Financial Planner Near Me

Awsome informative service. Talked with Trevor who was very helpful.

We have used Breckenridge Total Financial Solutions for many years to help us plan our financial future through appropriate insurance as we head towards our retirement. ... more

Exceptional company with market-leading solutions to help manage commercial risk. Great people with customer-centric solutions. Check out their checkmate.nz tool to run a ... more

Great staff and advice. Would recommend this company. Thanks for all your help

Great company to deal with.Honest and fast.

Great finance company.

Positive: Professionalism, Responsiveness

Mark has a wide breadth of knowledge but is able to convey his ideas and advice in a meaningful and practical way. He is great to deal with and has good follow through, ... more

I spent a lot of time initially investigating trust establishment and management and chose NZ Trustee Services. They are always helpful especially Bryan Ivamy. I recommen ... more

Amazing service especially as the communication is between NZ and the UK. Thanks

Positive: Professionalism, Quality, Responsiveness, Value

Darcy was great to deal with. Very knowledgeable and helpful.

Cheers to Mario for sorting out my KiwiSaver and guiding me through transferring an Australian superannuation product back to nzl. Very knowledgeable and insightful. Made ... more

Overall easy process in setting up EPA's online for elderly parents. However an employee in the Whangarei office gave erroneous information to my very elderly parents, ca ... more

Gary is an absolute weapon when it comes to insurance and he knows his product inside and out. Never felt more at ease knowing I will be well looked after should anything ... more

Excellent Service! Would thoroughly recommend Danielle to anyone looking at investing or bringing over pensions from other countries. I recently used BWT Financial Ltd ... more

These guys were very knowledgable and professional. They helped me in setting up my investment - I wanted a socially responsible one and they looked after this for me and ... more

Positive: Professionalism, Quality, Responsiveness, Value

well organised help in a short time

Awesome team at Morfin! Highly would recommend speaking with Mike if you are considering getting life insurance, very cost effective and willing to go the extra mile for ... more

A very pleasant journey on making my will. It was a very easy thing to do. Much easier than I thought. A very professional team that I dealt with. Would recommend them to ... more

Jo always makes business easy regardless of the complexity of the situation. I would recommend using Jo as your advisor.

absolutely great customer service from Tony! Loan was so fast and approved and got me the car i love. Thank you to you and your team

I've always been impressed with both the transparency and commitment of this company. Their level of involvement goes far beyond mere financial advice and they genuinely ... more

Very knowledgeable insurance brokers and a great bunch of ladies. Sooo much better than lifedirect or some other random telemarker calling you that just wants their commi ... more

I might give an even lower score if there were one. I invested with NZ Funds for five years with the expectation of good return under the so called professionals. What I ... more

Very helpful and friendly service

Positive: Professionalism, Quality

Positive: Professionalism, Responsiveness, Value

Was really good and I had my home loan and all insurance etc . Seems the good stuff must have left. Current person I spoke to really dropped the ball and does not care t ... more

Service provided recently wasperformed efficiently and promptly in terms of arrangements. Upon completion I felt confident with service and advice.

From the bottom of my heart I would like to say a big thank you to Apii and her team for helping me and my little family out from last year till today when we really need ... more

Im not recommending these advisers base on my own experience. They are so nice when they sale the insurance or other financial services but when you need them later on, e ... more

Very informative and helpful staff. They made the process of obtaining a will very easy.

Positive: Professionalism

Public Trust provided an excellent service. It was easy to book an appointment (and the appointment was on time), my questions were answered well and the price reasonabl ... more

Great company to deal with, would recommend!!

Poor communication, they don't answer phone calls or emails.

NZ Funds Is Ia Toatal Fraud Promised 107++ % return by their agent at business insurance i have lost over a quarter of my retirement money by entrusting these sca ... more

Public trust invercargill was one of the worst experiences I've had in my life. They tried to over charge the estate in fees by thousands. When I said I'm getting my la ... more

Time will tell.

Since my father in law has past, the Public Trust has been amazing giving us full support and information every time we emailed. Kerry of Nelson Public Trust is amazing a ... more

Positive: Professionalism, Quality

Very nice people there. Very accurate in solving difficulties. Great help if needed. Highly recommended!

Very helpful and straight forward site to use.