Mobile financial advisers in Auckland
5 financial advisers in Auckland list no public address and travel to customers. 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 1–5 of 5Sorted by: verified first, then most reviewed
Mobile financial advisers in Auckland: listings 1 to 5
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- 10 years
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Brisk Insurance Limited
Listed -
- 20 years
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- 40 years
- Publishes prices
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The CFO Centre
Listed- Since 2001
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.
- Check the adviser and their financial advice provider on the Financial Service Providers Register.
- Read their disclosure statement: how they are paid, any commissions, conflicts and the limits of what they advise on.
- Ask for every fee in dollars at your balance, not only percentages, and whether GST is included.
- For percentage fees, ask whether there is a minimum fee. A minimum can double the effective rate on a smaller portfolio.
- 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.