Financial Planners in Wanaka
43 FSPR-registered financial planners list Wanaka 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 Wanaka
Financial Adviser
Summit Financial Group Limited
Wanaka · 15+ years
Financial Adviser
Southern Wealth Management Limited
Wanaka · 15+ years
Financial Adviser
Stephen John McFarlane
Wanaka · 15+ years
Financial Adviser
Haley Philippa Van Leeuwen
Wanaka · 15+ years
Financial Adviser
Todd Bevan Swain
Wanaka · 15+ years
Financial Adviser
Sandra Kay Platt
Wanaka · 15+ years
Financial Adviser
Benjamin James Taylor
Wanaka · 15+ years
Financial Adviser
Malcolm Stuart Papworth
Wanaka · 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 Wanaka? ▼
43 FSPR-registered financial planners list Wanaka 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 Wanaka 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
Wanaka
Regional overview
Wanaka 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 →