Financial advisers in East Auckland

8 financial advisers listed in East Auckland, Auckland, from public business listings checked on 3 November 2026. Most are based in Mount Wellington, East Tāmaki, and Glendowie. 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 1–8 of 8Sorted by: verified first, then most reviewed

Financial advisers in East Auckland: listings 1 to 8

  1. Mount Wellington5.0 (163 Google reviews)

    • 12 years
    • Publishes prices
    • Mortgage & home loan advice
    • Business insurance & loans
    • Debt consolidation
  2. Glendowie5.0 (60 Google reviews)

    • Financial planning & advice
    • Life & health insurance
    • Wealth management & investment advice
  3. wealthhq

    Listed

    Half Moon Bay4.9 (53 Google reviews)

    • 10 years
    • Life & health insurance
    • KiwiSaver advice
    • Mortgage & home loan advice
  4. Pakuranga Heights4.9 (44 Google reviews)

    • Since 2015
    • Financial planning & advice
    • Life & health insurance
    • Wealth management & investment advice
  5. Mount Wellington5.0 (36 Google reviews)

    • Since 2006
  6. Mount Wellington5.0 (9 Google reviews)

    • Financial planning & advice
    • Wealth management & investment advice
  7. East Tāmaki2.3 (3 Google reviews)

  8. Mount Wellington

    • Since 2003
    • Life & health insurance
    • Income protection & disability insurance
    • Business insurance & loans

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.