Financial Advisors in Auckland

Whether you are seeking advice in financial planning, retirement planning or wealth building, there are financial advisors in Auckland who can help you achieve your goals. These professionals can provide you with customised financial plans and solutions that are right for your needs. These advisers work in partnership with leading accountants and lawyers to deliver a seamless service.

Who is best to talk to about investing?

Private Wealth Advisers is a privately owned boutique advisory firm that offers specialist financial services to individuals, iwi organisations, and family offices. It is committed to providing clients with transparency, and hand-tailored financial solutions. It operates through market-leading custodial partners. This Link :

Daniel Carney is a financial planner who specialises in retirement finance planning, investment advice for Kiwisaver, and mortgage structuring. He also helps clients reduce debt and develop diversified portfolios. He has a background in real estate and insurance.

The SavY club is a professional membership organisation that represents financial advisers and professionals in capital markets. It hosts workshops and events with high-profile guest speakers. It also promotes good financial habits for young people.

National Capital is a financial adviser in Auckland that advises on over $10 million in KiwiSaver savings. It uses the latest technology to provide clients with safe investments. The firm also offers free personalised KiwiSaver advice. It serves clients throughout New Zealand.

Michael is a financial adviser in Auckland who has been in the mortgage industry since 1995. He also has a background in real estate and sales. He provides ongoing relationship management and financial advice in NZ. He is also a qualified mortgage broker.