★★★★★ 4.9 rating on Google

Upmeet
Sodhi

Registered Financial Adviser · FSP 250405

Independent Financial Adviser helping New Zealand families with insurance, KiwiSaver, and home loans. Based in Palmerston North, serving all of NZ.

Upmeet Sodhi, Registered Financial Adviser, Mutual Solutions, Palmerston North
10+ years Independent advice
★★★★★
4.9 on Google Verified reviews
About

10+ Years of Independent Advice

With over a decade of experience, I've helped hundreds of New Zealand families make confident financial decisions. My approach is simple: independent, unbiased advice tailored to your situation.

I'm not tied to any product provider, which means my recommendations are genuinely in your best interest. Whether it's protecting your income, optimizing your KiwiSaver, or finding the right home loan, I take time to understand your goals before suggesting solutions.

Based in Palmerston North but serving clients nationwide, I combine personal service with access to a nationwide network of specialists and lenders.

Google Reviews

What our
clients say

4.9
★★★★★
Rated on Google · Mutual Solutions

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★★★★★

"Fantastic communication and service throughout the process. Everything was handled smoothly, and I'm very pleased with the outcome."

Satish Shinde Google Review
★★★★★

"Absolutely outstanding service! Upmeet went above and beyond to help us with the process of buying our first home. Highly recommend Mutual Solutions to anyone looking for a knowledgeable and caring adviser."

Kirstie Brown Google Review
★★★★★

"Highly recommend Upmeet — he likes to meet regularly and check in, which is a bonus. He picked up on a claim we would have overlooked and missed if it wasn't for him checking in. Outstanding service."

Phillip Prince Google Review
★★★★★

"I have found working with Upmeet seamless. We've had conversations about what our needs are as a family, and he put packages together that met all of those needs. I would absolutely recommend him."

Helen Hagan Google Review
★★★★★

"Upmeet is professional, really supportive and awesome to work with. He understood what we wanted and went above and beyond to find the best solution for our family. Couldn't be happier."

Gayani Gamage Google Review
★★★★★

"We were recommended to use Mutual Solutions from family who were already using their services. Upmeet has been exceptional — knowledgeable, thorough, and always available when we have questions."

Tessa Young Google Review
★★★★★

"I found working with Upmeet at Mutual Solutions to be a pleasant and professional experience. He demonstrated great knowledge and made sure I understood everything clearly before making any decisions."

Iritana Smith Google Review · Jan 2025
★★★★★

"Excellent to deal with, great communication and explained everything in an easy way. Thanks for the help."

Gregory Moss Google Review · Jan 2025
★★★★★

"Upmeet was a pleasure to work with. He is both personable and professional, takes all aspects into account and ensures the best solution to suit your needs whilst keeping you informed at every step. Anyone looking for financial or insurance advice — I would recommend Upmeet 100%!"

Kara Davis Google Review
★★★★★

"If I have to describe the service in one word — AMAZING! Upmeet made our first home buying journey smooth and stress-free. He was always available to answer our questions and guided us every step of the way."

Palak Arora Google Review
★★★★★

"Upmeet is great to deal with — honest, patient and very informative. Takes the time to explain things. Also very efficient. Thanks again Upmeet!"

Jaimee Google Review
★★★★★

"Upmeet was approachable, knowledgeable and confident in giving us advice. He listened to our needs and formulated options to best assist us. He followed through on what he said he would do — I would recommend him to anyone."

Kerry Holden Google Review
★★★★★

"Upmeet was very helpful when I wanted to change my life insurance. We caught up, had a good talk and worked out what I really needed — not an overkill. He listened to what I had to say. Highly recommend."

Maxine Jones Local Guide · Google Review
★★★★★

"Upmeet made setting up our policies a breeze. Very professional, friendly and welcoming — he made what would seem a daunting task a simple and enjoyable experience. Would highly recommend!"

Jack Hildred Google Review
★★★★★

"My insurance and investments required review and Upmeet was incredibly helpful with advice and efficient follow-through to completion. Very approachable and helpful. Highly recommend."

Laura Medhurst Google Review
★★★★★

"Great, friendly, helpful and knowledgeable. Very easy to deal with. Nothing was ever an issue."

Amanda Bright Local Guide · Google Review
★★★★★

"Upmeet has been extremely helpful in providing a service that is custom to our lifestyle and needs. He is very professional in what he does and also very friendly and easy to talk to. Highly recommend."

Travis-Lucy Parry Google Review
★★★★★

"Upmeet gives a great service — he is friendly and explains everything in a way that's easy to understand. We would happily recommend Upmeet and Mutual Solutions Limited."

Janine Shaw Google Review
★★★★★

"Upmeet has been fantastic to deal with and helped us get much better coverage on our insurance. He is very friendly and approachable, explains things clearly, and made the whole process very easy."

Jeff Goodman Google Review
★★★★★

"Upmeet was very friendly, knowledgeable and approachable. We had no idea about what insurance we should go for but he gave us a great understanding and made our decision easy. Would definitely recommend."

Georgia Brunton Google Review
Insights

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Get Started

Ready to Discuss Your Financial Future?

Let's work together to create a plan that works for your situation. First consultation is free with no obligation.

Mutual Solutions Limited (FSP 729871) is a registered Financial Advice Provider. Financial advice is subject to fees and our full disclosure statement.  ·  View Disclosure