Call to Enquire

09 306 5820

    What Our Clients Have To Say

    Client Testimonials 

    "I would happily recommend Kim Gallie to anyone who is looking at a new mortgage, refinancing or just restructuring their current loans.

    I have worked with Kim now for 3 years during the purchase of two properties and she has been outstanding.

    As well as new purchases we have also been working hard to pay of our own home loan, Kim has helped immeasurably in helping us get the best deals from the banks and find the best split of fixed / floating and flexi loans to best assist in that process. She has helped us fast track our goal of a mortgage free home and saved us money in the process.

    She  is definitely an expert in her field. Prompt to reply to inquiries no matter how small and always on the case working hard to get the best deal.

    Kim is someone you want on your team !!!"

    S. Forrest, Auckland

     


    Thank you all very much for the help you have given us finding & building our rental property in Hamilton. The process has been very smooth, with excellent communication.

     

    This has been a great step forward on our financial journey. We have found GJ Gardeners to be very easy to deal with, and their tradies were efficient & knowledgeable.  Thank you to you all.

    Fiona Wylens, Auckland

     


     

    I would like to take the opportunity to say a very big thank you to the wonderful team at Wealth Works for assisting me in my financial life. I appreciate all your time, encouragement and advice. It has definitely helped me. 

    Merina, Melbourne


     

    Wealth Works offer and professional, easy to understand services and can be trusted.

    I used Wealth Works' services for both a new build, coordinated through Wealth Works and GJ Gardener. I accepted a true fixed build contract, and that is exactly what it was - a fixed price with no surprises. The ease in buying the land right through to the completion of the build was second to none. 

    I chose to use Wealth Works for my property management services given the truly wonderful experience I had through the build, and a tenant was located almost immediately, with a fixed tenancy for one year in place without blinking.

    If you are looking to take the stress out of finding a new investment property, or wish to look at building, I would highly recommend talking to Amy at Wealth Works.

    Thank you to Amy and Sarah for your genuine care taken, and accurate service delivery.

    I look forward to working with you again.

    Rod Schubert, Auckland 


     

    I just wanted to thank you all for your patience, time and expertise in helping us make this step. I know there have been numerous questions, and you have responded professionally, in a timely and helpful manner. We are excited about this journey.

    Scott Mansell, Auckland



    Before trying Wealth
    Works I thought financial advice was for the rich. As it turns out, I should have contacted these guys years ago.

    Apart from the personable and friendly interactions, they’ve provided me with invaluable information & advice about Kiwisaver, insurance and other investments. They made sure I fully understood what I was looking at the whole way through and I have been more than comfortable making decisions based on the advice they’ve provided to me and my partner.

    I totally recommend Wealth Works to anyone and I will certainly continue to use the services provided by Wealth Works.

    Jessica Attwood, Hamilton



    It is our pleasure to recommend the team at Wealth Works Ltd to anyone who is serious about their short, medium and 
    long term financial future, including those who have no knowledge or are cautious about financial matters and the possibility of property investment. From the very beginning we were treated with sincerity and respect, even though we were very much novices in this arena. Taking the simple step of having a confidential Financial X-Ray, allowed Wealth Works to provide a true appraisal of our financial position and offer sound, practical advice. Every circumstance is different and they are happy to work at a pace that best suits the individual. We were so impressed that we have already put some of our friends in touch with Wealth Works. Our friends called us to echo the same sentiments noted in this recommendation. First class in our opinion.


    Mark & Anita Glover, Auckland
      


    Wealth Works Ltd provides excellent and proactive services as a one-stop-shop for personal wealth planning and protection. The friendly and good-natured team provides a wealth of experience and trustworthy advice, without the pressure or hard sell. The team provides helpful tips on how to build on your personal wealth and focus your personal goals for an enjoyable lifestyle in retirement. Thanks to the teamwork and services provided, financial planning is made easy and stress free!

    Peter Bonkovich & Janet McDonald, Auckland
      


    As with all major investment opportunities, having the right information to base your decision on is imperative from the outset. Since becoming clients of Wealth Works we have been given sound advice on our investment options, which has put us in a position to be able to extend our portfolio into the purchase of another investment property. Throughout the whole transaction our hands on involvement has been minimal. Wealth Works have been totally involved in every facet from arranging finance, solicitors, bank accounts options on insurance, property management and dealing with our accountants. A very impressive service. They have acted with integrity and been totally transparent throughout the negotiations and their professionalism, dedication and drive is outstanding. I'm sure we will have a long and fruitful relationship with the entire Wealth Works team.

    Barry Morris and Maralyn Stevens, Auckland


    My whole Wealth Works experience to date has been fantastic. I have been impressed with how they developed a plan which was perfectly suited for my investment preferences. They walked me through my first investment property purchase and I still can't believe how flawless the process was. The house they found was fantastic and a tenant was secured exactly when planned. So far things seem to be coming along better than I could have hoped. Even now I am still impressed by their ongoing interest in the property and my financial plan. Thanks Wealth Works! You've been great and I am definitely recommending you to all my friends!

    Jenson, Auckland
        


    At the beginning of the year I was in a situation where I found myself wanting to make my money work for me better than just by putting it in the bank. I was comfortable but wanting to go forward in my life and I was wanting something more than just ok. With the advice and professional help offered to me by the team at Wealth Works I now not only have a more secure financial future but I also have a new found goal to work towards. Wealth Works showed me how my hard earned money can work for me by using it in a clever way where it doesn’t just sit in the bank but is used to create wealth. I would not have had the insight, knowledge or confidence to go ahead with this without the assistance and guidance of the professionals at Wealth Works.

    Jason Renau, Auckland
         


    The team at Wealth Works provide an excellent service and the team took a friendly personal interest in us from the start. Wealth Works have provided brilliant, timely, responsive communication and assistance in a friendly, personal and welcoming manner, and this made what can sometimes be an intimidating business much, much easier. Absolutely no complaints and no disappointments, they most certainly have our personal recommendation.

    Dean & Joanne Jorgensen, Auckland
      


    I found the whole process and set-up very professional and everything was covered in depth to give me maximum potential for my money. Wealth Works certainly gets my vote for efficiency.  I worked for a bank for 32 years and I can't get them to provide anywhere near the level of service that Wealth Works provide.  I will certainly be recommending your services to others.

    Alan & Janet Nicholson, Auckland
      


    Thank you so much for all of your help.  We think Wealth Works are wonderful and will be recommending any friends who want to apply for a home loan in New Zealand.

    Jon Zinsli & Deborah Boyd, Australia
      


    I am very pleased with the services provided by Wealth Works.  They portray a professionalism that gives me confidence to trust them with financial advice and decisions.  This advice is critical for me to manage my funds as I have very little knowledge and time to spend in this regard.  As they have provided all the expertise to manage my funds successfully I definitely would not hesitate to recommend them to anyone looking for financial assistance.

    Brent Piggot, Auckland
      


    We have been seeing Dave Lucas on at least an annual basis for the last 3 years, during this time he has helped us to implement important insurances, and assisted us with budgeting and planning with our goal being to save towards investing in the property market.  Earlier this year we again met with Dave to review our financial position, and to discuss purchasing our first investment property as we had managed to save enough for the deposit.  He passed us on to Amy who could not had made the process any easier! Amy already had a property lined up with us in mind, she had negotiated with the vendor on our behalf, took us out to view the property before it was finished, arranged for inspections, valuations, transfers of building guarantees, property managers and reviewed mortgage options for us. Our finance was approved, we completed a final inspection with Amy, settled on a Thursday and tenants moved into our new investment on the Friday. Amy was with us very step of the way, answering our questions, following up on our behalf and going above and beyond making the process as stress and hassle free as possible.  We are very happy with our new investment, and are looking forward to continuing our relationship with Wealth Works, investing in more property and having them there to help us with financial decisions in the years to come! 

    Tony Walker & Kayley Moore, Auckland
      


    I have been meeting with Dave Lucas of  Wealth Works for more than a few years now and have found his financial guidance and advice to be realistic, beneficial and current with market trends.  The Team at Wealth Works Ltd have always provided a friendly, approachable and professional service so I never hesitate to pick up the phone no matter how small the query.  I am very enthusiastic and excited about my future goals and aspirations which I know will become a reality with the continued advice and support of the Wealth Works team!

    Kim Traill, Auckland
          


    Wealth Works services were recommended to us by an existing client, and true to their word their level of service has been truly outstanding.  We too will be recommending Wealth Works to anyone else needing a hand.

    Vince and Maureen, Western Australia
      


    We have been very impressed with the services provided by the team at Wealth Works Ltd and their professionalism during the purchase and building of our investment property.  They made the selection of the property easy, showing us the properties that best suited our needs, and provided us with extensive information regarding rent potential, population, demographics, resale, amenties and what our potential capital gain would be.  The builders and contractors were all arranged as well as the finance with the facilities for downloading progress payments and the most advantageous loan structures. The selected building company (GJ Gardner, Papakura) unrepentantly went into receivership, with out them having paid the deposit insurance, Wealth Works negotiated the transfer of the contract to another Franchise without any extra cost to us.  We were kept fully informed throughout the whole procedure and never had to worry once.  Throughout the building period we were kept up to date with regular progress reports and were informed when progress payments needed to be made.  When the project was near completion, property managers and rental insurance were arranged for us.  On a separate project, we decided to sell our home and purchase a new home.  Wealth Works arranged the extra finance we needed and gave us helpful advice. In conclusion, we both agree that services provided by Wealth Works Ltd have been amazing.  The whole team makes us feel more like family than clients.

    Denzil & Debra Ariss, Auckland
        


    Many thanks for the advice Wealth Works have given us over the past 3 years. We are feeling very positive about the decisions we have made and the quality of advice you have given us. It is always a great pleasure to interact with you. 

    Andrew Codling & Janet Yielder, Auckland
      


    We would like to take this opportunity to thank you for presenting to the Women Accountants Special Interest Group members. We appreciate the time and resources you have invested into making this presentation and greatly value the contribution that you have made to our group. 

    Chair, Women Accountants Special Interest Group, Auckland


    Amy, Craig, Kim and the rest of the Wealth Works team have been absolutely invaluable in my journey towards property investment and owning my first ‘home’!  As a complete and utter novice in all matters of investment, Wealth Works have provided me with their knowledge and guidance to get me onto the ladder and making smarter choices about how to invest my savings and plan for my future. I quite simply couldn't have made it this far without the team, and thoroughly recommend their services to anyone looking for sound and expert advice in this area.

    Stephanie Parkinson, Auckland
      



    I thought that going to see a financial adviser would have gone over my head and I would be talked down to. Well I was totally wrong! You were so easy to talk to and it felt like you were on my level the whole time and there was no judging You explained everything in detail, so it was easy for me to follow and you listened to what I had to say. Both my sisters have been to see you already and I can see why they are also singing your praises! It was great meeting you and having a few laughs along the way too! 

    Anna Kiely, North Shore, Auckland


    Wealth Works have been very helpful and patient with me, and I have learnt a great deal throughout their process. I feel much more secure and confident with my finances - which is always a great thing

    Kirsty Raubenheimer, Auckland


       Feel free to contact us to discuss how we may assist you in achieving your financial and lifestyle goals today. 

     

     
    © 2008 Wealth Works Ltd  www.wealthworks.co.nz
    Website Design by Labyrinth Solutions  |  Content Management by Contegro