Reid Investment Consultants

Dunedin, Otago

03 474 9621

Reid Investment Consultants provide totally independent investment advice to clients on appropriate strategies for direct investment in term deposits, cash, New Zealand bonds, and Australasian shares

Investment AdvisoryFinancial AdviceWealth ManagementEquities

Wright Financial

Note

07 834 0661

Hamilton based Authorized Financial Advisor offering Personal & Business Insurance, Mortgage finance, Investment Advice, Health Insurance, Kiwisaver Wright Financial Solutions Hamilton

Financial AdviceFinancial AdvisorDisclosure StatementFinancial Services Industry

Canopus Investments Limited

North Shore City, Auckland

09 444 8055

Investment advice with free investment newsletter by Authorised Financial Adviser. How to invest in shares, bonds, debentures, capital notes & property. Kiwisaver information and advice. Conservative, balanced and h…

retirement financial servicesFinancial InvestmentsUnit TrustsFinancial Planners

Lyford Asset Management Ltd

Wellington, Wellington

044710662

Specialists and unbiased advice on financial planning, investment advice, personal insurance (life, truama, income protection), retirment planning and investing, UK Pension Transfers into QROPS schemes about tax penalti…

Investment Advisersretirement financial servicesInvestment Portfoliofinancial planning

Logic Funds

Wanaka, Otago

+64 03 443 5510

Logic Fund Management provides wealth management solutions & independent investment advice for individuals, trusts and groups

Investment StrategyWealth ManagementEquities

Financial Sense

NAPIER, Hawke's Bay

(06) 835 0205

Qualified financial services investment advice, estate planning, risk planning and insurance, kiwisaver, mortgage brokering

Tina Yip And Associates

te aro

04 971 0668

Tina Yip and Associates Ltd for accounting services, financial and property investment advice

Financial AdviceMoney ManagementFinancial Consulting

Advanced Financial Solutions

Auckland, Auckland

09 444 3640

Financial Services including Investment advice, Insurance and Mortgage finance

Financial AdviceKiwiSaverretirement planningManaged Funds

Bramwell Brown

Masterton

+64 6 378 8299

Bramwell Brown Limited provides independent investment advice and sharebroking services. We are based in Masterton, New Zealand

Investment AdvisoryDisclosure Statement

Housing First

0800 25 35 35

Residential property investment advice and residential property investment seminars from Housing First Investments Ltd, New Zealand

Trust Investments

Auckland, Auckland

(09) 306 2530

Our investment advisory services will assist with the setting and monitoring of their investment strategies, while our property asset management services will make sure property investments are managed and returns …

Investment ProductsProviding FinancialInvestment AdvisoryReal Estate Advice

Goodlife Advice

+ 64 9 580 1966

Goodlife Financial Advice of Auckland, New Zealand designs and implements superior wealth creation options for our clients that will have a profoundly positive effect on their lives and the lives of their families

Financial AdviceWealth ManagementFinancial Plannersfinancial planning

Stapleton Financial Solutions Ltd

Wellington, Wellington

04-4956374

…where practice owners are shareholders. We have 20 years of experinece in providing the best Insurance and Investment advice available in the market and continuously update our service. We specialise in Business…

Income Protectiontrauma insurancePersonal InsuranceMortgage Insurance

Peak Portfolio Management

Hastings, Hawke's Bay

+64 6870 3838

Peak Portfolio Management Limited was established in 2003 to offer financial planning, investment advice and portfolio management to residents of New Zealand

Investment Portfoliofinancial planningPortfolio Management

Insite Group

Remuera, Auckland

09 529 5017

A Team of Professional Advisers offering a full range of Insurance Mortgage and Investment Advice. We are actively growing our client base and welcome all enquiries and customers to complete a free insurance review.   W…

trauma insuranceMortgage ProtectionLife InsuranceMedical Insurance

Shand Thomson

Dunedin, Otago

03 4180020

Shand Thomson, Chartered Accountants, based in Balclutha, Otago, New Zealand. Agribusiness and related industries are our specialty. We also have specialist expertise in transportation, logging and forestry, health, edu…

financial planningEstate Planning

Quartz Wealth Management

North Shore City

(09) 486 9785

…amount of wealth we advise on, rather we want to ensure you get quality independent advice This means our financial and investment advice can be specifically tailored to meet your unique personal needs and goals

Wealth ManagementInvestment ManagementPortfolios

Capital Accounting

0800 482 952

The set up and management of Trusts, advice on business development and strategies, and share trading and investment advice are services offered under the umbrella of our sister companies and Give us a call an…

Wealth Creation

Lyford Independent Investments Limited

Wellington, Wellington

044710662

We are a fee only independent boutique investment advice company.  After 15 years as an investment adviser I realised that the traditional investment advice based on modern portfolio theory did not work in the market en…

Thorner Fire and General Insurance

Upper Hutt, Wellington

04 528 8088

Thorners are an established family business offering personalised Insurance and Investment advice. We cover all types of Insurance so you name it, we will insure it. We also offer a full range of personal insurance serv…

KiwiSaverhome insurancePersonal InsuranceFinancial Insurance

Intouch Accountants Ltd

New Windsor, Auckland

0800222522

Looking for an affordable yet professional and timely accounting service with free advice, 100% guaranteed quotes and excellent testimonials for your small business? Why not talk to us and save on your accounting and bu…

Financial AdviceFinancial Advisorfinancial planningAccounting And Taxation Services

Life-time Financial Group

Auckland, Auckland

+64 9 418 5000

new zealand financial Company - personal insurance nz - Business insurance nz - LIFE-TIME Financial Group can offer specialist advice in areas such as KiwiSaver, ACC Levy Reduction, Medical Insurance, mortgage assistanc…

Investment Planningretirement financial servicesFinancial InvestmentsCash Management

Forbar

Whangarei, Northland

0800 367 227

New Zealanders have put their trust in Forsyth Barr for professional investment advice and service for over 75 years We provide a full range of investment banking services We are proud to be a New Zealand…

Investment AdvisorsInvestment Professionalsretirement financial servicesUnit Trusts

Forward Solutions

+64 3 980 4724

…are after tax minimisation or legal opinion, interest rate information or real estate advice, valuation or investment advice, we can point you in the right direction to all the experts to ensure you are getting the…

Mortgage BrokingFirst HomeMortgage Brokers

Forsyth Barr

Whangarei, Northland

0800 367 227

New Zealanders have put their trust in Forsyth Barr for professional investment advice and service for over 75 years We provide a full range of investment banking services We are proud to be a New Zealand…

Investment AdvisorsInvestment Professionalsretirement financial servicesCash Management

Fiona Judd

Hamilton

07 838 0795

An Accredited Investment Fiduciary providing profitable investment & financial management & advice – Hamilton, Waikato, Bay of Plenty, BOP

Advanced Financial Solutions

Albany, Auckland

09 478 82 12

…and financial services industry. The team at AFS can work with you to get the right insurance and investment plans in place to protect what you have worked hard to achieve. Whether it be your finances, lifestyle,…

Financial AdviceKiwiSaverfinancial planningManaged Funds

Bay Financial Partners Limited

Tauranga, Bay of Plenty

+64 7 578 3863

Full service financial planners offering a full range of investment and insurance options to meet your personal financial needs. Buying and selling shares and bonds Life, Trauma, Health Insurance Investments Retirement…

Financial AdviceFinancial Advisorfinancial planningretirement planning

Craigs Investment Partners

Tauranga

+64 7 577 6049

Craigs Investment Partners Limited is one of New Zealand’s largest investment advisory and management firms, offering personalised investment solutions to private, corporate and institutional clients Cam…

Investment StrategyInvestment AdvisorsInvestment AdvisersShare Market

First Nz Capital

Auckland, Auckland

64 4 474 4400

… industry expertise, global securities distribution, bank debt and underwriting capabilities Our investment advice is informed by a team of investment and research specialists, drawing on our own top rate research…

Investment Banking

Saturn Portfolio Management | Financial…

Newton, Auckland

0800 757 858

… We develop long-term relationships based on mutual respect to become our clients’ independent and trusted Investment Advisors. We provide financial planning and portfolio management advice to individuals,…

Unit TrustsInvestment AdvisoryFinancial AdviceFinancial Advisor

Pascoe Barton

(07) 306 0080

… Steven Barton and Susan Pascoe Barton The reports Pascoe Barton provide are great We are one of the few independently owned financial planning and investment advisory businesses operating in New Zealand

Investment AdvisorsInvestment AdvisersInvestment AdvisoryFinancial Advice

Bordeaux NZ

Auckland City, Auckland

+6493562552

Bordeaux NZ is a fine wine investment brokerage firm based in New Zealand.  We  provide a simple and cost effective solution to trading investment grade fine wine as commodity on the open market.

Portfolio ManagementInvestment Management

Bloomsbury Associates

Wellington, Wellington

0800 474 457

Philip Stevenson established Bloomsbury Associates after having worked in the financial services industry for over 13 years We provide investment advice and asset allocation expertise for existing client asset…

Financial Services IndustryFinancial Advisers

Kepler Group Dunedin

Dunedin, Otago

03 471 7127

Kepler Group provides expert financial planning, investment and insurance advice to help you to get what you want out of life. We know financial planning is about more than just money; it’s about protecting those you lo…

Financial AdviceFinancial AdvisorFinancial Planning & InvestmentsKiwiSaver

Kepler Group Timaru

Timaru Central, Canterbury

03 688 8569

Kepler Group provides expert financial planning, investment and insurance advice to help you to get what you want out of life. We know financial planning is about more than just money; it’s about protecting those you lo…

Investment StrategyFinancial AdviceWealth ManagementFinancial Advisor

Rma Consultants

Warkworth

+64 9 425 7111

Risk management services | RMA Consultants offers tailored investment solutions and insurance products. Our aim is to create a safe and secure financial future for you and your loved ones

retirement planningInsurance SolutionsInvestment SolutionsInsurance Advice

Ibg Insurance Broker Group

Auckland, Auckland

09 302 1028

…to you. It’s our way of getting to know you and your needs. What will you receive? A comprehensive report (in plain English) of our advice and recommendations. How much will this cost? There is no charge for this report

Insurance SolutionsMortgage Brokers

Property Investment Advice

Christchurch, New Zealand


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