Below is a list of the top and leading Financial Services in Auckland. To help you find the best Financial Services located near you in Auckland we put together our own list based on this rating points list.
Auckland’s Best Financial Services:
The top rated Financial Services in Auckland are:
- Yg Financial Services Limited – with experienced and qualified financial consultants
- Lighthouse Financial Services Auckland – a trusted financial services company
- Zenith Financial Group – offers financial planning and advisory services
- Eightfold Financial Services Group – reliable and cost-effective financial solutions
- Vision Financial Management – Auckland’s best wealth managers
Yg Financial Services Limited
Yg Financial Services Limited has earned the trust and favour of the Auckland community with its reliable and excellent services. The financial service company has impressive qualifications and 15+ years of industry experience. They offer advisory services to both private and corporate clients. The initial step includes a consultation session with their financial experts followed by a review of their current insurance needs and desired policies. And lastly, their expert recommendation comes in which takes into consideration the preferences and goals of the client.
Products/Services:
Personal Risk Insurance, Business Insurance, Group Schemes, General Insurance, KiwiSaver, Travel Insurance, Commercial Insurance, Pet Insurance
LOCATION:
Address: Unit6/33-35 Apollo Drive, Rosedale, Auckland 0632
Phone: (427) 432-1454
Website: www.ygfs.co.nz
REVIEWS:
“Yang is very professional and gives professional advice based on my situation. Always respond very quickly. Highly recommended!” –Solanda Chen
Lighthouse Financial Services Auckland
Lighthouse Financial Services Auckland offers various products and services that can help Kiwis enjoy a comfortable and worry-free life. Among them are their financial advisory, accounting assistance, and lending services. All clients are given simple and reliable advice that would help them become closer to their goals. Their team of financial professionals provide in-depth customer support services whatever the client’s goals are. They offer financial planning, wealth management, and protection plans for families and investments. The investment advice service, on the other hand, tackles various investment opportunities like bonds, shares, investment funds, and unit trusts.
Products/Services:
Accounting, Mortgages, Trusts, Property, Wealth
LOCATION:
Address: 41 High Street, Auckland CBD, Auckland 1010
Phone: (493) 204-947
Website: www.lighthousefinancial.co.nz
REVIEWS:
“We would highly recommend James and the team at Lighthouse Financial Services Auckland. James was really good and listen to what we were wanting to do and came back to us with a plan on how to do it. James has a professional approach and was very knowledgeable when we asked him questions on how best to get our money to work for us. We would highly suggest using James so much that we will be defiantly going back to see him. Thanks, James.” –Rowan Tumai
Zenith Financial Group
Zenith Financial Group is part of a popular financial consultancy company that covers the advisory and planning needs of the entire country. They are situated in Auckland, New Zealand where they guarantee expert financial services delivered by their licensed financial advisers and professionals. Their income protection service studies the client’s lifestyle and recommends the best course of action to be undertaken to protect their source of income. Business protection service goes deep into the accounts, assets, and possible losses and damages of a business and tackles possible risks that may hinder its growth.
Products/Services:
Insurance: Family, Business, Income
LOCATION:
Address: 402A Titirangi Road, Titirangi, Auckland 0604
Phone: (480) 093-6484
Website: www.zenithfinancial.co.nz
REVIEWS:
“It was just sheer luck that we were introduced to Zenith Financial Group and Scott Palmer, but Scott has truly gone above and beyond for my husband and me, keeping us informed and in the loop at every moment. I’m so happy that we have been made aware of Zenith as I don’t have any hesitation in recommending them or Scott Palmer or using their services again.” –Teryl Tumai
Eightfold Financial Services Group
Eightfold Financial Services Group assists home buyers and business owners in obtaining the perfect financial plan that would make them closer to their dreams. Homebuyers would benefit from their comprehensive mortgage solutions which are developed with considerations of various risk factors. The team behind Eightfold Financial Services Group in Auckland, New Zealand has expert knowledge on current banking systems and their possible effect on the client’s mortgage application. From here, they will give honest advice that also includes alternative recommendations. Another financial service offering of the company is the business owner assistance programme that aims to minimize risk and maximize a business’s potential.
Products/Services:
Loans, Insurance, Financial Advice
LOCATION:
Address: 100 Mayoral Drive, Auckland CBD, Auckland 1010
Phone: (480) 088-1886
Website: www.eightfold.co.nz
REVIEWS:
“We had amazing service from Eightfold. Ali was extremely knowledgeable, quick to respond, and so easy to deal with – nothing was a problem. The mortgage Ali arranged was better than we ever expected. Ali took care of everything and made this such a painless experience for us. Highly recommend.” –Kathryn Grace
Vision Financial Management
Vision Financial Management is a well-known financial service company in the Auckland region of New Zealand. They offer financial advisory services on retirement planning, wealth management, insurance, Kiwisaver, and mortgages. The local business has been operating for 25 years and has helped many domestic and commercial clients within the Auckland and Waikato region. It was established by Michael Beuvink, a highly qualified financial adviser and was later on joined by his wife Andrea. Individuals who want to grow their money should book a consultation session about their wealth management programmes while those interested in comfortable and hassle-free retirement should provide queries about the retirement planning service.
Products/Services:
Wealth Management, Insurance, KiwiSaver, Mortgages
LOCATION:
Address: B/129 Onewa Road, Northcote, Auckland 0627
Phone: (494) 195-440
Website: www.fsal.co.nz
REVIEWS:
“Amazing staff. Reliable and honest financial pros.” –Ruther Hardings