Financial Planners in Richmond
28 FSPR-registered financial planners list Richmond 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 Richmond
Financial Adviser
Glyn Lewis-Jones
Richmond · 15+ years
Financial Adviser
Kathryn Danielle Alborough
Richmond · 15+ years
Financial Adviser
Castle Trust Financial Planning Limited
Richmond · 15+ years
Financial Adviser
Christine Marie Jackson Hughes
Richmond · 15+ years
Financial Adviser
Paul Stuart MacKay
Richmond · 15+ years
Financial Adviser
Anthony Peter Hall
Richmond · 12+ years
Financial Adviser
Michael William O'Reilly
Richmond · 12+ years
Financial Adviser
Karen Michelle Botica
Richmond · 11+ 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 Richmond? ▼
28 FSPR-registered financial planners list Richmond 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 Richmond 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
Richmond
Regional overview
Richmond 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 →