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. 61
    Photo of Donna Marks - Mortgage Adviser, Mortgage Express - Hutt Central, Lower Hutt

    Donna Marks - Mortgage Adviser, Mortgage Express

    ★★★★★ 5 Closed

    “I am thrilled to share my exceptional experience working with Donna Marks, our mortgage adviser, as we navigate the journey of finding our first home. Donna has been an invaluable resource, providing invaluable guidance and support every step of the way. Her wealth of knowledge and expertise in the mortgage industry were evident as she skillfully guided us through the complexities of the homebuying process. One of Donna's standout qualities is her exceptional responsiveness. Whether we reached out to her via phone, text, or email, Donna was always prompt in her communication, ensuring that our queries were addressed promptly and thoroughly. Her willingness to go above and beyond to provide us with useful information and advice at all times was truly remarkable. Her professionalism, dedication, and unwavering support have made what could have been a daunting experience feel seamless and stress-free. We are incredibly grateful for Donna's guidance and support, and we look forward to continuing our journey with her by our side.”

    Address: 516 High Street, Hutt Central, Lower Hutt 5040, New Zealand
    Phone: +64 27 330 6623
  2. 64
    Photo of FoxPlan Wellington - Te Aro, Wellington

    FoxPlan Wellington

    ★★★★★ 4.9 Closed

    “Excellent service. I've had several financial advisors and FoxPlan are the only ones to engage in planning with me. We've set proper goals and measurements. Rather than taking my money and tossing me a cookie cutter plan. Can't recommend FoxPlan enough.”

    Address: 101-103 Courtenay Place, Te Aro, Wellington 6011, New Zealand
    Phone: +64 800 667 873
    Website: foxplan.nz
  3. 65
    Photo of GoFi8ure - Te Aro, Wellington

    GoFi8ure

    ★★★★★ 4.9 Closed

    “GoFigure have helped my business immensely, not only setting me up with Xero but also helping me understand my numbers. Information and comms from them are prompt, thorough and efficient and they work hard to meet our needs, providing stability for the businesses and data we can rely on. We now have better vision relating to our accounts moving forward and they've also helped with some financial coaching/mentoring which has contributed to better processes, practices and strategic orientation in our decision making. Thanks heaps Lisa, Gabby and the team!”

    Address: 85 Ghuznee Street, Te Aro, Wellington 6012, New Zealand
    Phone: +64 800 463 488
    Website: gofi8ure.co.nz
  1. 66
    Photo of Convex Accounting - Wellington Central, Wellington

    Convex Accounting

    ★★★★★ 4.9 Closed

    “We work with these guys across both our business and personal accounts. Great personalised service from Hamish, Chris and the team. Good at breaking down complex financial jargon into something that's easy for us to understand. Thanks!”

    Address: 82 Willis Street, Wellington Central, Wellington 6011, New Zealand
    Phone: +64 4 212 4977
    Website: convexaccounting.co.nz
  2. 69
    Photo of Long & Cowan Accountants Wellington - Wellington Central, Wellington

    Long & Cowan Accountants Wellington

    ★★★★☆ 4.5 Closed

    “I used L&C for my taxes (overseas investments) last year, and I was very impressed with their professionalism, efficiency, and attention to detail. The process was smooth from start to finish, and they took the time to answer all my questions, ensuring I understood everything clearly. Their expertise gave me confidence that my taxes were handled correctly, and they even provided helpful advice for future tax planning. I can recommend L&Cto anyone looking for a reliable and knowledgeable tax service. I will definitely be using their services again!”

    Address: 276 Lambton Quay, Wellington Central, Wellington 6011, New Zealand
    Phone: +64 4 915 5966
    Website: longcowan.co.nz
  1. 77

    accounts2u

    ★★★★★ 5 Open

    “Mary at Accounts2U has been my book keeper since i started in business 4 years ago. In that time she has offered me solid advice on tax, employment law, marketing and a whole range of other topics. Her experience and knowledge are a valuable resource that I regularly draw on. I couldn't really imagine being in business without Mary's assistance Carl Beentjes Need a Nerd”

    Address: 16 Rama Crescent, Khandallah, Wellington 6035, New Zealand
    Phone: +64 4 479 1427
    Website: accounts2u.co.nz
  2. 79

    E. R. Accounting Services Ltd

    ★★★★★ 5 Closed

    “I would highly recommend ER accounting Ltd to any small business that wants to take control of their financial future as they are just as motivated as you are to develop your business. Since becoming a client with E.R Accounting Ltd I have found them to be an invaluable source of accounting knowledge and business expertise. Recently, they helped me convert to Xero and my accounting invoices have halved. I find them quick to answer queries and very professional. I especially appreciate the way they go over my annual accounts with me to ensure I understand them and to point out areas that I can work on to improve my profitability.”

    Address: 8 Leeds Street, Te Aro, Wellington 6011, New Zealand
    Phone: +64 4 385 1463
  3. 80

    Approved Investments

    ★★★★★ 5 Closed

    “Thank you for the excellent advise on the best investment management options. We're happy to have found an independent investment advisor and now move away from having our bank manage our investments. I've been most impressed with Andy and Sam's customer service standards. I will be recommending your service to the rest of my office. Thanks.”

    Address: 247 Mitchell Street, Brooklyn, Wellington 6021, New Zealand
    Phone: +64 800 110 513
  1. 83

    AdviceFirst Limited

    ★★★★★ 5 Closed

    “Really friendly and helpful. Great sound advice, breaking things down in simple terms for a not so savvy guy like myself, it was nice being clear and transparent with all the terminology etc. Special thank you to Michael Gorin for being really flexible, understanding and informative to my situation. Would recommend him to anyone looking for financial advice.”

    Address: 22 The Terrace, Wellington Central, Wellington 6011, New Zealand
    Phone: +64 800 438 238
    Website: advicefirst.co.nz
  2. 85

    Opes Partners – Property Investment

    ★★★★★ 5 Closed

    “We’ve had an outstanding experience working with the Opes Partners team on our wealth planning and new build investment property purchase. From the very beginning, we felt completely supported and in safe hands. The guidance we received — from initial planning and financial advice, right through to purchasing the property and navigating the construction process — was clear, professional, and genuinely thoughtful. What really stood out was the Opes team’s care, attention to detail, and good humour throughout. Nothing ever felt like too much trouble, and their expertise made a complex process feel smooth and stress-free. It’s been a real pleasure working with such a dedicated and friendly group of people. We’re incredibly grateful for everything you’ve all done — thank you!”

    Address: 1 Queens Wharf, Wellington Central, Wellington 6011, New Zealand
    Phone: +64 800 676 737
    Website: opespartners.co.nz