Reviews of deVere New Zealand. (Financial Consultant) in Auckland (Auckland).

deVere New Zealand

76 Reviews

54 Comments

Financial Consultant

Financial consultant

Level 1/1 The Strand, Takapuna, Auckland 0622, New Zealand

Description

Information of deVere New Zealand, 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%!

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Open hours of deVere New Zealand

Reviews of deVere New Zealand

A. D. F.

Sean took me step by step through the process of transferring my pension, the pros and the cons, so I could weigh up my decision with no pressure to do so. The communication throughout the whole process was fantastic and I would thoroughly recommend his services.

V. A.

As a returnee from many years in the UK I was not sure how to arrange for my pensions to be returned. Jamie took me through every step of the process. I was delighted with the outcome and would recommend deVere to anyone.

P. L.

I worked with Sean to get my pension sorted in the UK - very helpful and really appreciated the advice. Couldn't recommend them more.

A. T.

I worked with Chris Huneidi and Sean Clark to get my UK pension transferred back to NZ – something I didn't think I would ever get round to doing and wouldn't have had I not been contacted by Chris. Chris kept in touch with regular updates and passed me on to Sean when the details of the pension came through. Sean was great in keeping me informed and explaining each step of the process. They also helped me to transfer my Kiwisaver into a much better performing fund than the one I was in. I can't recommend deVere highly enough, they're knowledgeable, super helpful and passionate about what they do.

L. P.

I first dealt with deVere while living overseas, and always received great service. Having returned to NZ, I continue to receive amazing service from Sean. I know my investment is in good hands. I have also changed my KiwiSaver over to Booster, and am absolutely thrilled with how it is growing!!

M.

Since having Jamie at Devere, Auckland manage my investments I've always felt in good hands. He's available at anytime to discuss my needs or concerns regarding my funds. Very professional service from both Jamie and the entire team.

S. T.

I've been dealing with Sean Clark from deVere New Zealand for the past 6 months and can say that I would 100% recommend getting in touch with this company. They haven't missed a beat since I've been with them and they are so good with response times, communication, breaking down information and relaying it in a understandable way. Definitely give them a go if you'd like to have a go at investing and are looking for a bit of guidance.

S. M.

Needed to get my Kiwi saver into a better scheme. I was referred by a friend that DeVere NZ could assist. Made the whole process simple and easy. Very nice people to deal with and would highly recommend them.

J. S.

100% recommend deVere NZ. Sam contacted me through LinkedIn - a smart initiative. I had for many years looked at bringing my UK pension over to NZ but couldn't quite find the right or easy advice. Sam and Sean took care of the whole process hassle free within just a few weeks - all sorted. They took the time to come and see me and took care of all the paperwork. We have also gone on to focus on retirement planning and investments. A complicated task made so easy. Thank you

N. H.

Can't rate this company highly enough. I worked with Sean Clark and Josh Bartram. Excellent advice from both, fast and efficient service. I have referred others to this company. I genuinely feel they have your best interests at heart in giving you advice. They are quick to respond to requests and I would highly recommend this company and Sean and Josh to assist you with your financial services.

I. S.

Reece and Chris did a great job of helping me sort out my UK pension. Then worked with Sam to sort out my local kiwisaver arrangements and develop a much smarter plan. When it comes to pensions, unless you are already an expert in that field it pays to seek professional advice......it could save you thousands in the long run. Thanks guys!

r.

Sean and the team were very supportive in helping me transfer my UK pensions. They provided a great service with regular communication and updates. I particularly appreciated the clear way in which Sean explained the the process and the implications of my options. I felt that the team went out of their way to support me making the process as easy as possible.

L. B.

Sam has assisted my partner and I with our Kiwisaver and I am so thankful he got in touch with us. Not only is he happy to talk outside of business hours, his knowledge is exceptional and I can confidently say anyone looking for help with their investments or Kiwisaver - get in touch with him, you will not regret doing so. One thing I would I wish we got in touch with him earlier.

L. W.

Sean Clark helped to move my families Kiwisaver to more appropriate funds. He was very helpful and professional when I had verification difficulties and would thoroughly recommend Sean and the de Vere group.

N. Q.

I recently moved my KiwiSaver into a new investment portfolio under the guidance of Sam Wheeler-Brown from deVere. Sam took the time to explain the in's and outs of Kiwisaver in a way that I could understand, enabling me to make an informed decision based on my current needs and future goals. His approach was informative, friendly and professional and I'd highly recommend him to anyone looking to make their Kiwisaver work harder for them.

S. R.

For someone who knows close to nothing when it comes to banking and Kiwisaver, I was very lucky to have Sam Wheeler-Brown practically hold my hand through the whole process of changing over my Kiwisaver account holder. Sam is very patient, very understanding and also just a nice human to have a conversation with on the phone. 10/10 would recommend.

M.

Jamie does a great job looking after the clients I refer to him. Down to earth and gives really good advice. An easy referral as I know he will look after my clients.

D. H.

Awesome service! Sorted me out with my kiwi saver in quick fashion and got me onto a great plan for it! Ontop of that they get in contact ever quarter or so just to check in, see how its all going, and if they can help in any other way!

R.

Chris and his team organised the transfer of my UK pension with minimal fuss. They were professional and helpful (even when I messed up part of the paperwork). Their advice was top notch and I'd recommend them without hesitation.

D. T.

Would thoroughly recommend. Sam Wheeler- Brown was professional and very helpful throughout, especially when he called my insurance company back in the UK at an out of hours office NZ time (NZ evening) as they (UK insurance co) were frustratingly difficult to contact and deal with

R. G.

Sean was great to deal with when transferring my UK pension to NZ. Explained things in a way that a non-financial person could understand. I was really close to the cut-off for the transfer window when applying, but he got it through in time so I didn't have to pay the tax :) Would recommend their services

J. B.

From our very first meeting i was impressed with Seans professionalism, honesty and clear advice. He is a strong communicator, always friendly, knowledgeable and was always willing to go the extra mile for me. I have no hesitation in recommending Sean & deVere NZ

S. D.

deVere NZ helped me transfer my UK pension effortlessly. Not only that but now they are helping me to organise my financial future so that I'll be comfortable when I retire. I feel that deVere are extremely helpful, knowledgeable and enthusiastic.

J. M.

Jamie provided excellent service. We talked through what was best for our situation and put in achievable goals. The quarterly catch us is very informative and useful.

M. C. S. L.

I found working with Sam very helpful. He helped me through every step and kept me well informed. Very pleased with the service I got from Sam and would highly recommend him to anyone looking at changing their kiwisaver scheme 🙂

W. G.

The team at Devere are always available for a call. They helped me out with my Kiwisaver and the provider they recommended recovered from COVID much faster than anyone else I know.

A. T.

From the first moment of contact the service from Devere has been exceptional. Always available to answer questions and provide further information. Highly recommending their service to other friends and colleagues from the UK working and setting up a life in NZ. Thank you!!

D. S.

I've had great service from and experience with deVere. They made transferring my UK pension a breeze. Thanks to Jamie and team. I highly recommend them.

j. l.

The team at Devere and Sam Wheeler-Brown are great, easy to deal with and generous with time. Sam knows his stuff and regulatory checks in with me to understand changes of circumstance and updates me on the markets.

M. C.

Huge thanks to Chris and Reece based in Takapuna. They made what at first seemed impossible to achieve become a reality. And it was so easy. I highly recommend DeVere and the Top Team at Takapuna.

A. A.

I have to thank Sean and the team for bringing my UK pension to NZ. Provided great advice and a fantastic service

M. S.

Would just like to thank Sean and the team for a 'painless' transfer of my UK pension. The advice, service and communication was excellent and I'd have no hesitation in recommending Sean to people I know. Thanks Sean

M. W.

Sean helped with investing and with my Kiwi Saver. Professional and quick with information gathering. Awesome guy

L. B.

Jamie has been great - always my first point of call for advice and have sent clients to him that are always happy.

M. F.

Sean provide us with excellent advise and support. We apricated working with him on a regular basis.

s. a.

Friendly and helpful-always get back when promised. No hard sell, just good advice. Retirement and KiwiSaver management 10/10.

M.

Dealt with marine who kept me up to date every step of the way during the process of transffering my uk pensions across to nz. Felt like i was treated with honesty during the process and everything explained to me.

E. C.

Thanks to the team – Chris and Reece have been great to deal with and I’m really happy with the outcome of my pension transfer.

P. F.

The team at DeVeere laid out the options and explained them clearly at the start. They kept, me informed of progress at all stages. Everythuing went as planned, with minimal effort needed from me. Excellent work.

C.

Reece Fallaize made the process beautifully clear and understandable. But the absolute star of the show was Marine Pacotte - who is an admin machine and chased things up with jack-russell terrier persistence and efficiency! These folk were a pleasure to do business with.

G. D.

I met and engaged with Charlie Whitmore and William Heather over a proposed UK Pension transfer to NZ

A. G.

Thanks Sean Clark for switching me over to booster kiwi saver, very happy with the results so far.

G. S.

Great service for my Kiwisaver with deVere, regularly check in with me and the returns are great.

T. K.

Great company to deal with, I dealt with Sean there and he made everything very simple and stress free. Would highly recommend!

D. K.

Highly recommend. Great service and they made a pretty elaborate process very simple for me. Thanks Sean!

N. G.

Very professional service and made the whole process of transferring pension easy!

o. b.

Fantastic advice on NZ pensions, thank you deVere for making this whole process easy to understand, and beneficial to me!

A. G.

Great service from Sam. No hard sell, really informative and holistic approach. Thank you so much.

D. O.

Jake and Jamie made the whole process simple and easy, would recommend.

M. T.

Its great working with Jamie and David. They make the whole process easy. Recommended.

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