Financial Planners in Palmerston North
134 FSPR-registered financial planners list Palmerston North 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 Palmerston North
Financial Adviser
Maryann Jane Pratt
Palmerston North · 15+ years
Financial Adviser
Murray James Ward
Palmerston North · 15+ years
Financial Adviser
Core Wealth Solutions Limited
Palmerston North · 15+ years
Financial Adviser
Ewan Paul Westergaard
Palmerston North · 15+ years
Financial Adviser
Andrew John McLean
Palmerston North · 15+ years
Financial Adviser
Kristy Marie Staples
Palmerston North · 15+ years
Financial Adviser
John William Dunlop
Palmerston North · 15+ years
Financial Adviser
Derek Wallace Bryce
Palmerston North · 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 Palmerston North? ▼
134 FSPR-registered financial planners list Palmerston North 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 Palmerston North 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
Palmerston North
Regional overview
Palmerston North 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 →