless. They went above and beyond by reminding me about the date for refixing my mortgage, liaising directly with the bank to secure the best rate.

Additionally, when I needed a loan for a house extension, all I had to do was tell them the amount I needed—everything else was organized effortlessly on their end. It was so easy and hassle-free that all I had to do was sign the documents.

I would especially like to thank Gurjeet Singh and Tanvinder Kaur for their excellent customer service and dedication to putting customer priority first. Their attention to detail and client care is truly impressive.

If you’re looking for reliable, professional, and efficient financial services, I highly recommend Global Finance.

I had a great experience working with Gurjit Singh at Global Finance Service. He was very knowledgeable, responsive, and made the home loan process smooth and stress-free. He explained all options clearly, answered my questions promptly, and helped secure a competitive rate.
Highly recommended!”

I had a fantastic experience working with Global Finance as my mortgage broker. From start to finish, they were professional, knowledgeable, and incredibly supportive throughout the entire process.

They took the time to understand my situation, explained all my options clearly, and were always available to answer questions—no matter how big or small. Their attention to detail and commitment to finding the best deal made the whole experience smooth and stress-free.

Thanks to Global Finance, I felt confident every step of the way and ended up with a great result. I highly recommend their services to anyone looking for expert mortgage advice and a broker who genuinely has your best interests at heart.

I have had the pleasure of working with Gurjeet Singh from Global Financial Services over the past 7 years, and I can confidently say that he has demonstrated exceptional professionalism and knowledge. Gurjeet walked me through every step of the mortgage process, making it easy to understand the various options available to me.

He was always responsive, taking the time to answer all my questions, no matter how trivial they might have seemed. Thanks to his guidance, I was able to secure a competitive interest rate that truly benefited me.

Overall, my experience was fantastic, and I highly recommend Gurjeet to anyone looking for a mortgage broker who genuinely cares about their clients and works diligently to achieve the best outcomes.

Great Experience with Global Finance for Property Refinance and New Financing

I recently had the pleasure of working with Global Finance for both refinancing my existing property and securing new financing for a second property. From start to finish, my experience has been overwhelmingly positive, thanks to the professionalism and expertise of the team.

In particular, Trisha and Ajay were incredibly helpful throughout the entire process. They provided clear guidance, answered all my questions, and made the complex process of securing financing much easier to navigate. Their attention to detail and proactive approach ensured everything went smoothly and efficiently, which I greatly appreciated.

Both of my financing needs were handled with care, and I felt confident in the recommendations and options they provided. Whether you’re refinancing an existing property or purchasing a new one, I would definitely recommend reaching out to the Global Finance team, especially Trisha and Ajay. Their dedication to providing exceptional service and their professionalism truly set them apart.

If you’re in need of finance for property purchases or refinancing, Global Finance is a top-notch choice, and their team is more than capable of helping you achieve your goals.

I wanted to take a moment to sincerely thank Trisha for her outstanding support throughout the home loan process. Her professionalism, patience, and dedication made the entire experience smooth and stress-free. I truly appreciate her willingness to go above and beyond to ensure I understood every step and her commitment to finding the best solution for my needs. I highly recommend her service.
Though we did not proceed, you were amazing, Trisha.

I want to express my sincere gratitude to Global Finance for their outstanding support in helping me secure a home loan with the best interest rate and generous cashback offer. A special thanks to SANIL for his excellent advice and guidance throughout the process. His professionalism and expertise made the experience smooth and stress-free. Highly recommend Global Finance to anyone looking for trusted financial advice!

Keisha was so helpful and gave clear and concise instruction and gave compliments at the same time.
She made my day with her beautiful smile.
God bless you krisha

Piano was very nice and very helpful. She has even helped me to get better rate. Will definitely come back again

I was at Lotus FX at Mt.Roskill Branch
Fantastic Customer Service , there was another person waiting , Pinal catered to both of us without having to wait for long , I had to buy Fox and the person behind me had to sell fox and both needed registration…
Appreciate Pinal’ customer service
Would recommend Lotus to my friends
Thanks Lotus for having such great staff

First time with lotus money gram Service to send money. Pinal help me in registration and made it easy for me.
Overall great experience, Thank you Pinal
Highly recommend

Excellent customer service. Pinal is very helpful, goes out of her way to help the customer. Always smiling. Keep up the good work Pinal!

Krisha was very a nice person. She helped us a lot. Appreciate her soo much. Recommend seeing her if you got any questions give her a promotion

Friendly Pinal serves me today. And she’s so kind and helpful. Highly recommended customer service at Lotus Foreign Exchange thank you.

I’ve been really impressed with David and the SBA New Lynn and Mt Eden team. Their response times are excellent, and their advice and guidance have been exceptional. They’re focused on delivering real value, not just ticking boxes. Highly recommend if you’re looking for a team that’s responsive, knowledgeable, and genuinely there to support your business.

We had a fantastic experience with SBA New Lynn. David is incredibly friendly, approachable, and knowledgeable. He took the time to understand our situation and helped us resolve all our issues and meet our requirements with ease. His professionalism and genuine willingness to help really stood out.

Very good service. David and his team are super helpful with questions and expanding your knowledge to help with business/taxation decisions. This is why having an accountant is important.
I would otherwise blindly be making mistakes and consuming alot of my own time to find answers to questions . You know the answers will be correct from SBA and therefore able to make better decisions.

Met with David together with 2 of my colleagues. It was a fantastic experience with David providing us with valuable information on tax accounting business and life in general. An hour and a half well spent.
I highly recommend David and his team for all your tax and accounting needs.

My consultation with David was great. He explained my options concisely and I found his advice greatly beneficial. I would not hesitate to recommend SBA New Lynn.

I truly appreciated the excellent service I received. David was incredibly supportive and took the time to provide valuable information. His attentiveness made the experience much more enjoyable.

Thank you Kuya David for explaining through all the process on what to do, and how to start with. Very helpful and very easy to deal with. I would highly recommend SBA New Lynn for your accounting needs!

I had a great experience working with Karen. She offered me a much better rate than expected and overall her professionalism and helpfulness were much appreciated. Highly recommend their service!

Thank you Ven for your lovely friendly and helpful service. You were very patient with me – I had forgotten my reading glasses and needed some extra help. I appreciate your excellent service.

I had a wonderful experience with Preeti — her kindness and knowledge truly stood out. She was incredibly helpful and made sure all my questions were answered with patience and clarity. I felt completely satisfied with the support she provided. Thank you, Preeti, for your genuine care and excellent service!

It was a nice experience to change my money in this place. Rate here is better than other Foreign Exchange. I was served by Karen and she’s lovely and nice. Thank you for your good customer service Karen. Highly recommended!

i just came to lotus today..i had an incredibly helpful officer Bodhita who helped me to do money exchange and gave me a good rate. thank you Bodhita. I can highly recommend your service.

Excellent customer service by Sonam !!!!!!!
Last week I visited Lotus money and was assisted by Sonam. She provided an outstanding service-polite, knowledgeable, and incredibly professional. She took the time to explain the exchange rates clearly and ensured I got the best possible deal.

Her exceptional customer service and understanding made the whole process smooth and hassle-free. It was a pleasure dealing with someone so patient and courteous. I highly recommend her service.

Danny was amazing !

I want to take a moment to express my sincere appreciation for your exceptional performance and unwavering dedication to your work. Your hard work and commitment have not gone unnoticed, and your efforts have made a significant impact on the success of the team and our organization as a whole.
Your attention to detail, ability to collaborate, and positive attitude set an example for others. You consistently go above and beyond to meet goals and deadlines, and your contributions make a real difference in achieving our collective objectives.
I am confident that you will continue to excel in all your future endeavors. Thank you for everything you do. Keep up the amazing work!

Kenneth is an amazing customer service staff. She is easy to deal with, accommodating and very cheerful. Aside from great rates, she is more than great in terms of service and engagement. Keep it up

Outstanding service! Lady Kenneth and the team are clearly passionate about what they do—efficient, attentive, and fully committed to ensuring customer satisfaction. They set a high standard with their dedication to delivering quality results and making sure every detail is taken care of. Highly recommended!

Kenneth was amazing. She was very quick and very helpful and friendly. Made the currency exchange part of our trip so easy and stress free.

Kenneth was amazing. Always friendly and smiling. She is efficient and clear in exchange rates and charges. She is amazing

The best place for currency exchange in Auckland, fastest service and best rates. Personal thank you to Kenneth as very professional and positive representative of the company. 100% recommended

I am very happy with the service provided by Kenneth. She is very helpful and guided me in a proper way. I love the service. THANK YOU

Maam Kenneth is really friendly and prompt when it comes to costumer service. She’s exceptional and I really appreciate her for genuine smile and attitude. I am deeply thankful thats she the one who assisted me. More blessing to you Maam Kenneth

I’ve been doing business coaching with Luke from Next Advisory over an intensive 90-day period, and it’s been incredibly worthwhile.

It’s been so good having regular accountability, getting clear on my priorities, and having actionable tasks to keep things moving. Luke has a great way of simplifying the complex, keeping you focused, and calling you out (in a good way!) when needed.

The structure, support, and push have really helped me make solid progress and move my business forward faster than I would’ve on my own. Highly recommend if you’re looking to gain clarity and grow with purpose.

Straight Talk, Real Results – Highly Recommend nextAdvisory

I first came across nextAdvisory through their social media marketing and reached out for a quick consult about a business I already owned 50% of and was looking to purchase the remaining half. That’s how I met Phillip.

Phil’s approach was exactly what I’d been looking for. Straight to the point, no fluff, and calls a spade a spade. After years of working with two different accountants and constantly feeling like I couldn’t get a clear answer, this was a breath of fresh air.

The business I was buying had an accountant already engaged by the original owners. I had a gut feeling that something wasn’t quite right—and past experiences had left me feeling anxious. Phil quickly broke everything down for me in a way that made it crystal clear what was above board and what wasn’t. He also provided a thorough valuation and clear advice so I could fully understand what I was getting into.

Things didn’t go smoothly (as these things often don’t), but Phil was in my corner every step of the way. He even liaised with my lawyer multiple times to assist with the drafting of sale agreements and more. Honestly, I’m just so glad I came across nextAdvisory when I did—it felt like the perfect mix of faith and good timing.

I’ve now successfully purchased the business and engaged Phillip and the nextAdvisory team for both my business and personal accounting. Huge thanks to Phillip, Jade, and the team. I look forward to continuing to work together.

Next Advisory is not like any other accounting firm we’ve worked with. Phil & Luke are an entirely new category of accountant having created a unique value service that we never knew we needed!
These guys are exactly who they tell you they are and they do exactly what they say they will – ahead of time.
They are genuinely dedicated to our team, they are in the trenches with us. By stopping to actually listen, they quickly understood how we work and what we are driving for. They are adaptable and relatable, there’s no doubt Phil & Luke want us to succeed and their style is well geared to help us achieve that.
We are very grateful to have found them and their based network of specialists all working to produce excellence in product and service for everyday Kiwis.

Can’t rate these guys enough!

I’ve been a long term listener of the podcast, and always receive helpful advice and replies whenever I get in touch.

I recently booked a consulting call with Luke, and got a tonne of insight and guidance into opportunity within my industry, pricing and how to be more effective as a business owner.

Thanks again, and would highly recommend booking in for a chat

As a small business owner I have always been hesitant and wary about getting advice on my business. However, after working with the team at nextAdvisory the only regret I have is not doing it sooner. There is something so powerful about an outside lens looking at your business. They helped me to hone my strengths, but most importantly address several weaknesses I had as well. Walking out of the meeting, I had a clear plan in place and had a true line in the sand moment.

I can’t recommend next Advisory highly enough! From the moment I started working with them, I knew I was in good hands. Their expertise and attention to detail are truly unmatched. They took the time to understand my financial situation and provided tailored advice that has made a significant difference in my business.

What sets next Advisory apart is their dedication to their clients. They are always available to answer questions and provide guidance, no matter how small the issue. Their professionalism and friendly demeanor make every interaction a pleasure.

Thanks to Luke, Phil and the Team, my finances are in the best shape they’ve ever been. If you’re looking for an accountant who is knowledgeable, reliable, and genuinely cares about your financial well-being, look no further than next Advisory. They are simply the best!

Working with Phil and Luke has transformed our business and they have supported our growth and development. What I like most about working with both of them is there knowledgeable but causal approach. They are approachable accountants who are happy to take the time to work through questions and give valuable guidance on how we can structure our accounts and so much more. Could not recommend the Next Advisory team highly enough.