MoneyGuide

📍 retirement planning advisors in Auckland

MoneyGuide

8.6

I had an excellent experience with MoneyGuide. Their team is knowledgeable and provides tailored advice that truly considers individual circumstances. They took the time to understand my financial situation and offered options that aligned perfectly with my goals.

The level of professionalism and support is commendable. They made the entire process seamless and stress-free, ensuring I felt confident in my decisions. I highly recommend their services to anyone looking for reliable and effective financial guidance.

Information about retirement planning advisor in Auckland - MoneyGuide

Accessibility
  • Wheelchair-accessible car park
Amenities
  • Toilet
Planning
  • Appointments recommended

Customer Reviews

★★★★★

MoneyGuide has a rating of 5.0 out of 5 based on over 149 reviews on Google

Rory was professional and answered all my questions patiently. I am very happy to recommend him to anyone. He managed to look into a number of ethical concerns I had with my previous providers' funds. Rory reasurred me that the one we discussed was the best option for me and the returns were better than the one I was in. I am very grateful to his work ethic. Frances.
Frances Knoef (☆ 5/5)
Frances Knoef (☆ 5/5)
Rory was super helpful assisting with the best option for my kiwi saver fund to provide me with the best financial gains. He also assisted with transferring my superannuation fund in Australia to New Zealand making the whole transition easy. I would have no hesitation in recommending Rory to anyone wanting assistance on the best kiwi saver fund to work the best for you. Thanks again Rory for your professionalism and amazing customer service. Kerri White
Kerri White (☆ 5/5)
Kerri White (☆ 5/5)
I am extremely grateful to have been reccomended their services by my friend. Ryan provided absolutely world class service. He asked all the relevant questions and came to understand my current situation and future plans in the context of my KiwiSaver. He made relevant reccomendations, explaining why it would work for me and answering any questions honestly and in a way I could easily understand. A few issues on my end caused some delays in the process but he was quick to follow up and get everything organised, all well being very relateable and enjoyable to talk to. Thanks again Ryan!
Josh Hallberg (☆ 5/5)
Josh Hallberg (☆ 5/5)
Well what can i say ! This young man Rory B. would have to be THE most helpful person I have ever had help me online. His research , advice , availability and guidance was spectacular. I am an older woman living on my own and the world today and how it works can be extremely daunting sometimes , with us older generation often being very sceptical but ive never felt more positive and comfortable than working with Rory. 5 stars and I hope his mother is very proud of him .
Debbie Topp (☆ 5/5)
Debbie Topp (☆ 5/5)
Rory is great, absolutely amazing, very consistent, well spoken and very informative. If you cant get back to him he wont forget about you and will always make things work around you, it took less than 10 minutes to set up my kiwisaver. very efficient service 10/10
Ethan Wratt (☆ 5/5)
Ethan Wratt (☆ 5/5)
I had a great experience with Money Guide for my KiwiSaver advice. I was initially assisted by Eileen, who was very knowledgeable, professional, and easy to talk to. When she went on maternity leave, Rory seamlessly took over and continued to provide excellent support. What impressed me most was how holistic and unbiased their advice was. Even though Money Guide is partnered with certain KiwiSaver providers, they were more than happy to compare other providers upon my request, which gave me real confidence in their integrity. They were always prompt and responsive, and the best part is the advice was completely free! Quality service, expert guidance, and no cost — highly recommend.
Clayton (☆ 5/5)
Clayton (☆ 5/5)
I found Money Guide and Rory who I delt with to be informative, efficient enabling me to make quick informed decisions. He listened to my needs and suggested options that I’m more than confident will increase my future savings. Highly recommended!
Nick Devereux (☆ 5/5)
Nick Devereux (☆ 5/5)
View all reviews

Information about MoneyGuide

Address

MoneyGuide is located at MoneyGuide 7 Milford Road, Milford, Auckland 0620, New Zealand

Phone

The phone number of MoneyGuide is +64 9 410 1516

Business Hours

Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed

Contact MoneyGuide

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