Financial advisor in Wellington

259 results found

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Browse financial advisor in Wellington. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 259 results in Wellington. Average rating 2.5/5 based on 2,574 reviews & ratings.

Directory overview

  • 259 Total businesses
  • 2.5 Average rating
  • 54% With reviews
  • 36% With photos

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  1. 47

    NZ Funds Private Wealth Wellington

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œThank you Bonard and Conall for taking the time to complete our review meeting and go over our portfolio. As always, the information and advice you provided was easy to understand and helpful, ensuring we can achieve our goals.”

    Address: 40 Johnston Street, Wellington Central, Wellington 6011, New Zealand
    Phone: +64 4 473 7701
    Website: nzfunds.co.nz
  2. 48

    Scott Yu - Loan Market

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œI have had a few mortgage advisors over the last few years and Scott was by far the best to work with. Always contactable, provides multiple options for you, and truly works with you to get the best result. I would definitely recommend Scott to anyone looking or a mortage advisor.”

    Address: 20 Moorefield Road, Johnsonville, Wellington 6037, New Zealand
    Website: adviser.loanmarket.co.nz
  3. 49
    Photo of BW Miller Dean - Te Aro, Wellington

    BW Miller Dean

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œI’ve been really impressed with the level of service and expertise provided by Gary, my accountant. We reviewed the savings and cost reductions put in place in the previous year, and it was rewarding to see the extra profit that resulted from that work. During our meeting, I also discussed a few key projects, for future tax commitments, and we were able to work through some solid solutions that perfectly align with my cash flow and business requirements. The team supporting my accounts has been excellent, and I’m very satisfied with the service they provide. Highly recommend!”

    Address: 94 Dixon Street, Te Aro, Wellington 6011, New Zealand
    Phone: +64 4 910 3340
    Website: bwmillerdean.co.nz
  4. 50
    Photo of Affinity Accounting & Advisory Ltd - Wellington Central, Wellington

    Affinity Accounting & Advisory Ltd

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œI really respect and like Dylan. I have consistently received great advice during the many years I have been associated with Affinity Accounting. Dylan provides good advice and has always steered me on the right path.”

    Address: 111 Customhouse Quay, Wellington Central, Wellington 6011, New Zealand
    Phone: +64 4 974 4455
    Website: affinityaccounting.co.nz
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  1. 51
    Photo of SAVVY WEALTH - Wellington Central, Wellington

    SAVVY WEALTH

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œDieter has helped us manage our finances for over a year. Recently we had a very worthwhile meeting with Dieter to review our position. Dieter has provided us with access to a very useful tool to analyse and forecast our income and expenditure. Dieter listens carefully and provides very sound financial planning advice.”

    Address: 114 The Terrace, Wellington Central, Wellington 6011, New Zealand
    Phone: +64 210 268 7955
    Website: savvywealth.co.nz
  2. 52
    Photo of Outside Accounting - Te Aro, Wellington

    Outside Accounting

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œAs a new client of Outside Accounting I can only use one word - outstanding. Very proactive and communicative and they take all the hassle out of tax returns. Best around if you have a rental property and are new to the taxation issues that can come up. A++++”

    Address: 182 Vivian Street, Te Aro, Wellington 6011, New Zealand
    Phone: +64 4 889 2975
    Website: outsideaccounting.co.nz
  3. 54
    Photo of Julia Berner at Broker Intel - Lyall Bay, Wellington

    Julia Berner at Broker Intel

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œI came to New Zealand six months ago without any knowledge of the financial situation or options in New Zealand. Juliya suggested what I should do, and together we created a pathway for me to save money and buy my own property. Now, I am smoothly moving along my personal pathway, confident that if I follow the plan, I will achieve financial stability and security. Julia is very approachable and flexible. She is a knowledgeable financial planner who can assist with every aspect of home loans, insurance, KiwiSaver, and building financial freedom.”

    Address: 68 Kingsford Smith Street, Lyall Bay, Wellington 6022, New Zealand
    Phone: +64 20 4156 0804
    Website: brokerintel.net
  4. 55
    Photo of Mortgage Time - Berhampore, Wellington

    Mortgage Time

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œWe recently sold our first home in Wellington and relocated to the Hawkes Bay where we purchased another home. Brodie helped us to secure a mortgage for our new home, and was absolutely excellent to work with. Buying and selling at the same time certainly has its stresses, but Brodie communicated clearly and promptly throughout, making the experience much smoother and more enjoyable for us. Both my husband and I are self-employed, which can sometimes make the lending process tricky, however Brodie helped us to navigate this all seamlessly. We're looking forward to having his financial guidance as we continue to review our mortgage over the coming years. We're so glad we engaged Brodie's services, and highly recommend him to anyone looking for a competent and trustworthy mortgage broker.”

    Address: 22 Akatea Street, Berhampore, Wellington 6023, New Zealand
    Phone: +64 27 244 6444
    Website: mortgagetime.co.nz
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  1. 57
    Photo of Home Loan Factory Mortgage Brokers Wellington - Johnsonville, Wellington

    Home Loan Factory Mortgage Brokers Wellington

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œWhat a privilege it has been to work alongside Gagan. He has been incredibly patient and informative, guiding me through my financial plan with clear, easy-to-understand explanations. He made the whole process simple, and we were able to complete and submit everything we needed within just three days. Divya has also been amazing! What started as a casual catch-up quickly turned into the beginning of making my homeownership dream a reality. The way she organised everything and set the wheels in motion has me genuinely excited for what comes next. Highly recommend!”

    Address: 103 Johnsonville Road, Johnsonville, Wellington 6037, New Zealand
    Phone: +64 28 8517 4720
    Website: homeloanfactory.co.nz
  2. 58
    Photo of Ross Kinzett - Mike Pero Mortgages - Lowry Bay, Lower Hutt

    Ross Kinzett - Mike Pero Mortgages

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œMy partner and I recently bought our first home and we expected nightmares caused by trying to understand mortgages. Ross made the whole process a breeze. His experience and knowledge coupled with his honesty and personability are such comforts, particularly considering our significant lack of experience. We can't recommend Ross highly enough and we certainly hope to work with him again someday!”

    Address: 202 Marine Drive, Lowry Bay, Lower Hutt 5013, New Zealand
    Phone: +64 22 083 4224
    Website: mikepero.co.nz
  3. 59
    Photo of Dawn Whiteside at Loan Market Capital and Coast - Petone, Lower Hutt

    Dawn Whiteside at Loan Market Capital and Coast

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œDawn and her team has recently helped us move our mortgage to a different bank. She understood the assignment from the start and was an absolute pleasure to work with. They kept us updated on the progress and even followed up after the mortgage was setup. Highly recommend Dawn and her team!”

    Address: 284 Jackson Street, Petone, Lower Hutt 5012, New Zealand
    Phone: +64 210 244 9851
    Website: adviser.loanmarket.co.nz
  4. 60
    Photo of Jo Vivian at Loan Market Servicing North and South Island - Petone, Lower Hutt

    Jo Vivian at Loan Market Servicing North and South Island

    β˜…β˜…β˜…β˜…β˜… 5 Open

    β€œWe highly recommend mortgage broker Jo Vivian! From the very first conversation, it was clear that we were in expert hands. She went above and beyond at every step of the process, explaining our options clearly, responding to our questions quickly (even outside regular hours), and ultimately securing us a mortgage that suited our needs perfectly. What really stood out was Jo’s dedication and genuine care. She took the time to understand our situation, worked through challenges proactively, and kept us informed every step of the way. Thanks to Jo, what could have been a stressful experience was smooth and reassuring. If you’re looking for a mortgage broker who is knowledgeable, responsive, and truly committed to helping you succeed, look no further. Jo Vivian is a total standout, and we’re incredibly grateful for the support.”

    Address: 284 Jackson Street, Petone, Lower Hutt 5012, New Zealand
    Phone: +64 21 204 8816
    Website: adviser.loanmarket.co.nz
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