Best financial advisors in Auckland: find options near you

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.

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!

Excellent advice provided on all the insurance policies I needed.
I found Daniel to be very flexible with the times for our online meetings, which as a shift worker is certainly welcome.
He understood in depth what it was that I required and how that could be achieved with minimal fuss with a clear understanding of the policy details.
He achieved a result for my health insurance that was certainly above and beyond what I had expected. Considering what I had been advised by others, I was very pleased indeed.
He replied quickly to my emails etc on all occasions, in a clear and concise manner.
Daniel certainly provided a very positive experience and I would not hesitate for a moment recommending Daniel to others as an advisor.
Regards,
Tane.

I had an amazing experience working with Andrew as my financial advisor. From the very beginning , he took the time to really understand my financial situation and long term goals. Instead of just offering a generic solution, Andrew tailored his advice to fit both my immediate needs and future plans, which I really appreciated.

What impressed me most was his clear communication and his genuine commitment to securing the best possible outcomes for me. He made the entire process feel very straightforward, and I always felt like he had my best interests at heart.

I’ve already recommended Andrew to several friends and family and wouldn’t hesitate to recommend him to anyone looking for a financial advisor who genuinely goes above and beyond to create real value. Thank you so much Andrew!

Daniel provided us with very comprehensive advice in relation to the insurance products we needed. He was flexible and practical but also very thorough. Would definitely recommend using Daniel to help with your insurance needs!

Matt was very friendly and approachable. He made himself available to us and was knowledgeable about how we could do better with our insurance and what cover was most important. He made it easy for us to make changes and supported us through the process. Highly recommend working with Matt and Haven!

Daniel was excellent throughout our entire consultation. Partner and I are both from the UK so the first time we have ever had to deal with health insurance. He put us right at ease and explained the process well and managed to get us both the exact coverage we need. Would highly recommend Haven and Daniel.

Daniel Nowel’s service is second to none. His transparency and honesty in explaining his products made is easy for me to understand. His advice was most valuable in assisting me to choose the correct product at the best price. Keep it up. Thank you for your awesome service and your support friendly manner.

Excellent service. Made time that suited me to discuss options to consider. Initial enquire was to get options for life and trauma insurance, and I extended this to their insurance as well. Tasha was friendly and professional who listened and asked relevant questions to ensure what she offered was what I was looking for. Highly recommend. Follow up was also excellent to confirm I had cancelled my existing policy as the new one was in place.

Working with David from NZ Funds has been a great experience. He’s consistently responsive, easy to deal with, and always willing to lend a hand when something needs sorting. His support has made it easier for me to focus on what matters most — looking after my clients. I really value the way he shows up and gets things done.

I moved part of my superannuation across to NZ Funds some years back and I have been very happy with the results. As well as showing a good return despite the challenging economic times, their communications and customer service are second to none. I also have another investment through NZ Funds which has likewise performed well. I’m very happy with my decision to entrust NZ Funds with my portfolio management and can happily and highly recommend them to others looking for a stable, well managed and well performing investment company.

We have been really happy with NZFunds. We have been helped by Reid Parker & his client service manager, Natalie Healy. Both have been great to chat with and prompt with communications.

Reid’s time has been really appreciated going through our personal situation and needs and formulating a plan for our future. The discovery process was good and thoroughly challenges your risk appetite.

The NZ Funds app has been easy to set up and navigate.

Highly recommend booking a chat with NZ funds if you are wanting to plan for your future.

Very satisfied with the performance of NZ Funds over several years. I’m impressed with their ability to manage my investments especially during challenging times. They also have a good knowledge of my requirements and changes in lifestyle especially after my retirement from full-time work.

I’ve been with NZ Funds for a number of years and always been really impressed with the service provided. The review process and the overall knowledge of the advisors has always been top notch. I recently had a review of my Kiwisaver with Ashleigh and she was really great. Explained everything very clearly and gave me confidence in having my hard earned dollars with a fund provider who knows what they are doing. The extra benefit of downside mitigation is a great aspect of NZ Funds service too.

Had a fantastic call with Rinaldo who I found very knowledgeable on NZ Funds product offerings and great understanding about the macro market too. His advice and the projection tool used is invaluable. I would advise anyone looking for a projective view of what retirement could look like your family Is to get in touch with Rinaldo from NZ Funds ASAP. Thanks for your friendly and insightful meeting Rinaldo keep up the great work and passion for what you do in making Kiwi’s more knowledgeable around their future !

My husband and I both feel quite comfortable both whilst attending regular meetings in the NZ Funds office or having Fiona visit us at home. The reports are comprehensive and although I have trouble sometimes understanding all that is shown and explained I have a level of trust that my funds are being well managed. Until I no longer feel this level of confidence
will continue to place our trust in this company.

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!

This is not just a review it is a personal thank you to Kym and Sharon what a team , at no point throughout our dream home purchasing journey were we ever made to feel like just a client.
Debra first made contact with Kym out of curiosity, soon followed a room meeting with both of us , what a wonderful experience . Kym’s was very calm extremely positive and thoroughly professional , but her secret ingredient for making everything work for us was her ability to respectfully gain our trust and then to continuously support us through every nerve racking emotion step that we put ourselves through. Kym’s real life understanding and appreciation for what people experience throught an emotional home purchase was clear as she did a lot of listening and a lot of reassuring . Thank you Kim & Sharon, Apex Advice should be the first call anyone makes when wanting to by their next home .
Colin & Debra Hood , very happy , newly first home owners .

We can’t thank Amanda enough for all the incredible support and guidance she provided us while we were on the hunt to purchase our first home! From the very beginning, she made the entire process so much easier to navigate. As first-time buyers, we were filled with questions and uncertainty, but Amanda took the time to explain everything in detail and always made sure we felt comfortable with each step.

We could not have done this without you Amanda. We are now in our dream home and could not be more grateful! We highly recommend Amanda’s services to anyone looking for a reliable, caring, and knowledgeable mortgage adviser.

Deanne was also a fantastic help during this time.

I also highly recommend Will for all your insurance needs. As someone new to the world of insurance, I truly appreciated how he took the time to walk me through everything clearly and patiently. He helped me understand my options and recommended the right protection to suit my needs. Thanks for the Amazing help Will!!

I recently worked with Apex Advice Group for my insurance needs, and I highly recommend them. Nadia was incredibly professional and attentive; she took the time to understand my requirements and provided tailored solutions. Her caring service made me feel supported throughout the process. I always felt confident in my decisions and secure in my coverage. Recently, I submitted a claim on my husband’s policy after his heart attack, and the experience was seamless. Overall, my experience with Apex Advice Group has been excellent.

Paul was great to deal with. Kept things simple but also knew the details when we asked for a various array of products. Plus, a great price for the policy. Not our main reason for setting up, but always a massive positive. Will utilise Paul and the team for years to come.

Apex Advice has really shown their true worth and expertise in this now real life example. At the age of 51yrs and only 6 wks after completing a 52k Ultra marathon I was diagnosed with Stage 4 bowel cancer that has spread to my liver and lungs. Surprise! But not really a surprise as both parents had cancer and Dad died from Bowel cancer just 2yrs ago but he was 87yrs.
Thank God we kept paying those premiums even though at times, like when I was off for maternity leave or in between jobs, we strongly considered cancelling them, but I had an inkling this day would come, just maybe not for another 10-15yrs!
Our one-stop-shop Broker Ivandee has helped us many times over the years, with structuring our mortgage to suit changes in our lives, to making sure we got the most bang for buck in our life and trauma covers to keep the premiums manageable. Her experience and expertise in knowing how to structure the cover has really shown up now that we have claimed. Not only do we have the luxury of private health cover, but we do not have to worry about paying the bills or being careful with money, for a long time. We even have the security of knowing the cover will still be there if the cancer comes back after all the chemo and surgery have completed and life insurance too.
She made sure we had the best claims handler and insurer looking after us. The claim was accepted within about 24hrs of them having the information they needed and payment made within just a few days of them having our acceptance and account details.
I have been telling all my friends that if you can afford even the minimum cover it is worth it. It might be more affordable than you think. But when it comes to the crunch, having this insurance is absolutely priceless!

I had a really good experience with my mortgage advisor and her assistant. My mortgage advisor thoroughly discussed my options and answered my questions in detail. Once I had made the decision, her assistant was in communication with the bank and myself and everything was resolved very quickly. I’m very happy with the service provided and have been a customer for 5 years now.

What Apex, and their advisers do, is take the complex and make it simple.

We asked Warren Devoy, and the Apex team, to look into our various insurance policies to ascertain which were providing the cover/provider that best suited our needs/aspirations etc that we now required and the costs associated.

The insights he provided, and the back-up service from the team, made the process incredibly easy and stress free. But even more importantly, it was the non-judgemental, holistic and very human and approachable way in which Warren managed and took us through the process, that made the difference, a big positive difference.

Tim was very helpful and patient. He listened to my questions and answered my queries.
Looking forward to a future with you all.

So far so good! Thoughtful clear communication regarding kiwisaver, for someone who is almost financially inept

I wanted to extend my sincere thanks for the exceptional service I received from National Capital, particularly from Tim Wells. Tim’s expertise and dedication made sorting out my KiwiSaver, and now assisting with my wife’s, a breeze.

The professionalism and efficiency demonstrated were impressive, and the commitment to transparency and client prosperity is truly commendable.

Thank you for making financial advice free, accessible, and understandable.

I would rate six stars if it was an option! This service is so valuable. I first received (free!) advice from the National Capital team about my KiwiSaver just as Covid hit. I was all set to use my KS for a first home purchase and almost overnight I lost tens of thousands. It turns out, I didn’t have the right advice or investment strategy in place (the problem with DIY). Since then, I’ve managed to bolster my funds, purchase a first home and get back on track for retirement savings – and I’ve switched funds/providers a couple of times. I’ll now always trust the experts when it comes to my investments. Thank you team!

Very helpful and quick with information. Didn’t feel overwhelmed with info.

Highly recommend to whoever who is looking for wise guidance about your KiwiSaver plan. I just moved to nz and was very confused with the whole concept of KiwiSaver but National Capital assigned me a great consultant “Tim” and he helped me with every step. Trust them, because they know what they are doing.

I needed to make a change from one KiwiSaver provider to another, so did some research and got in touch with National Capital. From the start the process has been professional, easy to understand and the staff at National Capital have been a pleasure to work with. They put me in touch with a new KiwiSaver provider and I couldn’t be happier

Highly recommend the Naked Finance Team, they are friendly, helpful and very understanding! Liam and Mark helped me get my mortgage for my first home and provided great advice along the way. Sean & Elle were fantastic when it came to setting up insurance, and protecting what matters. Thanks team for a great experience!

Thank you to Sean & Jack at Naked Finance for helping us sort out our financial and insurance needs. The advice has been honest, well thought through and the Kiwisaver and health insurance products they recommended have been performing well and delivering our family great value. Next job is to transfer my UK pension!

Naked finance is awesome – Sean has helped me with UK pension transfer, insurances and investment advice. He has been really easy to deal with and I appreciate the little touches such as putting sticky tabs on the paper pages which need signature, and the personalised gift box was amazing! Thanks so much guys, I’ll continue to recommend you to my friends

I had a great experience with Naked Finance. Jake, my advisor, was clearly well-informed and offered guidance that felt genuinely tailored to my long-term interests. He kept in regular contact and always followed through on his commitments. I really appreciate his support and look forward to exploring more opportunities with him in the future.

Matt has been nothing short of incredible during the handling of our first mortgage and refixing. We happily referred him to our dear friends, who also had an amazing experience with Matt. I thought buying a house would’ve been way harder and near impossible, if it wasn’t for his determination, kindness and expertise. Together, we made it happen. And we are forever grateful for everything he put into us getting our first house.

We had an incredible experience working with Liam at Naked Finance while organising our mortgage. From the very beginning, Liam took the time to truly understand our situation, discuss various options, and help us strategise the best path forward. His dedication was remarkable—he spent countless hours answering our questions, explaining everything in detail, and ensuring we felt confident at every step of the process.

Thanks to Liam’s support and guidance, we were able to secure an arrangement that we didn’t even think was possible. His expertise, patience, and genuine care made all the difference, and we couldn’t be more grateful. If you’re looking for a mortgage adviser who will go above and beyond for you, we highly recommend Liam and the team at Naked Finance!

After debating our next course of action for investment and future prosperity we contacted Jamie at Naked finance. Jamie and his team-initiated proceedings with a zoom meeting and from there we progressed to what best worked for us. His communication, promptness and setting goals that suited us was on point. We recommend Naked Finance for anyone needing advice on monetary matters. Thank you, Jamie, Carys and Elle,

Testimonial for Vins Grover – Financial Adviser & Mortgage Broker

Vins Grover, our Financial Adviser and Mortgage Broker, did an excellent job in arranging a 100% home loan for us. He has provided us with sound advice on choosing the correct loan. He guided us on how to reduce the mortgage amount over time by making extra weekly repayments. We are very happy with how quickly and efficiently Vins arranged our home loan.
His expertise and prompt service made the whole process smooth and stress-free. Highly recommended! Thank you
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We recently had the pleasure of working with Vins to arrange our mortgage, and we were impressed with the expert advice and professional guidance provided throughout the process.
We highly recommend Vins for his exceptional service and expertise in mortgage arrangement.
Thank you Vins 🙂

Vin’s is the best in the west… We switched from another broker who took forever to do anything. Vin’s service was a breath of fresh air. He is knowledgeable, works fast and accurately and gives great advice. Very friendly and personable, I would highly recommend for anyone looking for a Broker!! thank you so much Vin’s…

Working with Vinay Grover from Mortgage Hero Limited was, without a doubt, one of the best decisions I made during the home buying process. From the very first conversation, they were professional, knowledgeable, and most importantly genuinely invested in helping me find the best possible mortgage solution for my needs.

What really stood out to me was how patient and thorough they were in explaining every step of the process. As a first-time homebuyer, I had a million questions, and not once did I feel rushed or talked down to. They broke everything down in a way that made sense, always ensuring I felt confident in every decision.

Beyond the numbers, it’s the personal touch and care that sets them apart. Vinay was very helpful, professional and patient throughout the process and ensured I was very clear with my decisions and it wasn’t forced.

If you’re looking for someone who combines deep industry expertise with integrity, transparency, and genuine customer care, I couldn’t recommend Mortgage Hero Limited more highly. They turned what could have been a stressful experience into something smooth, and enjoyable.

Thank you for everything! I’m so grateful to have had you working on my side.

We had a great experience working with Vins Grover from Mortgage Hero. He was extremely helpful and made the loan process smooth and stress-free.

Vins explained everything clearly and guided us step by step. He was always available to answer our questions and kept us updated throughout.

We really appreciated his professionalism, honesty, and friendly approach. Thanks to his support, we got the loan approved without any trouble.

Highly recommend Vins Grover and Mortgage Hero to anyone looking for help with a loan. Thank you, Vins!

We had an exceptional experience working with Vins from The Mortgage Hero Limited. His one-to-one guidance throughout the home loan process was invaluable, making what could have been a stressful journey feel seamless. The level of service was truly amazing—Vins went above and beyond to ensure every detail was handled efficiently. Despite the challenges of a tight schedule and the busy festive season, he helped us secure the loan and settle on time. We are incredibly grateful for his expertise and dedication and highly recommend Vins -The Mortgage Hero to anyone seeking professional and personalized mortgage services.

Vinay Ji has been incredibly helpful throughout my journey of securing pre-loan approval for my first home. He provided valuable guidance on key factors to consider when buying a house, making the process much smoother. I highly recommend his services to anyone looking for expert advice and support in home buying!

Vins from The Mortgage Hero has made my first home buying process very smooth and easy, his knowledge and understanding of the current market situations helped me make the right decisions.
Highly recommended

Highly recommend Finsol Financial Services Ltd.

From the first consultation, their team demonstrated professionalism, transparency, and a genuine commitment to review and advise us on our Insurances and Financial goals. We were especially impressed with how quickly Paul, Jessey, and Amanda got the ball rolling—it really set the tone for what we feel will be a smooth and reassuring experience.

Their communications are clear, their advice tailored, and at no point did we feel pressured. Instead, we felt guided and supported, with expert input that will align with our needs around mortgage options and insurances.

Paul is a down-to-earth person, and it was great to catch up with Paul at their lovely new office in Browns Bay, Auckland.

If you’re looking for a team that combines deep expertise with a personal and proactive approach, FINSOL is a standout.

5-Star Review for Paul Ejamme – Finsol

I am delighted to write this heartfelt recommendation for Paul Ejamme of Finsol, who has been instrumental in successfully guiding me through a complex mortgage refinancing process. As a professional running multiple entities, including a busy dental practice and associated commercial interests, I needed someone with not only financial expertise but also clarity, foresight, and patience.

Paul brought all of that and more to the table.

From the very first conversation, Paul demonstrated exceptional professionalism, deep financial knowledge, and a sincere interest in understanding my goals. The refinancing process was nuanced due to recent structural changes in my business operations and property ownership, but Paul navigated every twist and turn with remarkable composure and efficiency. He explained all the options with precision, laid out various scenarios, and worked collaboratively with my legal and accounting team to ensure a seamless outcome.

He was always accessible, prompt in communication, and willing to go the extra mile—whether it was reviewing contracts late in the evening, negotiating better terms, or helping align banking documentation under tight timelines. His advice was never rushed; instead, it was always backed by careful analysis and a commitment to getting the best possible deal tailored to my needs.

Most of all, what sets Paul apart is his genuine care for his clients. At no point did I feel like I was being treated as just another transaction. He made me feel heard, respected, and supported throughout the journey. The result: a smooth, well-structured refinancing package that positions me strongly for the next phase of my personal and professional growth.

To anyone looking for a mortgage broker who combines technical excellence with true client advocacy, I cannot recommend Paul Ejamme and the Finsol team highly enough. They are a cut above in this industry.

Thank you, Paul, for your integrity, diligence, and outstanding service. I look forward to working with you again.

Warm regards,
Dr. Sundar Jagadeesan
Principal Dentist – Dentiq Napier
Director – Healing Waters Dental Group Ltd

Paul, Amanda and Nadeesha have done an amazing job in supporting us throughout buying our first home. The process took us a while but the team continued to work with us to provide us with the support that we needed. The team at Finsol have continued to go above and beyond for us not only with getting our first home but providing guidance with insurance and ensuring we are covered in the long run. Paul has been super helpful in answering all of the questions we had coming in as first home buyers and the process being very new to us. Unlike other mortgage advisory companies, the team are here to help you in the long run and this provided us with so much reassurance. We could not be more happier with the service we received and would highly recommend the team here at Finsol.

We’ve had Finsol help with our insurances for about ten years now and have found them to be extremely supportive, informative, and helpful.
Initially we were unsure which insurances or types of cover would suit our situation but they were able to bring clarity to it all in addition to supporting us with claims made.
Highly recommended.

We contacted Finsol for general financial planning, potential property investment, and kiwisaver. We found everyone we dealt with extremely professional, enthusiastic, and very generous with their time despite us being small players comparatively. Gareth is very honest and straightforward, and we had various experts contacting us very promptly. Matthew for mortgage advice, and Matthew and Nicole for Kiwisaver were all very helpful. We would absolutely recommend Finsol.

I recently worked with Paul and his dedicated team of advisors during a difficult time in my life. I was stressed about my financial position and really appreciated the patience, communication and the knowledge of Paul and his team to guide me through the process. Thanks to their expertise I was able secure my mortgage and move forward with peace of mind. I highly recommend working with Finsol.

Never looking back.
Paul and Samara are everything you would hope for in financial and insurance advisors! Paul sets a high standard of service with crystal clear communication from the very beginning. Our experience with Paul and Samara so far has been fantastic and we are soooooo pleased we found Finsol when we did.

Change is good. It can cause nervousness especially if you feel out of your depth (like I did) when searching for a new financial advisor/ service after 6 years with a different provider. Paul will take care of you and provide sound advice that suits your situation.

Thank you Paul for your advocacy, professionalism, expertise and commitment! Looking forward to a long relationship with you as our advisor.