Reviews of Cave Financial Consulting Ltd. (Financial Consultant) in Auckland (Auckland).

Cave Financial Consulting Ltd

41 Reviews

40 Comments

Financial Consultant

Financial consultant

1D Roberta Avenue, Glendowie, Auckland 1071, New Zealand

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Description Map Open Hours Reviews Contact Photos

Description

Information of Cave Financial Consulting Ltd, Financial Consultant in Auckland (Auckland)

Here you can see the location, open hours, popular times, contact, photos and real reviews done by the users.

This place has good reviews, this means that they treat their customers well and you’ll feel great with their services, recommended 100%!

Map

Open hours of Cave Financial Consulting Ltd

Sunday

Closed

Monday

8:30am–5pm

Tuesday

8:30am–5pm

Wednesday

8:30am–5pm

Thursday

8:30am–5pm

Friday

8:30am–5pm

Saturday

Closed

Reviews of Cave Financial Consulting Ltd

The team at Cave Financial are absolutely awesome, they way they handled our loan application was undoubtedly brilliant. Michael and Val …….. what a team, communication, the updates, the work that went on behind the scenes that we’ll never see, just wow! Would we recommend them??? Well that’s a big thumbs up from the Hooper’s!!! Totally 💯 per cent. Well done team, we can’t thank you enough for the work you’ve done for us. 👍 Al n La.

Mike has been instrumental in getting our mortgage refinanced with another bank that has really worked in our favour. Next on the list is our KiwiSaver and have already entered into discussions with Mike on this. Apart from being incredibly professional and knowledgable, Mike is very approachable and I never feel pressured. His staff Val and Karen have been amazing too!

Cave Financial have given us excellent advice on both our KiwiSaver and Investment Property Portfolio. I highly recommend Michael and Team. They're helpful, friendly, explain things making it easy to understand and walk you through every step of the process. Highly recommended!

Michael has helped me to have a good look at my money situation. I finally have clarity on what I have and what I can do for my future. He is very professional in his approach and made it easy to help me understand what options I have available. I highly recommend to go and have a chat to Michael about your money!

Cave financial and his team have been the absolute back bone of not only my business but my family’s future. I have so much respect and trust for your team Michael. I’m so great full to have your full support and feel secure with your values and guidance. I would highly recommend Cave Financial to anybody wanting peace of mind. 10/5 service!

Michael and the team have been integral in educating and steering my finances in the right direction through KiwiSaver and selecting a managed fund tailored to my specific financial goals. Michael is always happy to pick up the phone and give great advise when you need it most. Thanks team!

Needing help was Scary, but Michael and his team made everything go fast and efficient. Nothing was to much and great care was taken. Thank you so much for all that you've done. Thank you very much for your help and support. I cannot find sufficient words to tell you how much I appreciate your kindness. Your kind and caring heart have meant so much to me in my time of need. Thank you so very much.

Cave Financial took over my KiwiSaver fund last year and recommended I go to Milford Asset Management. I have made the move through Cave and changed my fund type. Since then my KiwiSaver has grown substantially. Great advise and awesome to deal with!

I have had the opportunity to work alongside Michael for the last 10 years. If you are looking for a financial advisor who carries I high level of integrity and is knowledgeable in his field then I do not believe you would find someone better than Michale to work with.

Will Chopping from Cave Financial Consulting Ltd gave us excellent lending advice. He was honest and straight forward and we really appreciated having someone to talk to the banks on our behalf. He took away the complexity and apprehension of knowing what to do. Highly recommend!

I had an amazing experience with Cave Financial whereby Will Chopping did all the hard work in swapping out my Kiwisaver to a more profitable one. He information was spot on and I couldn't have wished for a better service. Thank you Will and the team.

Michael provides exceptional services and has been my family's personal insurance advisor for well over 15 years now! Scheduling regular reviews to ensure we are not OVER or UNDER insured on our Policies. I have highly recommended Michael to our friends and family over those years and will continue to refer his services to anyone who is looking for life insurance or general financial advice. Regards Jeff Watkins

Michael and the team at Cave Financial are amazing! 100% Professional and very helpful. Highly recommend.

William Chopping provides a very broad financial astuteness and consults in a clear, uncomplicated real world manner - Will was able to give me sound advice on my future Kiwisaver plans and further reinforced my view that he's a valuable person to have around when making key financial decisions. I would happily recommend Will's services. Cam Taylor

Michael was very patient to my small questions and he has been really helpful in setting up my goals and choosing the right financial products. Looking forward to working with him in long run.

Michael worked with us to review where we are at financially and plan for the future.( We are at the later end of our income earning stream) He successfully renegotiated lower mortgage rates with our bank which is a great start. We will now work with him to best invest what we have including a review of our current Kiwisaver options. Everyone there is a pleasure to deal with and we have had some sound advice in the past as well, so we look forward to the next step.

Michael and the team at Cave Financial are the best! Completely professional with great advice. Highly recommend.

Michael did a great job of sorting through all my financial requirements and goes the extra mile to get all the fussy insurance details sorted which I really didn't have time to do. He communicates well and goes into bat for you if you ever need to claim things from the insurance company. A great guy to have on your team. Highly recommended!

I consulted with Will Chopping in regards to my kiwisaver. He gave clear concise advice, was very personable and made the entire process easy. It was a simple decision to make and Will made it that much simpler.

I've been a customer with Cave Financial for nearly ten years now,. They are excellent to work with - always quick to respond, great advice, really good insurance options and pleasant to work with. Highly recommended.

Great advice and service. Was very pleased to see the results of my last KiwiSaver statement having entrusted it's care to Michael and Cave Financial Consulting. Wish I'd done this sooner.

Will Chopping helped me out and was really great with his class advice for KiwiSaver, he made it very easy for me to sign up. 100% recommend him!

I don't do anything with my insurances without talking to Cave Financial first. I know they always have my best interests at heart and will pull out the stops to make things easy for me. They're also really fast - so important when you're having to make big decisions about buying a new home or car.

A great onboarding service with Cave Financial. Will was extremely professional and understood my concerns. A solution based advisory firm!

I’ve appreciated Michael’s warmth and availability/generosity of time to chat through different ideas.

Review from Thada Chapman: "I was very impressed by the éxtra mile” Mike Cave went to when I recently had a health scare. Not only did he confirm I had policies in place but he also followed up and asked me how I was doing. That was such a nice, caring thing to do and was most appreciated. Thank you Mike. I can highly recommend your services."

I can hightly recommend Micheal and his team at Cave Financial. Very professional and gives practical advice.

Cave Financial is so great to work with. Very wise advice and flexible with meeting times and places.

Michael Cave has given me excellent advice and service over many years, and this has given me the confidence to make good financial decisions for myself and my family.