Wealth Managers in Wellington

31 FSPR-registered wealth managers list Wellington on the Financial Service Providers Register.

What is a wealth manager?

A wealth manager provides comprehensive advice for higher-net-worth individuals — typically combining investment management, tax-aware planning, and estate or trust structuring. They must be FSPR-registered.

Every wealth manager in New Zealand must be registered on the FSPR. Verify any adviser at fsp-register.companiesoffice.govt.nz.

Longest-registered wealth managers in Wellington

Fund Manager

Armillary Limited

Wellington · 15+ years

Fund Manager

The New Zealand Anglican Church Pension Board

Wellington · 15+ years

Fund Manager

Paul Gerard Drummond

Wellington · 15+ years

Fund Manager

The Trustees of the Unisys NZ Employees Retirement Income Fund

Wellington · 15+ years

Fund Manager

The Bank of New Zealand Officers' Provident Association

Wellington · 15+ years

Fund Manager

Shell New Zealand Pensions Limited

Wellington · 15+ years

Wealth Manager

Todd Family Office Limited

Wellington · 15+ years

Fund Manager

Ewen Thomas Griffiths

Wellington · 14+ years

Browse all 31 wealth managers in Wellington

Common questions

What is a wealth manager? ▼

A wealth manager provides comprehensive advice for higher-net-worth individuals — typically combining investment management, tax-aware planning, and estate or trust structuring. They must be FSPR-registered.

How many wealth managers are there in Wellington? ▼

31 FSPR-registered wealth managers list Wellington as their primary business address on the Financial Service Providers Register.

How do I check a wealth manager's credentials? ▼

Every wealth manager 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 wealth managers 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.

FinanceAdvisers.co.nz is a lead generation service that connects consumers with FSPR-registered financial service providers. We are not licensed to provide financial advice and do not make specific product recommendations. Always verify credentials at the FSPR register.

All advisers in

Wellington

Regional overview

Wellington financial advisers