Financial Advisers in Invercargill

Connect with 1 qualified, FMA-licensed financial advisers in Invercargill, Southland. Get expert advice on KiwiSaver, retirement planning, investments, and mortgages.

1
Licensed Advisers
Free
Initial Consultation

Invercargill at a Glance

Population 55,000
Region Southland
Average Income $60,000
Property Prices $320K average
Financial Advisers 1 Licensed

Key Industries

Agriculture Manufacturing Retail Transport

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All Financial Advisers in Invercargill

1 licensed advisers found in Invercargill

INSURANCE SUPPLY COMPANY INVERCARGILL LIMITED

Independent Adviser

4.7 (20 reviews)
Invercargill, New Zealand
Life Insurance Income Protection KiwiSaver

Financial Services in Invercargill

Our network of Invercargill financial advisers offers comprehensive services tailored to the unique needs of Southland residents.

Retirement Planning

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

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KiwiSaver Advice

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

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Investment Planning

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

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Property & Mortgages

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

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Insurance Planning

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

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Tax Planning

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

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Invercargill Areas We Cover

Financial advisers available across all Invercargill suburbs and districts

CBD

Financial advisers available

Windsor

Financial advisers available

Appleby

Financial advisers available

Georgetown

Financial advisers available

Grasmere

Financial advisers available

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

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Frequently Asked Questions

Common questions about financial advisers in Invercargill

How many financial advisers are there in Invercargill?

There are 1+ licensed financial advisers in Invercargill. This includes specialists in retirement planning, KiwiSaver, investment advice, mortgage guidance, and insurance planning.

What is the average cost of financial advice in Invercargill?

Financial advice costs in Invercargill 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 Invercargill?

With average property prices of $320K average in Invercargill, professional financial advice can help with investment strategies, mortgage structuring, and tax implications. Many investors benefit from expert guidance.

Are financial advisers in Invercargill FMA regulated?

Yes, all financial advisers in Invercargill 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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