Go straight to the financial advisers table below
Since July 2011, stricter rules have covered financial planners, brokers, people in banks offering financial advice and others in similar roles.
Advisers have to be one of the following:
- A registered financial adviser, or RFA, who can advise only on simpler financial products, such as insurance, bank term deposits and mortgages.
- An authorised financial adviser, or AFA, who can offer a much wider range of advice. AFAs have to pass exams about finance.
- An employee of a Qualifying Financial Entity, or QFE. QFEs include the likes of KiwiSaver providers, banks and insurance companies. People who work for them can give investment advice, but only on the products offered by the QFE — unless the person is an AFA.
Both RFAs and AFAs are checked for past criminal conduct. They have to act in your best interests, exercise reasonable care, and not engage in misleading or deceptive conduct. If you are unhappy with anything they do, there are several steps you can take, including going to an independent disputes resolution scheme that’s free to you.
An AFA is best qualified to help you find the right investments — bearing in mind your total financial situation and how much risk you are comfortable with.
To check if somebody is an AFA, go to the Companies Office website, and use the search box.
Some AFAs limit themselves to advising on products from only certain companies, while others cover a wide range — which is clearly better. Ask an adviser how many different companies’ products they offer.
Where do you start in your search for the best AFA for you?
My reservation about the “new and improved” financial adviser regime is that advisers are still permitted to receive commissions or other incentives from a financial product provider as a reward for putting clients’ money into that provider’s products. This practice is being phased out in other countries, and I hope we follow suit. There’s too big an incentive for advisers to recommend products just because they pay higher commissions.
Clients sometimes say they are happy with this, as they may be charged low or no fees, because the adviser receives enough commission income. But the quality of the advice they receive must suffer. Ask yourself: would you be happy if your doctor prescribed Drug A, even though Drug B was better, because the makers of A gave the doctor a bigger reward?
I far prefer advisers to turn down commissions, or pass them on to their clients, and then charge the clients fees. The adviser’s only motivation is then to serve their clients as well as they can.
It’s well worth putting time and effort into finding a good adviser. And once you find her or him, it can be well worth paying them reasonable fees. Over the long run, you could end up considerably better off.
For more on this, see “Fees-only Advisers”, below.
A good way to test an AFA
A good adviser — who is putting your interests first — should always ask every client at the start if they have debt. If yes, and the interest is higher than mortgage rates, the adviser should recommend repaying that before doing any investing.
Ditto — perhaps — for repaying a home mortgage. However, there are some advantages to also saving a little in shares, bonds and so on, for diversification and to learn about markets. And this argument is particularly strong if that saving is in KiwiSaver. If you contribute just the minimum to get all the KiwiSaver incentives, that will probably be better than putting that money into mortgage repayment. Beyond that, though, attack the mortgage.
What about a mortgage on an investment property? That’s not quite so clear-cut because the interest on that mortgage will be tax deductible so it doesn’t cost you as much. Still, if you are fairly risk averse, it wouldn’t be silly to reduce that debt too, before you do much investing elsewhere.
You might be wondering whether you should simply repay debt and skip the adviser until at least the home mortgage is paid off. Possibly. But a good adviser should help to ensure you are handling your debt optimally, and investing your KiwiSaver money wisely. They might also assist with mortgage choices, wills and so on. At an initial meeting, ask what they could do for you.
Recommended: Listen to Mary’s May 3 2018 RNZ discussion with Jesse Mulligan on how to choose an adviser. It includes many useful tips.
Fees-only Advisers
The advisers in the following table charge fees only. I don’t know most of them, and I am not in a position to recommend them. But their way of charging for their service is a good start! I suggest you “interview” several advisers before choosing one.
The advisers in the table are all AFAs, except the Australian firm, Roskow, which has an equivalent qualification.
Everyone except Baker Hawes, C Squared, Money Matters, Roskow and Stuart + Carlyon offers a free first meeting with a potential client. Those advisers offer a free initial phone conversation. Some advisers stipulate the first free meeting is only for half an hour. Readers should ask about this, so they know where they stand.
Every adviser has agreed to the following:
- “I guarantee that when I give any new client investment advice or help them to make any investments, the only money or other consideration I receive is explicitly stated fees that I charge the client. Any commissions or other considerations I receive from financial firms or others are passed on in full to the client.”
- “I promise to give any clients who request it a signed letter that says, ‘I truly believe I have given you the best advice I can, having considered a wide range of products, and that I have told you about all real or potential conflicts of interest.’.” I urge readers to ask for such a letter.
Note the “new client” in the guarantee. A few advisers said they had current clients who prefer to keep getting “free” service while the adviser receives commissions. But that won’t apply to new people approaching the adviser.
Advisers also had to state that they give advice on all types of investments, including property. By “property” I mean general advice in that area, not necessarily advice on specific property purchases. For example, the adviser could help a client weigh up whether to invest in rental property generally versus investing in a share fund.
Some advisers suggested we exclude advice on KiwiSaver, because hourly fees could be high relative to low KiwiSaver balances, whereas commissions might be around $5 or $10 a year. Said one, “We take the commission, disclose this and don’t charge fees for KiwiSaver for now.” That sounds reasonable. Readers should ask advisers how they handle KiwiSaver.
Note, too, that this whole exercise does not include insurance — only investment advice and products. Some advisers listed here do receive commission on insurance products. If readers want to go into insurance, you should ask the adviser how they will be rewarded.
And, of course, it’s important to ask about fees charged upfront and ongoing fees. I think good firms should disclose all this clearly on their website and in their literature.
Some advisers charge high “monitoring” fees and don’t seem to do much for that money. Said one adviser on a website recently, “I like it when clients challenge me over the fees I charge because it allows me the opportunity to reinforce what we actually do for them.” A good adviser shouldn’t mind your asking.
A few more points:
- I receive nothing from any of these advisers.
- Many of the advisers sometimes travel elsewhere around New Zealand, so if you are particularly interested in an adviser, phone or email them to ask if they could meet you.
- The Australian firm in the table, Roskow, emailed me, “It’s useful for both NZ advisers and Aus advisers to know where the quality is so that we can refer other people there. We’re hard to find (due to our small marketing budgets compared to the ‘big boys’).” Fair enough.
- Please note: I’m not in a position to check what the advisers in this table have told me. I’m relying on readers to report back if an adviser doesn’t stick to what they’ve said, so please tell me!
- One final and important point: Some readers have told me that some of these advisers’ fees are high. Ask upfront what the fees will be, and perhaps comparison shop among several of these advisers.
Financial advisers who charge fees
This table is free thanks to people like you. Mary doesn’t receive anything from the advisers listed below. It’s a free service for readers. If you feel like contributing too, please click the button.
Every bit helps.
Note: The advisers below are not necessarily recommended. Please read Fees-only advisers, above, before using this table.
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Accordia | Accordia | Selwyn Paynter, Sian Ruth, Andrew Verrall | Paynter | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Waikato, Bay of Plenty, Auckland | $5,000 | 5000.000 |
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Auckland Financial | Auckland Financial | Paul King | King | Auckland | No minimum | 0.000 |
Axiome Consultants Ltd | Axiome Consultants Ltd | Philip de Lisle | Lisle | Auckland, Wellington | Usually $200,000 | 199999.999 |
Baker Hawes Consultants Ltd | Baker Hawes Consultants Ltd | Martin Hawes | Hawes | Auckland, Wellington, Christchurch | No minimum | 0.000 |
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Bloomsbury Associates | Bloomsbury Associates | Philip Stevenson | Stevenson | Wellington | No minimum | 0.000 |
Bradley Nuttall Nelson Ltd | Bradley Nuttall Nelson Ltd | Doug Johns, Lynette Johns | Johns | Christchurch, Ashburton, West Coast, Nelson, Marlborough, Wellington, Hawkes Bay, Waikato | Usually $200,000 | 199999.999 |
Bradley Nuttall Otago Limited | Bradley Nuttall Otago Limited | John Alexander, Fraser Richardson | Alexander | Dunedin, Otago, Southland, Queenstown Lakes, Wanaka, North Otago, Canterbury | No minimum | 0.000 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
Common Sense Financial Planning | Common Sense Financial Planning | Brad MacDonald | MacDonald | Hawkes Bay, Gisborne, Taupo, Wairarapa | No minimum | 0.000 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
DecisionMakers | DecisionMakers | Phil O’Malley, Tim Shand, Colin Austin, Tanya Gilchrist, Phil Armstrong | O’Malley | Auckland, Northland, Waikato, Tauranga, Bay of Plenty, Manawatu, Wellington | Usually $300,000 | 299999.999 |
Echelon Advisers | Echelon Advisers | Royden Shotter | Shotter | Greater Auckland | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Advice Hawkes Bay Ltd | Financial Advice Hawkes Bay Ltd | Michael Gallagher, Paul Sewell | Gallagher | Napier, east coast of North Island from Wellington to Auckland | No minimum for comprehensive financial advice, $100,000 for investment advice | 99998.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
Financial Services Auckland Ltd | Financial Services Auckland Ltd | Michael Beuvink | Beuvink | Greater Auckland, Waikato and Coromandel | $25,000 and/or $2,000 per month | 24999.020 |
Financial Strategies (Chch) Ltd | Financial Strategies (Chch) Ltd | John Eyre-Walker, Hayden Gardner | Eyre-Walker | Christchurch and wider Canterbury | Usually $200,000 | 199999.999 |
Fiona Judd - Investment Fiduciary | Fiona Judd - Investment Fiduciary | Fiona Judd | Judd | Waikato, Bay of Plenty | $400,000 or $1,500 per month in savings | 399999.015 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
G3 Financial Freedom Ltd | G3 Financial Freedom Ltd | Jane Benton, Charlene Overell | Benton | Bay of Plenty, Auckland, Waikato, Taupo | No minimum | 0.000 |
Glaser Portfolio Indicators | Glaser Portfolio Indicators | Neville Glaser | Glaser | Auckland, Whangarei | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Investment Management Solutions Ltd | Investment Management Solutions Ltd | Selwyn Parker | Parker | Bay of Plenty, Waikato | $400,000 and/or the equivalent of $1,200 per month | 399999.012 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Lyford Investment Management Ltd | Lyford Investment Management Ltd | Richard Renfrew | Renfrew | Wellington, Auckland, Christchurch | $50,000 | 50000.000 |
Mark Sheehan Financial Limited | Mark Sheehan Financial Limited | Mark Sheehan | Sheehan | Nelson, Marlborough | No minimum | 0.000 |
Maxim Wealth | Maxim Wealth | John Makowem | Makowem | Wellington, Kapiti, Upper and Lower Hutt, Wairarapa | $50,000 | 50000.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Milestone Financial Services (Central) Ltd | Milestone Financial Services (Central) Ltd | Stephen Collier, Peter Tetzlaff, Matthew Watt | Collier | Wanganui, Taranaki, Auckland, Wellington, Christchurch, Nelson | $50,000 in Wanganui, Taranaki; $300,000 elsewhere | 300000.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Newton Ross Private Wealth Management | Newton Ross Private Wealth Management | Mike Newton, Wayne Ross, Drew Hoffman, Mark Steedman | Newton | Auckland, Wellington, Waikato, Bay of Plenty, Whangarei | $500,000 | 500000.000 |
Nigel Tate Financial Planning Ltd | Nigel Tate Financial Planning Ltd | Nigel Tate | Tate | Waikato, King Country, Bay of Plenty and Auckland | No minimum for comprehensive financial advice, $50,000 for investment advice | 49998.000 |
Pascoe Barton Ltd | Pascoe Barton Ltd | Steven Barton, Susan Pascoe Barton | Barton | Bay of Plenty, Manawatu | No minimum | 0.000 |
Peak Portfolio Management Ltd | Peak Portfolio Management Ltd | Shelley Hanna | Hanna | Hawkes Bay | No minimum | 0.000 |
Ploutos Wealth Management | Ploutos Wealth Management | Allan Williams | Williams | Bay of Plenty | Usually $150,000 | 149999.999 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Professional Investment Services Manawatu Ltd | Professional Investment Services Manawatu Ltd | Maryann Pratt, Alison Lissington | Pratt | Palmerston North, Feilding, Pahiatua, Dannevirke | No minimum | 0.000 |
Quartz Wealth Management Ltd | Quartz Wealth Management Ltd | Glenn Read | Read | Northland, Auckland, Waikato, King Country, Bay of Plenty | No minimum | 0.000 |
Rede Advisers Ltd | Rede Advisers Ltd | Michael Shears, Scott Stokes, Steve Benton, Ona Mackonyte | Shears | Christchurch | Usually $500,000 | 499999.999 |
RIVAL Wealth | RIVAL Wealth | Tim Fairbrother, Aaron Trevean | Fairbrother | Wairarapa, Wellington, Auckland, Christchurch | No minimum | 0.000 |
Roskow Independent Advisory | Roskow Independent Advisory | Matthew Ross, Neil Salkow | Ross | Melbourne, Brisbane | No minimum | 0.000 |
Rutherford Rede | Rutherford Rede | Phil Ashton, Henry Ford, Richard Knight, William Sargent, Jocelyn Weatherall | Ashton | Auckland, Bay of Plenty, Waikato, Wellington, Nelson | No minimum | 0.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Smart Money Advice | Smart Money Advice | Janet Natta | Natta | Waikato, Bay of Plenty including Rotorua, greater Auckland | $250,000 for investments, no minimum for planning advice | 249998.000 |
Southernwealth Management Ltd. | Southernwealth Management Ltd. | Don Broad | Broad | All of South Island | No minimum | 0.000 |
Staples Rodway Asset Management | Staples Rodway Asset Management | Michelle Forster, Wayne Powell, James Scarr | Forster | Auckland, Northland, Waikato, King Country, Hawke's Bay, Taranaki, Bay of Plenty, Coromandel, Canterbury | $350,000 | 350000.000 |
Stewart Financial Group | Stewart Financial Group | Nick Stewart, Don Stewart, Geoff Wilson, Sian Woodham, Lizzie Hill, Jo Husband | Stewart | Hawkes Bay, Wellington, Wairarapa | No minimum | 0.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Strategic Wealth Management Group Ltd | Strategic Wealth Management Group Ltd | Phil Ison, Max Gillard | Ison | Auckland, Hamilton, Taupo, Tauranga, Whangarei, Christchurch, Dunedin, Queenstown, Nelson | $200,000 | 200000.000 |
Strongbox Wealth Management Ltd | Strongbox Wealth Management Ltd | Joan Kiernan | Kiernan | Queenstown, Auckland, Christchurch, Dunedin, Invercargill | $250,000 | 250000.000 |
Stuart Carlyon | Stuart Carlyon | Deborah Carlyon, Susanna Stuart, Mark Patton, Sumita Paul | Carlyon | Mainly Auckland, Northland | $500,000 | 500000.000 |
Sumner Ryan Investment Advisers | Sumner Ryan Investment Advisers | Graeme Ryan, John Sumner | Ryan | Hawke's Bay | $150,000 | 150000.000 |
Tailorednz Limited | Tailorednz Limited | Rosemary Hopcroft, Steven Radich, Scott Haumaha, Charlotte Bedford | Hopcroft | Throughout North Island | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Totara Wealth Management Ltd | Totara Wealth Management Ltd | Richard Harden, Meredith Cornelius, Richard Grimes | Harden | Nelson, Blenheim, Wellington, Auckland, Christchurch | $200,000 | 200000.000 |
Transact Wealth Management Ltd | Transact Wealth Management Ltd | Dennis Lennan | Lennan | Tauranga, Greater Auckland, Greater Wellington | $250,000 | 250000.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Wealth & Co | Wealth & Co | Simon Stredder | Stredder | Greater Auckland, Waikato, Bay of Plenty, Northland | No minimum for comprehensive financial advice, $50,000 for investment advice | 49998.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Accordia | Accordia | Selwyn Paynter, Sian Ruth, Andrew Verrall | Paynter | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Waikato, Bay of Plenty, Auckland | $5,000 | 5000.000 |
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Auckland Financial | Auckland Financial | Paul King | King | Auckland | No minimum | 0.000 |
Axiome Consultants Ltd | Axiome Consultants Ltd | Philip de Lisle | Lisle | Auckland, Wellington | Usually $200,000 | 199999.999 |
Baker Hawes Consultants Ltd | Baker Hawes Consultants Ltd | Martin Hawes | Hawes | Auckland, Wellington, Christchurch | No minimum | 0.000 |
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
DecisionMakers | DecisionMakers | Phil O’Malley, Tim Shand, Colin Austin, Tanya Gilchrist, Phil Armstrong | O’Malley | Auckland, Northland, Waikato, Tauranga, Bay of Plenty, Manawatu, Wellington | Usually $300,000 | 299999.999 |
Echelon Advisers | Echelon Advisers | Royden Shotter | Shotter | Greater Auckland | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Advice Hawkes Bay Ltd | Financial Advice Hawkes Bay Ltd | Michael Gallagher, Paul Sewell | Gallagher | Napier, east coast of North Island from Wellington to Auckland | No minimum for comprehensive financial advice, $100,000 for investment advice | 99998.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
Financial Services Auckland Ltd | Financial Services Auckland Ltd | Michael Beuvink | Beuvink | Greater Auckland, Waikato and Coromandel | $25,000 and/or $2,000 per month | 24999.020 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
G3 Financial Freedom Ltd | G3 Financial Freedom Ltd | Jane Benton, Charlene Overell | Benton | Bay of Plenty, Auckland, Waikato, Taupo | No minimum | 0.000 |
Glaser Portfolio Indicators | Glaser Portfolio Indicators | Neville Glaser | Glaser | Auckland, Whangarei | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Lyford Investment Management Ltd | Lyford Investment Management Ltd | Richard Renfrew | Renfrew | Wellington, Auckland, Christchurch | $50,000 | 50000.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Milestone Financial Services (Central) Ltd | Milestone Financial Services (Central) Ltd | Stephen Collier, Peter Tetzlaff, Matthew Watt | Collier | Wanganui, Taranaki, Auckland, Wellington, Christchurch, Nelson | $50,000 in Wanganui, Taranaki; $300,000 elsewhere | 300000.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Newton Ross Private Wealth Management | Newton Ross Private Wealth Management | Mike Newton, Wayne Ross, Drew Hoffman, Mark Steedman | Newton | Auckland, Wellington, Waikato, Bay of Plenty, Whangarei | $500,000 | 500000.000 |
Nigel Tate Financial Planning Ltd | Nigel Tate Financial Planning Ltd | Nigel Tate | Tate | Waikato, King Country, Bay of Plenty and Auckland | No minimum for comprehensive financial advice, $50,000 for investment advice | 49998.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Quartz Wealth Management Ltd | Quartz Wealth Management Ltd | Glenn Read | Read | Northland, Auckland, Waikato, King Country, Bay of Plenty | No minimum | 0.000 |
RIVAL Wealth | RIVAL Wealth | Tim Fairbrother, Aaron Trevean | Fairbrother | Wairarapa, Wellington, Auckland, Christchurch | No minimum | 0.000 |
Rutherford Rede | Rutherford Rede | Phil Ashton, Henry Ford, Richard Knight, William Sargent, Jocelyn Weatherall | Ashton | Auckland, Bay of Plenty, Waikato, Wellington, Nelson | No minimum | 0.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Smart Money Advice | Smart Money Advice | Janet Natta | Natta | Waikato, Bay of Plenty including Rotorua, greater Auckland | $250,000 for investments, no minimum for planning advice | 249998.000 |
Staples Rodway Asset Management | Staples Rodway Asset Management | Michelle Forster, Wayne Powell, James Scarr | Forster | Auckland, Northland, Waikato, King Country, Hawke's Bay, Taranaki, Bay of Plenty, Coromandel, Canterbury | $350,000 | 350000.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Strategic Wealth Management Group Ltd | Strategic Wealth Management Group Ltd | Phil Ison, Max Gillard | Ison | Auckland, Hamilton, Taupo, Tauranga, Whangarei, Christchurch, Dunedin, Queenstown, Nelson | $200,000 | 200000.000 |
Strongbox Wealth Management Ltd | Strongbox Wealth Management Ltd | Joan Kiernan | Kiernan | Queenstown, Auckland, Christchurch, Dunedin, Invercargill | $250,000 | 250000.000 |
Stuart Carlyon | Stuart Carlyon | Deborah Carlyon, Susanna Stuart, Mark Patton, Sumita Paul | Carlyon | Mainly Auckland, Northland | $500,000 | 500000.000 |
Tailorednz Limited | Tailorednz Limited | Rosemary Hopcroft, Steven Radich, Scott Haumaha, Charlotte Bedford | Hopcroft | Throughout North Island | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Totara Wealth Management Ltd | Totara Wealth Management Ltd | Richard Harden, Meredith Cornelius, Richard Grimes | Harden | Nelson, Blenheim, Wellington, Auckland, Christchurch | $200,000 | 200000.000 |
Transact Wealth Management Ltd | Transact Wealth Management Ltd | Dennis Lennan | Lennan | Tauranga, Greater Auckland, Greater Wellington | $250,000 | 250000.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Wealth & Co | Wealth & Co | Simon Stredder | Stredder | Greater Auckland, Waikato, Bay of Plenty, Northland | No minimum for comprehensive financial advice, $50,000 for investment advice | 49998.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Accordia | Accordia | Selwyn Paynter, Sian Ruth, Andrew Verrall | Paynter | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Waikato, Bay of Plenty, Auckland | $5,000 | 5000.000 |
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
DecisionMakers | DecisionMakers | Phil O’Malley, Tim Shand, Colin Austin, Tanya Gilchrist, Phil Armstrong | O’Malley | Auckland, Northland, Waikato, Tauranga, Bay of Plenty, Manawatu, Wellington | Usually $300,000 | 299999.999 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Advice Hawkes Bay Ltd | Financial Advice Hawkes Bay Ltd | Michael Gallagher, Paul Sewell | Gallagher | Napier, east coast of North Island from Wellington to Auckland | No minimum for comprehensive financial advice, $100,000 for investment advice | 99998.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
Fiona Judd - Investment Fiduciary | Fiona Judd - Investment Fiduciary | Fiona Judd | Judd | Waikato, Bay of Plenty | $400,000 or $1,500 per month in savings | 399999.015 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
G3 Financial Freedom Ltd | G3 Financial Freedom Ltd | Jane Benton, Charlene Overell | Benton | Bay of Plenty, Auckland, Waikato, Taupo | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Investment Management Solutions Ltd | Investment Management Solutions Ltd | Selwyn Parker | Parker | Bay of Plenty, Waikato | $400,000 and/or the equivalent of $1,200 per month | 399999.012 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Newton Ross Private Wealth Management | Newton Ross Private Wealth Management | Mike Newton, Wayne Ross, Drew Hoffman, Mark Steedman | Newton | Auckland, Wellington, Waikato, Bay of Plenty, Whangarei | $500,000 | 500000.000 |
Nigel Tate Financial Planning Ltd | Nigel Tate Financial Planning Ltd | Nigel Tate | Tate | Waikato, King Country, Bay of Plenty and Auckland | No minimum for comprehensive financial advice, $50,000 for investment advice | 49998.000 |
Pascoe Barton Ltd | Pascoe Barton Ltd | Steven Barton, Susan Pascoe Barton | Barton | Bay of Plenty, Manawatu | No minimum | 0.000 |
Ploutos Wealth Management | Ploutos Wealth Management | Allan Williams | Williams | Bay of Plenty | Usually $150,000 | 149999.999 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Quartz Wealth Management Ltd | Quartz Wealth Management Ltd | Glenn Read | Read | Northland, Auckland, Waikato, King Country, Bay of Plenty | No minimum | 0.000 |
Rutherford Rede | Rutherford Rede | Phil Ashton, Henry Ford, Richard Knight, William Sargent, Jocelyn Weatherall | Ashton | Auckland, Bay of Plenty, Waikato, Wellington, Nelson | No minimum | 0.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Smart Money Advice | Smart Money Advice | Janet Natta | Natta | Waikato, Bay of Plenty including Rotorua, greater Auckland | $250,000 for investments, no minimum for planning advice | 249998.000 |
Staples Rodway Asset Management | Staples Rodway Asset Management | Michelle Forster, Wayne Powell, James Scarr | Forster | Auckland, Northland, Waikato, King Country, Hawke's Bay, Taranaki, Bay of Plenty, Coromandel, Canterbury | $350,000 | 350000.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Strategic Wealth Management Group Ltd | Strategic Wealth Management Group Ltd | Phil Ison, Max Gillard | Ison | Auckland, Hamilton, Taupo, Tauranga, Whangarei, Christchurch, Dunedin, Queenstown, Nelson | $200,000 | 200000.000 |
Tailorednz Limited | Tailorednz Limited | Rosemary Hopcroft, Steven Radich, Scott Haumaha, Charlotte Bedford | Hopcroft | Throughout North Island | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Transact Wealth Management Ltd | Transact Wealth Management Ltd | Dennis Lennan | Lennan | Tauranga, Greater Auckland, Greater Wellington | $250,000 | 250000.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Wealth & Co | Wealth & Co | Simon Stredder | Stredder | Greater Auckland, Waikato, Bay of Plenty, Northland | No minimum for comprehensive financial advice, $50,000 for investment advice | 49998.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Accordia | Accordia | Selwyn Paynter, Sian Ruth, Andrew Verrall | Paynter | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Waikato, Bay of Plenty, Auckland | $5,000 | 5000.000 |
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Baker Hawes Consultants Ltd | Baker Hawes Consultants Ltd | Martin Hawes | Hawes | Auckland, Wellington, Christchurch | No minimum | 0.000 |
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Bradley Nuttall Nelson Ltd | Bradley Nuttall Nelson Ltd | Doug Johns, Lynette Johns | Johns | Christchurch, Ashburton, West Coast, Nelson, Marlborough, Wellington, Hawkes Bay, Waikato | Usually $200,000 | 199999.999 |
Bradley Nuttall Otago Limited | Bradley Nuttall Otago Limited | John Alexander, Fraser Richardson | Alexander | Dunedin, Otago, Southland, Queenstown Lakes, Wanaka, North Otago, Canterbury | No minimum | 0.000 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
Financial Strategies (Chch) Ltd | Financial Strategies (Chch) Ltd | John Eyre-Walker, Hayden Gardner | Eyre-Walker | Christchurch and wider Canterbury | Usually $200,000 | 199999.999 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Lyford Investment Management Ltd | Lyford Investment Management Ltd | Richard Renfrew | Renfrew | Wellington, Auckland, Christchurch | $50,000 | 50000.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Milestone Financial Services (Central) Ltd | Milestone Financial Services (Central) Ltd | Stephen Collier, Peter Tetzlaff, Matthew Watt | Collier | Wanganui, Taranaki, Auckland, Wellington, Christchurch, Nelson | $50,000 in Wanganui, Taranaki; $300,000 elsewhere | 300000.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Rede Advisers Ltd | Rede Advisers Ltd | Michael Shears, Scott Stokes, Steve Benton, Ona Mackonyte | Shears | Christchurch | Usually $500,000 | 499999.999 |
RIVAL Wealth | RIVAL Wealth | Tim Fairbrother, Aaron Trevean | Fairbrother | Wairarapa, Wellington, Auckland, Christchurch | No minimum | 0.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Southernwealth Management Ltd. | Southernwealth Management Ltd. | Don Broad | Broad | All of South Island | No minimum | 0.000 |
Staples Rodway Asset Management | Staples Rodway Asset Management | Michelle Forster, Wayne Powell, James Scarr | Forster | Auckland, Northland, Waikato, King Country, Hawke's Bay, Taranaki, Bay of Plenty, Coromandel, Canterbury | $350,000 | 350000.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Strategic Wealth Management Group Ltd | Strategic Wealth Management Group Ltd | Phil Ison, Max Gillard | Ison | Auckland, Hamilton, Taupo, Tauranga, Whangarei, Christchurch, Dunedin, Queenstown, Nelson | $200,000 | 200000.000 |
Strongbox Wealth Management Ltd | Strongbox Wealth Management Ltd | Joan Kiernan | Kiernan | Queenstown, Auckland, Christchurch, Dunedin, Invercargill | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Totara Wealth Management Ltd | Totara Wealth Management Ltd | Richard Harden, Meredith Cornelius, Richard Grimes | Harden | Nelson, Blenheim, Wellington, Auckland, Christchurch | $200,000 | 200000.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
Common Sense Financial Planning | Common Sense Financial Planning | Brad MacDonald | MacDonald | Hawkes Bay, Gisborne, Taupo, Wairarapa | No minimum | 0.000 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Advice Hawkes Bay Ltd | Financial Advice Hawkes Bay Ltd | Michael Gallagher, Paul Sewell | Gallagher | Napier, east coast of North Island from Wellington to Auckland | No minimum for comprehensive financial advice, $100,000 for investment advice | 99998.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Tailorednz Limited | Tailorednz Limited | Rosemary Hopcroft, Steven Radich, Scott Haumaha, Charlotte Bedford | Hopcroft | Throughout North Island | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Bradley Nuttall Nelson Ltd | Bradley Nuttall Nelson Ltd | Doug Johns, Lynette Johns | Johns | Christchurch, Ashburton, West Coast, Nelson, Marlborough, Wellington, Hawkes Bay, Waikato | Usually $200,000 | 199999.999 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
Common Sense Financial Planning | Common Sense Financial Planning | Brad MacDonald | MacDonald | Hawkes Bay, Gisborne, Taupo, Wairarapa | No minimum | 0.000 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Advice Hawkes Bay Ltd | Financial Advice Hawkes Bay Ltd | Michael Gallagher, Paul Sewell | Gallagher | Napier, east coast of North Island from Wellington to Auckland | No minimum for comprehensive financial advice, $100,000 for investment advice | 99998.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Maxim Wealth | Maxim Wealth | John Makowem | Makowem | Wellington, Kapiti, Upper and Lower Hutt, Wairarapa | $50,000 | 50000.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Peak Portfolio Management Ltd | Peak Portfolio Management Ltd | Shelley Hanna | Hanna | Hawkes Bay | No minimum | 0.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
RIVAL Wealth | RIVAL Wealth | Tim Fairbrother, Aaron Trevean | Fairbrother | Wairarapa, Wellington, Auckland, Christchurch | No minimum | 0.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Staples Rodway Asset Management | Staples Rodway Asset Management | Michelle Forster, Wayne Powell, James Scarr | Forster | Auckland, Northland, Waikato, King Country, Hawke's Bay, Taranaki, Bay of Plenty, Coromandel, Canterbury | $350,000 | 350000.000 |
Stewart Financial Group | Stewart Financial Group | Nick Stewart, Don Stewart, Geoff Wilson, Sian Woodham, Lizzie Hill, Jo Husband | Stewart | Hawkes Bay, Wellington, Wairarapa | No minimum | 0.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Sumner Ryan Investment Advisers | Sumner Ryan Investment Advisers | Graeme Ryan, John Sumner | Ryan | Hawke's Bay | $150,000 | 150000.000 |
Tailorednz Limited | Tailorednz Limited | Rosemary Hopcroft, Steven Radich, Scott Haumaha, Charlotte Bedford | Hopcroft | Throughout North Island | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
Common Sense Financial Planning | Common Sense Financial Planning | Brad MacDonald | MacDonald | Hawkes Bay, Gisborne, Taupo, Wairarapa | No minimum | 0.000 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
DecisionMakers | DecisionMakers | Phil O’Malley, Tim Shand, Colin Austin, Tanya Gilchrist, Phil Armstrong | O’Malley | Auckland, Northland, Waikato, Tauranga, Bay of Plenty, Manawatu, Wellington | Usually $300,000 | 299999.999 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Maxim Wealth | Maxim Wealth | John Makowem | Makowem | Wellington, Kapiti, Upper and Lower Hutt, Wairarapa | $50,000 | 50000.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Milestone Financial Services (Central) Ltd | Milestone Financial Services (Central) Ltd | Stephen Collier, Peter Tetzlaff, Matthew Watt | Collier | Wanganui, Taranaki, Auckland, Wellington, Christchurch, Nelson | $50,000 in Wanganui, Taranaki; $300,000 elsewhere | 50000.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Nigel Tate Financial Planning Ltd | Nigel Tate Financial Planning Ltd | Nigel Tate | Tate | Waikato, King Country, Bay of Plenty and Auckland | No minimum for comprehensive financial advice, $50,000 for investment advice | 49998.000 |
Pascoe Barton Ltd | Pascoe Barton Ltd | Steven Barton, Susan Pascoe Barton | Barton | Bay of Plenty, Manawatu | No minimum | 0.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Professional Investment Services Manawatu Ltd | Professional Investment Services Manawatu Ltd | Maryann Pratt, Alison Lissington | Pratt | Palmerston North, Feilding, Pahiatua, Dannevirke | No minimum | 0.000 |
Quartz Wealth Management Ltd | Quartz Wealth Management Ltd | Glenn Read | Read | Northland, Auckland, Waikato, King Country, Bay of Plenty | No minimum | 0.000 |
RIVAL Wealth | RIVAL Wealth | Tim Fairbrother, Aaron Trevean | Fairbrother | Wairarapa, Wellington, Auckland, Christchurch | No minimum | 0.000 |
Staples Rodway Asset Management | Staples Rodway Asset Management | Michelle Forster, Wayne Powell, James Scarr | Forster | Auckland, Northland, Waikato, King Country, Hawke's Bay, Taranaki, Bay of Plenty, Coromandel, Canterbury | $350,000 | 350000.000 |
Stewart Financial Group | Stewart Financial Group | Nick Stewart, Don Stewart, Geoff Wilson, Sian Woodham, Lizzie Hill, Jo Husband | Stewart | Hawkes Bay, Wellington, Wairarapa | No minimum | 0.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Tailorednz Limited | Tailorednz Limited | Rosemary Hopcroft, Steven Radich, Scott Haumaha, Charlotte Bedford | Hopcroft | Throughout North Island | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Accordia | Accordia | Selwyn Paynter, Sian Ruth, Andrew Verrall | Paynter | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Waikato, Bay of Plenty, Auckland | $5,000 | 5000.000 |
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Bradley Nuttall Nelson Ltd | Bradley Nuttall Nelson Ltd | Doug Johns, Lynette Johns | Johns | Christchurch, Ashburton, West Coast, Nelson, Marlborough, Wellington, Hawkes Bay, Waikato | Usually $200,000 | 199999.999 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Mark Sheehan Financial Limited | Mark Sheehan Financial Limited | Mark Sheehan | Sheehan | Nelson, Marlborough | No minimum | 0.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Southernwealth Management Ltd. | Southernwealth Management Ltd. | Don Broad | Broad | All of South Island | No minimum | 0.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Totara Wealth Management Ltd | Totara Wealth Management Ltd | Richard Harden, Meredith Cornelius, Richard Grimes | Harden | Nelson, Blenheim, Wellington, Auckland, Christchurch | $200,000 | 200000.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Accordia | Accordia | Selwyn Paynter, Sian Ruth, Andrew Verrall | Paynter | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Waikato, Bay of Plenty, Auckland | $5,000 | 5000.000 |
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Bradley Nuttall Nelson Ltd | Bradley Nuttall Nelson Ltd | Doug Johns, Lynette Johns | Johns | Christchurch, Ashburton, West Coast, Nelson, Marlborough, Wellington, Hawkes Bay, Waikato | Usually $200,000 | 199999.999 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Mark Sheehan Financial Limited | Mark Sheehan Financial Limited | Mark Sheehan | Sheehan | Nelson, Marlborough | No minimum | 0.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Milestone Financial Services (Central) Ltd | Milestone Financial Services (Central) Ltd | Stephen Collier, Peter Tetzlaff, Matthew Watt | Collier | Wanganui, Taranaki, Auckland, Wellington, Christchurch, Nelson | $50,000 in Wanganui, Taranaki; $300,000 elsewhere | 300000.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Rutherford Rede | Rutherford Rede | Phil Ashton, Henry Ford, Richard Knight, William Sargent, Jocelyn Weatherall | Ashton | Auckland, Bay of Plenty, Waikato, Wellington, Nelson | No minimum | 0.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Southernwealth Management Ltd. | Southernwealth Management Ltd. | Don Broad | Broad | All of South Island | No minimum | 0.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Strategic Wealth Management Group Ltd | Strategic Wealth Management Group Ltd | Phil Ison, Max Gillard | Ison | Auckland, Hamilton, Taupo, Tauranga, Whangarei, Christchurch, Dunedin, Queenstown, Nelson | $200,000 | 200000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Totara Wealth Management Ltd | Totara Wealth Management Ltd | Richard Harden, Meredith Cornelius, Richard Grimes | Harden | Nelson, Blenheim, Wellington, Auckland, Christchurch | $200,000 | 200000.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
DecisionMakers | DecisionMakers | Phil O’Malley, Tim Shand, Colin Austin, Tanya Gilchrist, Phil Armstrong | O’Malley | Auckland, Northland, Waikato, Tauranga, Bay of Plenty, Manawatu, Wellington | Usually $300,000 | 299999.999 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
Glaser Portfolio Indicators | Glaser Portfolio Indicators | Neville Glaser | Glaser | Auckland, Whangarei | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Newton Ross Private Wealth Management | Newton Ross Private Wealth Management | Mike Newton, Wayne Ross, Drew Hoffman, Mark Steedman | Newton | Auckland, Wellington, Waikato, Bay of Plenty, Whangarei | $500,000 | 500000.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Quartz Wealth Management Ltd | Quartz Wealth Management Ltd | Glenn Read | Read | Northland, Auckland, Waikato, King Country, Bay of Plenty | No minimum | 0.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Staples Rodway Asset Management | Staples Rodway Asset Management | Michelle Forster, Wayne Powell, James Scarr | Forster | Auckland, Northland, Waikato, King Country, Hawke's Bay, Taranaki, Bay of Plenty, Coromandel, Canterbury | $350,000 | 350000.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Strategic Wealth Management Group Ltd | Strategic Wealth Management Group Ltd | Phil Ison, Max Gillard | Ison | Auckland, Hamilton, Taupo, Tauranga, Whangarei, Christchurch, Dunedin, Queenstown, Nelson | $200,000 | 200000.000 |
Stuart Carlyon | Stuart Carlyon | Deborah Carlyon, Susanna Stuart, Mark Patton, Sumita Paul | Carlyon | Mainly Auckland, Northland | $500,000 | 500000.000 |
Tailorednz Limited | Tailorednz Limited | Rosemary Hopcroft, Steven Radich, Scott Haumaha, Charlotte Bedford | Hopcroft | Throughout North Island | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Wealth & Co | Wealth & Co | Simon Stredder | Stredder | Greater Auckland, Waikato, Bay of Plenty, Northland | No minimum for comprehensive financial advice, $50,000 for investment advice | 49998.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Accordia | Accordia | Selwyn Paynter, Sian Ruth, Andrew Verrall | Paynter | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Waikato, Bay of Plenty, Auckland | $5,000 | 5000.000 |
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Bradley Nuttall Otago Limited | Bradley Nuttall Otago Limited | John Alexander, Fraser Richardson | Alexander | Dunedin, Otago, Southland, Queenstown Lakes, Wanaka, North Otago, Canterbury | No minimum | 0.000 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Southernwealth Management Ltd. | Southernwealth Management Ltd. | Don Broad | Broad | All of South Island | No minimum | 0.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Strategic Wealth Management Group Ltd | Strategic Wealth Management Group Ltd | Phil Ison, Max Gillard | Ison | Auckland, Hamilton, Taupo, Tauranga, Whangarei, Christchurch, Dunedin, Queenstown, Nelson | $200,000 | 200000.000 |
Strongbox Wealth Management Ltd | Strongbox Wealth Management Ltd | Joan Kiernan | Kiernan | Queenstown, Auckland, Christchurch, Dunedin, Invercargill | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Accordia | Accordia | Selwyn Paynter, Sian Ruth, Andrew Verrall | Paynter | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Waikato, Bay of Plenty, Auckland | $5,000 | 5000.000 |
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Bradley Nuttall Otago Limited | Bradley Nuttall Otago Limited | John Alexander, Fraser Richardson | Alexander | Dunedin, Otago, Southland, Queenstown Lakes, Wanaka, North Otago, Canterbury | No minimum | 0.000 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Southernwealth Management Ltd. | Southernwealth Management Ltd. | Don Broad | Broad | All of South Island | No minimum | 0.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Strongbox Wealth Management Ltd | Strongbox Wealth Management Ltd | Joan Kiernan | Kiernan | Queenstown, Auckland, Christchurch, Dunedin, Invercargill | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Milestone Financial Services (Central) Ltd | Milestone Financial Services (Central) Ltd | Stephen Collier, Peter Tetzlaff, Matthew Watt | Collier | Wanganui, Taranaki, Auckland, Wellington, Christchurch, Nelson | $50,000 in Wanganui, Taranaki; $300,000 elsewhere | 50000.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Staples Rodway Asset Management | Staples Rodway Asset Management | Michelle Forster, Wayne Powell, James Scarr | Forster | Auckland, Northland, Waikato, King Country, Hawke's Bay, Taranaki, Bay of Plenty, Coromandel, Canterbury | $350,000 | 350000.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Tailorednz Limited | Tailorednz Limited | Rosemary Hopcroft, Steven Radich, Scott Haumaha, Charlotte Bedford | Hopcroft | Throughout North Island | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Accordia | Accordia | Selwyn Paynter, Sian Ruth, Andrew Verrall | Paynter | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Waikato, Bay of Plenty, Auckland | $5,000 | 5000.000 |
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Bradley Nuttall Nelson Ltd | Bradley Nuttall Nelson Ltd | Doug Johns, Lynette Johns | Johns | Christchurch, Ashburton, West Coast, Nelson, Marlborough, Wellington, Hawkes Bay, Waikato | Usually $200,000 | 199999.999 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
Common Sense Financial Planning | Common Sense Financial Planning | Brad MacDonald | MacDonald | Hawkes Bay, Gisborne, Taupo, Wairarapa | No minimum | 0.000 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
DecisionMakers | DecisionMakers | Phil O’Malley, Tim Shand, Colin Austin, Tanya Gilchrist, Phil Armstrong | O’Malley | Auckland, Northland, Waikato, Tauranga, Bay of Plenty, Manawatu, Wellington | Usually $300,000 | 299999.999 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Advice Hawkes Bay Ltd | Financial Advice Hawkes Bay Ltd | Michael Gallagher, Paul Sewell | Gallagher | Napier, east coast of North Island from Wellington to Auckland | No minimum for comprehensive financial advice, $100,000 for investment advice | 99998.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
Financial Services Auckland Ltd | Financial Services Auckland Ltd | Michael Beuvink | Beuvink | Greater Auckland, Waikato and Coromandel | $25,000 and/or $2,000 per month | 24999.020 |
Fiona Judd - Investment Fiduciary | Fiona Judd - Investment Fiduciary | Fiona Judd | Judd | Waikato, Bay of Plenty | $400,000 or $1,500 per month in savings | 399999.015 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
G3 Financial Freedom Ltd | G3 Financial Freedom Ltd | Jane Benton, Charlene Overell | Benton | Bay of Plenty, Auckland, Waikato, Taupo | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Investment Management Solutions Ltd | Investment Management Solutions Ltd | Selwyn Parker | Parker | Bay of Plenty, Waikato | $400,000 and/or the equivalent of $1,200 per month | 399999.012 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Newton Ross Private Wealth Management | Newton Ross Private Wealth Management | Mike Newton, Wayne Ross, Drew Hoffman, Mark Steedman | Newton | Auckland, Wellington, Waikato, Bay of Plenty, Whangarei | $500,000 | 500000.000 |
Nigel Tate Financial Planning Ltd | Nigel Tate Financial Planning Ltd | Nigel Tate | Tate | Waikato, King Country, Bay of Plenty and Auckland | No minimum for comprehensive financial advice, $50,000 for investment advice | 49998.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Quartz Wealth Management Ltd | Quartz Wealth Management Ltd | Glenn Read | Read | Northland, Auckland, Waikato, King Country, Bay of Plenty | No minimum | 0.000 |
Rutherford Rede | Rutherford Rede | Phil Ashton, Henry Ford, Richard Knight, William Sargent, Jocelyn Weatherall | Ashton | Auckland, Bay of Plenty, Waikato, Wellington, Nelson | No minimum | 0.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Smart Money Advice | Smart Money Advice | Janet Natta | Natta | Waikato, Bay of Plenty including Rotorua, greater Auckland | $250,000 for investments, no minimum for planning advice | 249998.000 |
Staples Rodway Asset Management | Staples Rodway Asset Management | Michelle Forster, Wayne Powell, James Scarr | Forster | Auckland, Northland, Waikato, King Country, Hawke's Bay, Taranaki, Bay of Plenty, Coromandel, Canterbury | $350,000 | 350000.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Strategic Wealth Management Group Ltd | Strategic Wealth Management Group Ltd | Phil Ison, Max Gillard | Ison | Auckland, Hamilton, Taupo, Tauranga, Whangarei, Christchurch, Dunedin, Queenstown, Nelson | $200,000 | 200000.000 |
Tailorednz Limited | Tailorednz Limited | Rosemary Hopcroft, Steven Radich, Scott Haumaha, Charlotte Bedford | Hopcroft | Throughout North Island | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Wealth & Co | Wealth & Co | Simon Stredder | Stredder | Greater Auckland, Waikato, Bay of Plenty, Northland | No minimum for comprehensive financial advice, $50,000 for investment advice | 49998.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Axiome Consultants Ltd | Axiome Consultants Ltd | Philip de Lisle | Lisle | Auckland, Wellington | Usually $200,000 | 199999.999 |
Baker Hawes Consultants Ltd | Baker Hawes Consultants Ltd | Martin Hawes | Hawes | Auckland, Wellington, Christchurch | No minimum | 0.000 |
Balmer, Jeffs & Co Ltd | Balmer, Jeffs & Co Ltd | Duncan Balmer, Rob Jeffs | Balmer | DB: Auckland, Tauranga, Hamilton, New Plymouth, Palmerston North, Wellington RJ: Christchurch, Dunedin, Invercargill, Queenstown, Nelson | $1 million | 1000000.000 |
Bloomsbury Associates | Bloomsbury Associates | Philip Stevenson | Stevenson | Wellington | No minimum | 0.000 |
Bradley Nuttall Nelson Ltd | Bradley Nuttall Nelson Ltd | Doug Johns, Lynette Johns | Johns | Christchurch, Ashburton, West Coast, Nelson, Marlborough, Wellington, Hawkes Bay, Waikato | Usually $200,000 | 199999.999 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
Common Sense Financial Planning | Common Sense Financial Planning | Brad MacDonald | MacDonald | Hawkes Bay, Gisborne, Taupo, Wairarapa | No minimum | 0.000 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
DecisionMakers | DecisionMakers | Phil O’Malley, Tim Shand, Colin Austin, Tanya Gilchrist, Phil Armstrong | O’Malley | Auckland, Northland, Waikato, Tauranga, Bay of Plenty, Manawatu, Wellington | Usually $300,000 | 299999.999 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Advice Hawkes Bay Ltd | Financial Advice Hawkes Bay Ltd | Michael Gallagher, Paul Sewell | Gallagher | Napier, east coast of North Island from Wellington to Auckland | No minimum for comprehensive financial advice, $100,000 for investment advice | 99998.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Lyford Investment Management Ltd | Lyford Investment Management Ltd | Richard Renfrew | Renfrew | Wellington, Auckland, Christchurch | $50,000 | 50000.000 |
Maxim Wealth | Maxim Wealth | John Makowem | Makowem | Wellington, Kapiti, Upper and Lower Hutt, Wairarapa | $50,000 | 50000.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Milestone Financial Services (Central) Ltd | Milestone Financial Services (Central) Ltd | Stephen Collier, Peter Tetzlaff, Matthew Watt | Collier | Wanganui, Taranaki, Auckland, Wellington, Christchurch, Nelson | $50,000 in Wanganui, Taranaki; $300,000 elsewhere | 300000.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Newton Ross Private Wealth Management | Newton Ross Private Wealth Management | Mike Newton, Wayne Ross, Drew Hoffman, Mark Steedman | Newton | Auckland, Wellington, Waikato, Bay of Plenty, Whangarei | $500,000 | 500000.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
RIVAL Wealth | RIVAL Wealth | Tim Fairbrother, Aaron Trevean | Fairbrother | Wairarapa, Wellington, Auckland, Christchurch | No minimum | 0.000 |
Rutherford Rede | Rutherford Rede | Phil Ashton, Henry Ford, Richard Knight, William Sargent, Jocelyn Weatherall | Ashton | Auckland, Bay of Plenty, Waikato, Wellington, Nelson | No minimum | 0.000 |
Saturn Advice | Saturn Advice | Jean Strock, Wayne Blomfield, Shahrukh Abdali, Glenn Weston, Steve Baker | Strock | Northland, Auckland, Waikato, Bay of Plenty, Hawkes Bay, Taranaki, Wellington, Nelson-Marlborough, Canterbury, Central Otago | No minimum | 0.000 |
Stewart Financial Group | Stewart Financial Group | Nick Stewart, Don Stewart, Geoff Wilson, Sian Woodham, Lizzie Hill, Jo Husband | Stewart | Hawkes Bay, Wellington, Wairarapa | No minimum | 0.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
Tailorednz Limited | Tailorednz Limited | Rosemary Hopcroft, Steven Radich, Scott Haumaha, Charlotte Bedford | Hopcroft | Throughout North Island | $250,000 | 250000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Totara Wealth Management Ltd | Totara Wealth Management Ltd | Richard Harden, Meredith Cornelius, Richard Grimes | Harden | Nelson, Blenheim, Wellington, Auckland, Christchurch | $200,000 | 200000.000 |
Transact Wealth Management Ltd | Transact Wealth Management Ltd | Dennis Lennan | Lennan | Tauranga, Greater Auckland, Greater Wellington | $250,000 | 250000.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Accordia | Accordia | Selwyn Paynter, Sian Ruth, Andrew Verrall | Paynter | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Waikato, Bay of Plenty, Auckland | $5,000 | 5000.000 |
Advice Hub | Advice Hub | Andrew Hamilton, Dylan Mann, Karen Miller, Peter Fenwick, Peter Miller | Hamilton | Christchurch, Nelson, Blenheim, Takaka, Motueka, Westport, Hokitika, Greymouth, Ashburton, Dunedin, Invercargill, Wellington, Waikato, Bay of Plenty, Auckland | No minimum | 0.000 |
Bradley Nuttall Nelson Ltd | Bradley Nuttall Nelson Ltd | Doug Johns, Lynette Johns | Johns | Christchurch, Ashburton, West Coast, Nelson, Marlborough, Wellington, Hawkes Bay, Waikato | Usually $200,000 | 199999.999 |
Britannia Financial Services Ltd | Britannia Financial Services Ltd | Wayne Becker, Gareth Grey, Alun Rees-Williams, Louise Parker, Malcolm Stewart, Nathan Stewart, Veronica Williams, Garry Williams, Kevin Aanensen, Peter Cassidy | Becker | Auckland, throughout NZ | Varies | 999999999.000 |
C2C Partners Ltd | C2C Partners Ltd | Peter Lee, Larry Stead, Mark Holtom | Lee | Auckland, Northland, Waikato. Work remotely throughout NZ. | No minimum | 0.000 |
Cambridge Partners | Cambridge Partners | Richard Austin, Steve Mander, Andrew Nuttall, Scott Rainey, Todd Sutton, Jacob Wolt | Austin | Throughout NZ | Usually $250,000 | 249999.999 |
David Smart Co. Limited | David Smart Co. Limited | David Smart | Smart | Auckland but cover NZ | No minimum | 0.000 |
Fairhaven Wealth | Fairhaven Wealth | Sonnie Bailey | Bailey | Christchurch, work remotely throughout NZ | No minimum (flat fee structure, fees not linked to size of portfolio) | 0.000 |
Financial Prosperity Partners Ltd | Financial Prosperity Partners Ltd | Joy Durrant | Durrant | Wellington, Queenstown. Work remotely throughout NZ. | No minimum | 0.000 |
France Financial Planning | France Financial Planning | Rosie France | France | Auckland. Work remotely throughout NZ. | No minimum | 0.000 |
ImPower Ltd | ImPower Ltd | Tony Walker, Jessica Jamieson | Walker | Auckland. Work remotely throughout NZ. | Do not handle investments directly | 0.000 |
Isbister Financial Services | Isbister Financial Services | Matt Isbister | Isbister | Auckland but cover NZ | No minimum | 0.000 |
Milestone Direct Ltd. | Milestone Direct Ltd. | Joseph Darby, Nikola Velkovski, Vinessa Orsbourn, Josh Copeland | Darby | Auckland’s North Shore, wider Auckland, remotely throughout NZ | No minimum | 0.000 |
Money Matters | Money Matters | Dr. Rodger Spiller | Spiller | Throughout NZ | $250,000 | 250000.000 |
Nest Egg Investments Ltd | Nest Egg Investments Ltd | Dean Edwards | Edwards | Auckland. Work remotely throughout NZ | No minimum | 0.000 |
Private Wealth Advisers Ltd | Private Wealth Advisers Ltd | Ben Lavender, Jack Powell, Roger Sutherland | Lavender | Throughout New Zealand | $250,000 | 250000.000 |
Southernwealth Management Ltd. | Southernwealth Management Ltd. | Don Broad | Broad | All of South Island | No minimum | 0.000 |
Strategic Financial Planning Ltd | Strategic Financial Planning Ltd | Michael Taylor | Taylor | Christchurch, and national online service | $500,000 | 500000.000 |
The Private Office | The Private Office | Nick Crawford, Patrick Fogarty, Laetitia Peterson | Crawford | Mainly Auckland but service clients throughout New Zealand | Varies | 999999999.000 |
Trustees Executors Private Wealth | Trustees Executors Private Wealth | David Rendell, Ross Sheerin, Ann Morrell, Mark Hendry, | Rendell | DR: Auckland, Northland, rest of North Island. RS: Bay of Plenty, Waikato, rest of North Island. AM: Canterbury, Otago, South Island. MH: Otago, Southland. | $50,000 | 50000.000 |
Your Money Blueprint Ltd | Your Money Blueprint Ltd | Nick Carr | Carr | Wellington, work remotely throughout NZ | No minimum | 0.000 |
Firm | Adviser's Name | Offices or Areas Regularly Visited | Minimum Initial Investment | |||
---|---|---|---|---|---|---|
Roskow Independent Advisory | Roskow Independent Advisory | Matthew Ross, Neil Salkow | Ross | Melbourne, Brisbane | No minimum | 0.000 |