Reviews of Windsor Wealth Management. (Financial Consultant) in Auckland (Auckland).

Windsor Wealth Management

27 Reviews

27 Comments

Financial Consultant

Financial consultant

16 Milton Road, Mount Eden, Auckland 1024, New Zealand

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Description Map Open Hours Reviews Contact Photos

Description

Information of Windsor Wealth Management, 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 Windsor Wealth Management

Sunday

Closed

Monday

9am–5pm

Tuesday

9am–5pm

Wednesday

9am–5pm

Thursday

9am–5pm

Friday

9am–5pm

Saturday

Closed

Reviews of Windsor Wealth Management

Brett and Warrick would have to be two of the most patient, understanding and knowledgeable guys I have dealt with on my journey of home ownership and wealth creation. Without going into my personal details, Brett has been a huge part of my financial journey. Having been a 'latecomer' to understanding and controlling my finances, I have always felt empowered after chatting with them and encouraged to 'go harder' toward my goals. I am so grateful for their expertise and for them being two of the most decent guys you could ever meet.

We used Windsor Wealth Management for insurance. Very happy with the advice and practical approach to recommend us what would be enough cover, but not paying too much. I was disappointed not to be able to go with his recommendations as our circumstances changed in the meantime. We would happily go back to Brett in the future for further advice.

Highly recommend Brett and the team - the quality of advice and approach is just what we wanted - what was right for us rather than what might be cheap but of low value, or expensive and more cover than we needed. Especially like that Brett shares his own story so you know he does this with his own money/family. Great to have investment and insurance advice in one place (and bank lending but we didn't need that). Excellent to deal with: responsive, personable, extremely efficient and takes a long term view.

Brett keeps it simple and offers solid practical advice and solutions. I found him really helpful and calming to work with, which is especially useful for someone who isn't particularly knowledgeable or confident when it comes to their finances. Highly recommended.

After outstanding service from Brett with my insurances I went on to work with Warrick on mortgage advice. Nothing is ever too much trouble. Expert and friendly advice, and great to deal with. Highly recommend.

Brett and Warrick have both been great to work with from the start. Between them both they helped us through insurance policies, changing banks with our mortgage and also has great understanding of the ways of 'The Barefoot Investor' which was an added bonus to us. Everything is smooth and easy with details/pros/cons clearly explained. Brett has always been incredibly responsive with messages, phone calls and Aimee always at the end of an email to sort everything out. Would highly recommend Windsor Wealth

Windsor Wealth Management is a professional, contemporary financial advisory service that delivers on its brand of providing wealth management advice no matter your starting position. Brett, as my financial advisor, has guided me astutely towards a financially healthy retirement. Brett offers sound, practical, relevant financial advice that is responsive to the economic climate of the day and the behaviours of the financial markets. He works with you to assist in achieving your desired outcome within the risk paramenters you set. Brett is engaging, pragmatic, open, authentic, and transparent in his communications. He stays in touch, checks in, listens and informs so you know where you stand and have a feel for what lies ahead.

Windsor Wealth have so far been very helpful in arranging my UK Pension Transfer to NZ and they are currently assisting in finding a Mortgage Deal for me. They are particularly good in communicating progress to me and have always had a positive attitude.

Brett was such a blessing during a very stressful and traumatic time and even though he wasn't our 'official' adviser, the service, advice and support he provided was second to none and, thankfully, a great outcome was achieved. We look forward to working with Brett in the future to ensure our financial future is secure and we will be recommending Brett to our friends and family.

Brett and Warrick from Windsor Wealth Management were great to work with. Helping us to find the best mortgage for us, they took the time to talk to us and find out what our goals and our long term financial plans were. This was our first property purchase and mortgage agreement and they were incredibly helpful (and patient!) with all of our questions. We feel confident we got the best mortgage for our needs and situation and highly recommend Windsor Wealth. They are very professional and responsive - even available during evenings and weekends if we needed to speak to them. It really doesn't feel like a business - more like a team of trusted friends.

I really enjoyed working with Windsor Wealth Management. They helped me purchase my first home and were with me every step of the way. After the property settled they were still willing to answer questions I had. They are extremely professional and hard working. I had the pleasure of working with Brett and Warrick. They would give me regular updates and lots of options. I am still in contact with them today as I get honest, tailored advice.

Brett is amazingly helpful and professional. He went above and beyond to help me secure the best mortgage and has provided informed advice in other financial aspects since. He advised me throughout of the process updates and choices. He has great knowledge of systems in the UK and NZ and is a genuine , pleasant guy to work with.

Bret and Warrick provided us with the most wonderful service when we bought our first NZ home as visa holders last year. They made the process so easy and they were super helpful, particularly when it got tricky. Nothing was too much for these guys and the communication between us and them was second to none. I cannot recommend Windsor Wealth highly enough. Their knowledge of the industry is incredible and they are there to help buyers. We 100% recommend these guys and will certainly continue to use their services!

It has been a pleasure working with Brett, he is authentically passion about what he does and makes it so easy to deal with. Highly professional and responsive on any matter. He has made the process seamless, quick and enjoyable! I highly recommend you get in touch with the team at Windsor Wealth.

Brett was the only broker who took his time to get to know ME and my situation and he adapted SOO well to my constant nagging. He was always professional honest and easy to understand. I appreciated Bretts open discussions and frank and free advice, however hard it might be to hear, his delivery is kind and caring. He offered fantastic ways to achieve my home ownership and thankfully I had followed BFI so was well on my way! Thanks for WWM I was able to my own little slice of paradise with ease and little stress! I highly recommend Brett and his amazing team! He ALWAYS finds the time to reply/chat Thank you Brett

Brett is the best financial advisor we have worked with. We really appreciated his personal approach and he had lots of suggestions and contacts which were really helpful. It was pleasure working with him as he provides valuable and practical advice along the way. I would highly recommend his services to anyone without hesitation. Looking forward to working with Brett in the future. Thank you.

Coming from the UK and new to the NZ mortgage process and housing market we needed a lot of hand holding! Brett and Warrick were responsive, shared their knowledge and expertise freely, and quickly secured us a mortgage with very few conditions – seeing the process through from start to finish. I’d highly recommend them.

We contacted Brett to review our health and life policies. Although we live in different cities meetings by zoom and telephone calls made communication easy. I would have no hesitation doing this again. Brett took time to understand our situation and offered options we had not considered before. His document outlining pros and cons of each option in clear easy to understand language was invaluable. Highly recommend his service.

We are so so grateful to Warrick and Brett for their help in purchasing our home! Warrick kept his hand on the pulse for us throughout the whole process, from pre-approval, through the ups and downs of searching for a house in a tough market, and all the way to the settlement day and beyond. He was very proactive in his approach and extremely reliable, checking in with us and providing regular updates. Above all, Warrick has been so nice to deal with and was more than happy to answer any questions we had. We really enjoyed working with him and the support he provided us throughout the process was awesome! It's obvious that the team at Windsor Wealth love what they do and we look forward to working with them for many years to come. We cannot recommend them highly enough!!

Brett has been really fantastic to deal with. He is a good listener, very down to earth, and with great advice. I am pleased I contacted Brett and would not hesitate in recommending him, he really does provide an excellent service.

Very helpful and to the point. Got the answer I was looking for without entering the minefield of tax and pensions etc. Would definitely use them again.

Brett has been awesome to deal with. We have found him to be very open, honest and helpful with his recommendations. He puts things in such a way that it is easy to understand and you don't get lost in the jargon. We very much appreciated his help.