Financial Planners in Wellington
377 FSPR-registered financial planners list Wellington 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 Wellington
Financial Adviser
Cameron Partners Limited
Wellington · 15+ years
Financial Adviser
Mark John Thomson
Wellington · 15+ years
Financial Adviser
Vantage N.z Limited
Wellington · 15+ years
Financial Adviser
Scott Walter Fowler
Wellington · 15+ years
Financial Adviser
Philip Ross Stevenson
Wellington · 15+ years
Financial Adviser
Grant Clive Rae
Wellington · 15+ years
Financial Adviser
Stuart James Baddeley
Wellington · 15+ years
Financial Adviser
Callum Graeme Ritchie Forbes
Wellington · 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 Wellington? ▼
377 FSPR-registered financial planners list Wellington 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 Wellington 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
Wellington
Regional overview
Wellington 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 →