Financial Planners in Mount Maunganui
59 FSPR-registered financial planners list Mount Maunganui on the Financial Service Providers Register.
What is a financial planner?
A financial planner provides personal financial advice covering budgeting, investments, KiwiSaver, retirement, and insurance. In New Zealand they must be registered on the FSPR and operate under a licensed Financial Advice Provider.
Every financial planner in New Zealand must be registered on the FSPR. Verify any adviser at fsp-register.companiesoffice.govt.nz.
Longest-registered financial planners in Mount Maunganui
Financial Adviser
Charles Matthew Tomlinson
Mount Maunganui · 15+ years
Financial Adviser
Francis Gerad McLean
Mount Maunganui · 15+ years
Financial Adviser
Thomas Callum Blampied
Mount Maunganui · 15+ years
Financial Adviser
Marc England
Mount Maunganui · 15+ years
Financial Adviser
Michael George Williams
Mount Maunganui · 15+ years
Financial Adviser
Bruce Graham Cortesi
Mount Maunganui · 15+ years
Financial Adviser
Graeme Robert Shanks
Mount Maunganui · 15+ years
Financial Adviser
Keryn Tavendale
Mount Maunganui · 15+ years
Common questions
What is a financial planner? ▼
A financial planner provides personal financial advice covering budgeting, investments, KiwiSaver, retirement, and insurance. In New Zealand they must be registered on the FSPR and operate under a licensed Financial Advice Provider.
How many financial planners are there in Mount Maunganui? ▼
59 FSPR-registered financial planners list Mount Maunganui as their primary business address on the Financial Service Providers Register.
How do I check a financial planner's credentials? ▼
Every financial planner in New Zealand must be on the Financial Service Providers Register (FSPR). Search the FSPR at fsp-register.companiesoffice.govt.nz to verify their registration status, dispute resolution scheme, and any conditions on their registration.
Do financial planners in Mount Maunganui charge fees? ▼
Fee structures vary. Some are paid via commission from product providers (so the service is free to you); others charge an hourly rate or fixed fee. Confirm fees up front during the initial consultation.
All advisers in
Mount Maunganui
Regional overview
Mount Maunganui financial advisers
More about Financial Planners in New Zealand
Looking for general information on what financial planners do, how they're regulated, and what fees to expect? Our nationwide guide covers it.
Financial Planners in New Zealand — full guide →