Financial advisers for wealth management & investment advice in Auckland page 2 of 3
67 of 164 financial advisers in Auckland list wealth management & investment advice 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 31–60 of 67Sorted by: verified first, then most reviewed
Financial advisers for wealth management & investment advice in Auckland: listings 31 to 60
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Element Financial Ltd
Listed- Since 2020
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Mybroker
Listed -
- Since 2011
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Simple Advice
Listed -
- 40 years
- Publishes prices
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- 10 years
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Imak Advice Ltd
Listed- 25 years
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NZOne Financial Services
Listed- Since 2016
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Rutherford Rede Limited
Listed -
Link Financial Group
Listed -
- 20 years
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- Since 1881
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Multiply
Listed- Since 2018
- Publishes prices
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NZBritannia
Listed- 25 years
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True North Investments
Listed- Since 1988
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Athena Wealth NZ
Listed- 20 years
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JBWere New Zealand
Listed -
Pāua Wealth Management
Listed -
SHARE
Listed- Since 2009
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AdviceFirst Limited
Listed -
Crest Advisory
Listed- 50 years
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- 30 years
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- 6 years
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- Since 2001
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Morgan Taylor Limited
Listed
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.