Financial Advisers in Dunedin

Connect with 38 qualified, FMA-licensed financial advisers in Dunedin, Otago. Get expert advice on KiwiSaver, retirement planning, investments, and mortgages.

38
Licensed Advisers
Free
Initial Consultation

Dunedin at a Glance

Population 135,000
Region Otago
Average Income $65,000
Property Prices $485K average
Financial Advisers 38 Licensed

Key Industries

Education Healthcare Technology Tourism

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All Financial Advisers in Dunedin

38 licensed advisers found in Dunedin

LOAN MARKET DUNEDIN LIMITED

Independent Adviser

5.0 (668 reviews)
Dunedin, New Zealand
Mortgages Property Investment KiwiSaver

ASPIRE HOME LOANS LIMITED

Independent Adviser

5.0 (52 reviews)
Dunedin, New Zealand
Mortgages Property Investment KiwiSaver

INFINANCE LIMITED

Independent Adviser

5.0 (14 reviews)
Dunedin, New Zealand
Mortgages Property Investment KiwiSaver

HOME LOAN STUDIO LIMITED

Independent Adviser

5.0 (14 reviews)
Dunedin, New Zealand
Mortgages Property Investment KiwiSaver

EIGHTFOLD BAY OF PLENTY LIMITED

Independent Adviser

5.0 (12 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

FLAX STREET MORTGAGES & ADVISORY LIMITED

Independent Adviser

4.9 (22 reviews)
Dunedin, New Zealand
Mortgages Property Investment Financial Planning Retirement Planning

PARAMOUNT PARTNERSHIP LIMITED

Independent Adviser

4.9 (22 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

MOTU TONY FINANCIAL SERVICES LIMITED

Independent Adviser

4.9 (21 reviews)
Dunedin, New Zealand
Financial Planning Retirement Planning KiwiSaver

THE INSURANCE TEAM NZ LIMITED

Independent Adviser

4.9 (11 reviews)
Dunedin, New Zealand
Life Insurance Income Protection KiwiSaver

BOOST BROKERS RISK LIMITED

Independent Adviser

4.9 (2 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

PERFORMANCE PLUS FINANCE LIMITED

Independent Adviser

4.8 (14 reviews)
Dunedin, New Zealand
Mortgages Property Investment KiwiSaver

AUTHENTIC ADVISERS LIMITED

Independent Adviser

4.8 (6 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

COLTMAN LIMITED

Independent Adviser

4.8 (3 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

SAI FINANCE LIMITED

Independent Adviser

4.8 (2 reviews)
Dunedin, New Zealand
Mortgages Property Investment KiwiSaver

SILVER FERN FINANCIAL LIMITED

Independent Adviser

4.7 (21 reviews)
Dunedin, New Zealand
Financial Planning Retirement Planning KiwiSaver

VESTA NZ LIMITED

Independent Adviser

4.7 (17 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

BANG CORPORATION LIMITED

Independent Adviser

4.7 (10 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

LENDAL MORTGAGES LIMITED

Independent Adviser

4.7 (8 reviews)
Dunedin, New Zealand
Mortgages Property Investment KiwiSaver

GI WEALTH LIMITED

Independent Adviser

4.7 (1 reviews)
Dunedin, New Zealand
Investment Planning Wealth Management KiwiSaver

JILLIAN WEALTH LIMITED

Independent Adviser

4.6 (5 reviews)
Dunedin, New Zealand
Investment Planning Wealth Management KiwiSaver

WEALTH GURU LIMITED

Independent Adviser

4.5 (21 reviews)
Dunedin, New Zealand
Investment Planning Wealth Management KiwiSaver

THE INSURANCE SUPPLY CO (BOP) LIMITED

Independent Adviser

4.5 (13 reviews)
Dunedin, New Zealand
Life Insurance Income Protection KiwiSaver

THE FINANCE TEAM LIMITED

Independent Adviser

4.5 (9 reviews)
Dunedin, New Zealand
Mortgages Property Investment KiwiSaver

LENDINGO MORTGAGES LIMITED

Independent Adviser

4.5 (7 reviews)
Dunedin, New Zealand
Mortgages Property Investment KiwiSaver

BOJA LIMITED

Independent Adviser

4.4 (23 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

BRC ADVICE LIMITED

Independent Adviser

4.4 (18 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

SAGE WEALTH MANAGEMENT LIMITED

Independent Adviser

4.4 (12 reviews)
Dunedin, New Zealand
Investment Planning Wealth Management KiwiSaver

EBFA LIMITED

Independent Adviser

4.4 (5 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

SKYCAPITAL INVESTMENTS LIMITED

Independent Adviser

4.4 (4 reviews)
Dunedin, New Zealand
Investment Planning Wealth Management KiwiSaver

BRANSON AND ASSOCIATES LIMITED

Independent Adviser

4.3 (24 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

NZHL WHAKATANE (2024) LIMITED

Independent Adviser

4.3 (21 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

INSURO LIMITED

Independent Adviser

4.3 (17 reviews)
Dunedin, New Zealand
Life Insurance Income Protection KiwiSaver

GROUP & RISK BROKERS LIMITED

Independent Adviser

4.3 (4 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

PROSPER FINANCIAL LIMITED

Independent Adviser

4.2 (22 reviews)
Dunedin, New Zealand
Financial Planning Retirement Planning KiwiSaver

MINT FINANCIAL LIMITED

Independent Adviser

4.2 (5 reviews)
Dunedin, New Zealand
Financial Planning Retirement Planning KiwiSaver

FYN LIMITED

Independent Adviser

4.1 (3 reviews)
Dunedin, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

TIMELESS INVESTMENTS LIMITED

Independent Adviser

4.0 (18 reviews)
Dunedin, New Zealand
Investment Planning Wealth Management KiwiSaver

NEW ZEALAND HOME LOANS DUNEDIN METRO LIMITED

NEW ZEALAND HOME LOANS DUNEDIN METRO LIMITED

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Financial Services

Financial Services in Dunedin

Our network of Dunedin financial advisers offers comprehensive services tailored to the unique needs of Otago residents.

Retirement Planning

Plan for retirement in Dunedin with advice on superannuation, KiwiSaver optimization, and income strategies.

Find retirement advisers →

KiwiSaver Advice

Optimize your KiwiSaver with Dunedin advisers specializing in fund selection and first home purchases.

Find KiwiSaver advisers →

Investment Planning

Build wealth in Dunedin with investment strategies tailored to local market conditions and opportunities.

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Property & Mortgages

Navigate Dunedin's property market with expert mortgage advice and home loan guidance.

Find mortgage advisers →

Insurance Planning

Protect your Dunedin lifestyle with comprehensive life, health, and income protection insurance.

Find insurance advisers →

Tax Planning

Minimize tax obligations in Dunedin with strategic planning and expert advice on tax-efficient structures.

Find tax advisers →

Dunedin Areas We Cover

Financial advisers available across all Dunedin suburbs and districts

CBD

Financial advisers available

North Dunedin

Financial advisers available

South Dunedin

Financial advisers available

Roslyn

Financial advisers available

Caversham

Financial advisers available

Don't see your area? We have financial advisers throughout Otago.

Find advisers in your area

Frequently Asked Questions

Common questions about financial advisers in Dunedin

How many financial advisers are there in Dunedin?

There are 38+ licensed financial advisers in Dunedin. This includes specialists in retirement planning, KiwiSaver, investment advice, mortgage guidance, and insurance planning.

What is the average cost of financial advice in Dunedin?

Financial advice costs in Dunedin typically range from $150-400 per hour for consultation. Many advisers offer free initial consultations, and some work on a fee-for-service or percentage-based model.

Do I need a financial adviser for property investment in Dunedin?

With average property prices of $485K average in Dunedin, professional financial advice can help with investment strategies, mortgage structuring, and tax implications. Many investors benefit from expert guidance.

Are financial advisers in Dunedin FMA regulated?

Yes, all financial advisers in Dunedin must be licensed by the Financial Markets Authority (FMA). This ensures they meet professional standards and are qualified to provide financial advice in New Zealand.

🛡️ Important Regulatory Information

Data Sources: Financial adviser information is sourced from the Financial Service Providers Register and other public databases. Information is updated regularly but may not reflect current status.

Before Engaging an Adviser: Always verify current FMA registration at fma.govt.nz. Ensure advisers hold appropriate licenses for the services you require.

Our Role: We are a lead generation service only. We do not provide financial advice and are not licensed under the Financial Markets Conduct Act 2013. See our full disclosure statement.

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