Home Financial Services New Zealand Auckland

Top Financial Services Firms in Auckland

Ratings Updated: April 2, 2026

We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust

All Companies Leaders Matrix Pricing Services Guide

Get Matched

1 Leaders 15 Contenders

65 Companies

Country: New Zealand

City: Auckland

List of the Top Auckland Financial Services Companies

Sponsored

Featured

What are Featured Providers?
CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Auckland, New Zealand

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.

See all 7 projects
Reviews mention Communicative
Clients consistently commend CSTMR for their exceptional communication skills, highlighting their structured approach to project management through tools like monday.com and regular weekly meetings. One client noted, 'They provide great communication,' and emphasized the importance of timely inputs for deliverables. The involvement of key personnel, such as Rory H, was particularly appreciated for offering valuable insights and fostering a collaborative environment. Overall, the sentiment regarding CSTMR's communication is overwhelmingly positive, demonstrating their commitment to partnership and clarity.

SEO, Digital Strategy & Content Mktg for Loan Origination Co

4.5 Jun 10, 2024

They provide great communication. We use monday.com for project management and hold weekly touchpoints in a stand-up meeting for half an hour every Tuesday using Scrum style. Additionally, we use emails back and forth when there are questions. Since we had content-related activities, we used Google Sheets for presentations and discussions.
Read Full Review

Read All Reviews

Was this helpful?

1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.
Read 1 Recent Review

Was this helpful?

More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?

View projects from:

Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

Was this helpful?
View Profile Visit Website
Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Auckland, New Zealand

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

See all 2 projects

1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
Read 1 Review

Was this helpful?

Industry Experience

Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
Read All Reviews

Select Industry to see insights

Hospitality & leisure

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
Read All Reviews

Was this helpful?

View Profile Visit Website
NZ US Tax Specialists

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

50% Accounting

50% Business Consulting

NZ US Tax Specialists is a small Accounting and Business Consulting company based in Auckland, New Zealand. Their services include Accounting and Business Consulting.
Read more

View Profile
Citywide Accountants Auckland

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

100% Accounting

Citywide Accountants Auckland is a small Auckland, New Zealand-based Accounting company. Their services include Accounting.
Read more

View Profile
Connect Outsourcing

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

100% Accounting

Connect Outsourcing is an Accounting company. They are located in Auckland, New Zealand and have small team. Their services include Accounting.
Read more

View Profile

Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

Get My Matches

Hughes Judd Accounting Ltd

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

100% Accounting

Hughes Judd Accounting Ltd is an Accounting company. They are located in Auckland, New Zealand and have small team. Their team specializes in Accounting.
Read more

View Profile
Wise Advice Limited

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

100% Accounting

Wise Advice Limited is a small Accounting company in Auckland, New Zealand. The team offers Accounting.
Read more

View Profile
Kinghans

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

100% Accounting

Kinghans is a small Accounting company based in Auckland, New Zealand. Their services include Accounting.
Read more

View Profile
Navin Hira

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

100% Accounting

Navin Hira is a small Auckland, New Zealand-based Accounting company. Their services include Accounting.
Read more

View Profile
Online Accountant

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

100% Accounting

Headquartered in Auckland, New Zealand, Online Accountant is a small Accounting company. Their services include Accounting.
Read more

View Profile
Inspired Accountants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

50% Accounting

50% Business Consulting

Inspired Accountants is a small Auckland, New Zealand-based Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
Read more

View Profile
Thorne Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

100% Accounting

Thorne Accounting, an Accounting company, is located in Auckland, New Zealand. They offer Accounting.
Read more

View Profile
Management Accountants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

100% Accounting

Management Accountants is a small Auckland, New Zealand-based Accounting company. Their services include Accounting.
Read more

View Profile
XA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

50% Accounting

50% Business Consulting

XA is an Accounting and Business Consulting company. Their small team is located in Auckland, New Zealand. Their services include Accounting and Business Consulting.
Read more

View Profile
Rocket Payrolls

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Services provided

50% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% Back Office Outsourcing

Small Accounting company Rocket Payrolls, is based in Auckland, New Zealand. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more

View Profile
Pathfinder Asset Management Limited

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Auckland, New Zealand

Services provided

50% Commercial Financing

50% Financial Advising & Planning

Commercial Financing and Financial Advising & Planning company Pathfinder Asset Management Limited is in Auckland, New Zealand. They focus on Commercial Financing and Financial Advising & Planning.
Read more

View Profile
K3 Legal

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Auckland, New Zealand

Services provided

50% Accounting

50% Business Consulting

K3 Legal is a Business Consulting and Accounting company. They are based in Auckland, New Zealand and have small team. Their services include Business Consulting and Accounting.
Read more

View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches

Previous 1 2 Next

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

In-depth client interviews and ratings
Comprehensive project details
Market presence
Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Kennerley & Co

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 1 Auckland Financial Services Companies

Kennerley & Co

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Ability to deliver

21.5/40.0

16.2/20 Reviews

0.7/10 Clients & Experience

4.6/10 Market Presence

Service focus

70% Accounting

30% Other

View Profile Visit Website
Runacres Public Liability Insurance

$1,000+

$25 - $49 / hr

10 - 49

Auckland, New Zealand

Ability to deliver

7.5/40.0

0/20 Reviews

1/10 Clients & Experience

6.5/10 Market Presence

Service focus

100% Insurance Services & Brokers

View Profile Visit Website
crediflex

$1,000+

$25 - $49 / hr

2 - 9

Auckland, New Zealand

Ability to deliver

6/40.0

0/20 Reviews

0/10 Clients & Experience

6/10 Market Presence

Service focus

40% Financial Advising & Planning

60% Other

View Profile Visit Website
Haven - Accountants, Financial Advisers

$1,000+

Undisclosed

50 - 249

Auckland, New Zealand

Ability to deliver

5.5/40.0

0/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

70% Accounting

30% Other

View Profile Visit Website
First Rate Mortgages Ltd

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

35% Financial Advising & Planning

35% Insurance Services & Brokers

30% Other

View Profile Visit Website
Walker Wayland

Undisclosed

Undisclosed

10 - 49

Auckland, New Zealand

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

25% Accounting

75% Other

View Profile Visit Website
NonBk Ltd

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

100% Financial Advising & Planning

View Profile Visit Website
Smart Adviser

Undisclosed

Undisclosed

10 - 49

Auckland, New Zealand

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

100% Financial Advising & Planning

View Profile Visit Website
DFK Orb360 O' Halloran

$75,000+

$25 - $49 / hr

10 - 49

Auckland, New Zealand

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

40% Accounting

20% Financial Advising & Planning

40% Other

View Profile Visit Website
TAX TEAM

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website
The CRO Guys

$1,000+

$50 - $99 / hr

2 - 9

Auckland, New Zealand

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

20% Accounting

80% Other

View Profile Visit Website
SBA Small Business Accounting New Zealand

Undisclosed

Undisclosed

50 - 249

Auckland, New Zealand

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website
Accounts Services

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website
RightWay

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

70% Accounting

30% Other

View Profile Visit Website
WE Accounting

Undisclosed

Undisclosed

10 - 49

Auckland, New Zealand

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

70% Accounting

30% Other

View Profile Visit Website
Auckland Accounting Services

Undisclosed

Undisclosed

2 - 9

Auckland, New Zealand

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

100% Accounting

View Profile Visit Website