Financial Advisers in Nelson

Connect with 18 qualified, FMA-licensed financial advisers in Nelson, Nelson Tasman. Get expert advice on KiwiSaver, retirement planning, investments, and mortgages.

18
Licensed Advisers
Free
Initial Consultation

Nelson at a Glance

Population 55,000
Region Nelson Tasman
Average Income $58,000
Property Prices $650K average
Financial Advisers 18 Licensed

Key Industries

Tourism Horticulture Forestry Arts

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All Financial Advisers in Nelson

18 licensed advisers found in Nelson

ICE3 FINANCIAL LIMITED

Independent Adviser

5.0 (18 reviews)
Nelson, New Zealand
Financial Planning Retirement Planning KiwiSaver

CENTRAL MORTGAGE & INSURANCE LIMITED

Independent Adviser

5.0 (18 reviews)
Nelson, New Zealand
Mortgages Property Investment Life Insurance Income Protection

CREST MORTGAGES LIMITED

Independent Adviser

4.9 (1 reviews)
Nelson, New Zealand
Mortgages Property Investment KiwiSaver

R K MORTGAGES LIMITED

Independent Adviser

4.7 (16 reviews)
Nelson, New Zealand
Mortgages Property Investment KiwiSaver

LONG BURROUGHS FINANCIAL SERVICES LIMITED

Independent Adviser

4.7 (15 reviews)
Nelson, New Zealand
Financial Planning Retirement Planning KiwiSaver

KIWIANA FINANCIAL SERVICES LIMITED

Independent Adviser

4.6 (21 reviews)
Nelson, New Zealand
Financial Planning Retirement Planning KiwiSaver

ELEPHANT FINANCIAL SERVICE LIMITED

Independent Adviser

4.6 (18 reviews)
Nelson, New Zealand
Financial Planning Retirement Planning KiwiSaver

SOLID STEELE ADVICE LIMITED

Independent Adviser

4.6 (18 reviews)
Nelson, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

AURORA CAPITAL LIMITED

Independent Adviser

4.5 (24 reviews)
Nelson, New Zealand
Investment Planning Wealth Management KiwiSaver

VIKING AGGREGATION NZ LIMITED

Independent Adviser

4.3 (14 reviews)
Nelson, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

SUMMIT RISK LIMITED

Independent Adviser

4.2 (17 reviews)
Nelson, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

ANYTIME FINANCE LIMITED

Independent Adviser

4.2 (8 reviews)
Nelson, New Zealand
Mortgages Property Investment KiwiSaver

HOME LOAN AND MORTGAGE PROJECTS LIMITED

Independent Adviser

4.1 (25 reviews)
Nelson, New Zealand
Mortgages Property Investment KiwiSaver

NEW LOOK NEW ZEALAND LIMITED

Independent Adviser

4.0 (19 reviews)
Nelson, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

ENRICH MORTGAGES LIMITED

Independent Adviser

4.0 (13 reviews)
Nelson, New Zealand
Mortgages Property Investment KiwiSaver

NELSON MARLBOROUGH INSURANCE BROKERS LIMITED

NELSON MARLBOROUGH INSURANCE BROKERS LIMITED

0
Financial Services

NEW ZEALAND HOME LOANS (NELSON) LIMITED

NEW ZEALAND HOME LOANS (NELSON) LIMITED

0
Financial Services

GINNY NELSON MORTGAGE & INSURANCE LIMITED

GINNY NELSON MORTGAGE & INSURANCE LIMITED

0
Financial Services

Financial Services in Nelson

Our network of Nelson financial advisers offers comprehensive services tailored to the unique needs of Nelson Tasman residents.

Retirement Planning

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

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KiwiSaver Advice

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

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Investment Planning

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

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Property & Mortgages

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

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Insurance Planning

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

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Tax Planning

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

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Nelson Areas We Cover

Financial advisers available across all Nelson suburbs and districts

CBD

Financial advisers available

Stoke

Financial advisers available

Richmond

Financial advisers available

Tahunanui

Financial advisers available

The Wood

Financial advisers available

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

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Frequently Asked Questions

Common questions about financial advisers in Nelson

How many financial advisers are there in Nelson?

There are 18+ licensed financial advisers in Nelson. This includes specialists in retirement planning, KiwiSaver, investment advice, mortgage guidance, and insurance planning.

What is the average cost of financial advice in Nelson?

Financial advice costs in Nelson 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 Nelson?

With average property prices of $650K average in Nelson, professional financial advice can help with investment strategies, mortgage structuring, and tax implications. Many investors benefit from expert guidance.

Are financial advisers in Nelson FMA regulated?

Yes, all financial advisers in Nelson 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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Get matched with qualified, FMA-licensed financial advisers in Nelson. Free consultations available from 18+ local professionals.