Financial advisers for business insurance & loans in Auckland

42 of 164 financial advisers in Auckland list business insurance & loans among their services, from public business listings checked on 3 November 2026. Financial advisers doing restricted work in New Zealand must hold a current FAP licence or be supervised by someone who does. For typical prices, see the financial adviser price guide.

Showing 1–30 of 42Sorted by: verified first, then most reviewed

Financial advisers for business insurance & loans in Auckland: listings 1 to 30

  1. Flat Bush5.0 (292 Google reviews)

    • 13 years
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  2. Takapuna4.9 (166 Google reviews)

    • Since 2020
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  3. Mount Wellington5.0 (163 Google reviews)

    • 12 years
    • Publishes prices
    • Business insurance & loans
    • Mortgage & home loan advice
    • Debt consolidation
  4. Newmarket5.0 (135 Google reviews)

    • 12 years
    • Business insurance & loans
    • Life & health insurance
    • Wealth management & investment advice
  5. Mount Roskill5.0 (97 Google reviews)

    • Business insurance & loans
    • Mortgage & home loan advice
    • Income protection & disability insurance
  6. Rosedale5.0 (66 Google reviews)

    • Business insurance & loans
    • KiwiSaver advice
    • Mortgage & home loan advice
  7. Glendowie5.0 (60 Google reviews)

    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  8. Rosedale5.0 (49 Google reviews)

    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  9. Pakuranga Heights4.9 (44 Google reviews)

    • Since 2015
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  10. Hobsonville4.9 (43 Google reviews)

    • 20 years
    • Business insurance & loans
    • Financial planning & advice
    • Wealth management & investment advice
  11. Takapuna5.0 (39 Google reviews)

    • Since 2004
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  12. Takanini5.0 (34 Google reviews)

    • 10 years
    • Business insurance & loans
    • Financial planning & advice
    • Mortgage & home loan advice
  13. Bolster

    Listed

    Northcote5.0 (31 Google reviews)

    • 20 years
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  14. Rosedale5.0 (31 Google reviews)

    • 30 years
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  15. Glendene5.0 (28 Google reviews)

    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  16. CBD4.9 (27 Google reviews)

    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  17. Mount Roskill4.8 (23 Google reviews)

    • Since 2010
    • Business insurance & loans
    • Life & health insurance
    • Mortgage & home loan advice
  18. Parnell5.0 (22 Google reviews)

    • Since 2014
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  19. Titirangi5.0 (20 Google reviews)

    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  20. Browns Bay5.0 (15 Google reviews)

    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  21. Newmarket3.8 (13 Google reviews)

    • Business insurance & loans
    • Debt consolidation
  22. Albany4.9 (13 Google reviews)

    • Business insurance & loans
  23. Freemans Bay5.0 (10 Google reviews)

    • Since 2011
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  24. Albany4.9 (10 Google reviews)

    • Business insurance & loans
    • Financial planning & advice
    • Mortgage & home loan advice
  25. Ponsonby4.6 (9 Google reviews)

    • Business insurance & loans
    • Financial planning & advice
    • Mortgage & home loan advice
  26. Mobile, serves Auckland4.5 (8 Google reviews)

    • 40 years
    • Publishes prices
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  27. Flat Bush5.0 (8 Google reviews)

    • Since 1993
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  28. Silverdale5.0 (6 Google reviews)

    • Since 2016
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  29. Rosedale5.0 (5 Google reviews)

    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance
  30. Albany4.7 (3 Google reviews)

    • Since 1987
    • Business insurance & loans
    • Financial planning & advice
    • Life & health insurance

How to choose a financial adviser in Auckland

Financial advice to the public must be given by, or on behalf of, a financial advice provider (FAP) licensed by the Financial Markets Authority, and advisers must be on the Financial Service Providers Register. Advisers must follow the Code of Professional Conduct for Financial Advice Services. Before you act on advice, they must tell you their fees, any commissions and conflicts, and the scope of their advice. Check the FAP register.

  1. Check the adviser and their financial advice provider on the Financial Service Providers Register.
  2. Read their disclosure statement: how they are paid, any commissions, conflicts and the limits of what they advise on.
  3. Ask for every fee in dollars at your balance, not only percentages, and whether GST is included.
  4. For percentage fees, ask whether there is a minimum fee. A minimum can double the effective rate on a smaller portfolio.
  5. Ask whether they recommend in-house products, and how they compare them with alternatives.

Get at least two written quotes for the same job, and read recent Google reviews rather than relying on the star rating alone. A listing here is not a recommendation: “Listed” businesses have not yet been checked by LocalsBest.

Our full guide to choosing a financial adviser.