Financial advisers for retirement & estate planning in Wellington
25 of 65 financial advisers in Wellington list retirement & estate planning among their services, from public business listings checked on 4 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 1–25 of 25Sorted by: verified first, then most reviewed
Financial advisers for retirement & estate planning in Wellington: listings 1 to 25
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Money Maverick
Listed -
FoxPlan Wellington
Listed- Since 1996
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Harness Financial
Listed- Since 2021
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Brosnahan Financial
Listed -
SAVVY WEALTH
Listed- Since 2007
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Stream-Gold
Listed- Since 2017
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Lifetime
Listed- Since 2008
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Blue Canoe
Listed- Since 2020
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- 15 years
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Succession First
Listed- Since 2003
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Future Secure Financial
Listed -
- Since 2006
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Lifetime
Listed -
SBS Wealth
Listed -
Financial Sense Ltd
Listed- Since 2001
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Melville Jessup Weaver
Listed- Since 2011
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- Since 2013
- Publishes prices
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Bloomsbury Associates
Listed- Since 2009
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- 25 years
How to choose a financial adviser in Wellington
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.