Manawatu Financial Advisers

Found 19 financial advisers in Manawatu:

ANZ - Palmerston North

Can an ANZ Financial Adviser make a difference to you?

ANZ, part of ANZ National Bank Limited is New Zealand’s largest and oldest bank. The ANZ team of Financial Advisers are experienced, qualified professionals backed by resources and reputation. They are also helped and supported by a strong and qualified head Office team which works with the advisers to help ensure that the advice provided is the highest standard. ANZ requires a high level of professionalism backed by qualifications from its advisers and is able to provide a team geographically spread throughout the country.

ANZ has a joint venture with ING New Zealand and has a strategic relationship with Russell Investment Group. Both of these companies are major successful international fund managers.

With an ANZ Financial Adviser you have the choice of managing your own investments with the input of skilled investment advice or you can have your entire portfolio fully managed for you. ANZ Financial Advisers can not only help find the most suitable investment risk solution for you they can also help you to review your portfolio and rebalance your investment mix as the markets and your needs change over time.

Julian Sinclair is our Financial Adviser based in Palmerston North, covering the Terrace End and Feilding branches. He’s been with ANZ for 25 years and a Financial Adviser for 10, specialising in providing quality investment advice to long-term investors. Julian holds a Graduate Diploma in Business Studies endorsed in Personal Financial Planning.

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Craigs Investment Partners - Wanganui

Combining the best of global research with local investment knowledge, Craigs Investment Partners provides a comprehensive investment advisory service to a wide range of private investor clients, family trusts, charitable trusts and businesses, designed to help them achieve their financial goals.

Craigs Investment Partners is one of NZ's largest investment advisory and sharebroking firms, with branches throughout New Zealand.

Supported by in-depth international research and our own research team, our advisors personalise investment solutions tailored to the individual needs of their clients

All investments are chosen on the basis of quality and price. We have a philosophy of investing directly in equities and fixed interest rather than via managed funds. This helps to minimise fees, which can have a dramatic impact on long-term returns and also to maximise the income stream generated by the portfolio.

The company's objective throughout is to preserve and enhance our clients' investments.

Craigs Investment Partners operates under the rules of the New Zealand Exchange (NZX) and is an accredited NZX Firm. Additionally, all Craigs Investment Partners advisors are accredited NZX Advisors or Associate Advisors.

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Craigs Investment Partners- Palmerston North

Combining the best of global research with local investment knowledge, Craigs Investment Partners provides a comprehensive investment advisory service to a wide range of private investor clients, family trusts, charitable trusts and businesses, designed to help them achieve their financial goals.

Craigs Investment Partners is one of NZ's largest investment advisory and sharebroking firms, with branches throughout New Zealand.

Supported by in-depth international research and our own research team, our advisors personalise investment solutions tailored to the individual needs of their clients

All investments are chosen on the basis of quality and price. We have a philosophy of investing directly in equities and fixed interest rather than via managed funds. This helps to minimise fees, which can have a dramatic impact on long-term returns and also to maximise the income stream generated by the portfolio.

The company's objective throughout is to preserve and enhance our clients' investments.

Craigs Investment Partners operates under the rules of the New Zealand Exchange (NZX) and is an accredited NZX Firm. Additionally, all Craigs Investment Partners advisors are accredited NZX Advisors or Associate Advisors.

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MMG Advisory Partners - Levin

MMG Advisory Partners (MMG) was founded with a simple philosophy: to provide everyday New Zealanders and their families with tailored, responsible financial advice in plain, easy-to-understand language. This focus has seen us maintain close, long-term relationships with our clients for many years.
MMG follows an advice process which is focused on helping achieve the varying financial needs and goals of our clients. Importantly, our process takes into account the different stages of life and the individual circumstances of each client.
Our business has evolved to provide our clients with comprehensive financial advice which covers:
Financial Advice
Investment Advice
Estate Planning
KiwiSaver
With a network of over 50 financial advisers, many of whom have worked together for over a decade, MMG offers the advantage of proven performance, personalised service, and individually tailored solutions.

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MMG Advisory Partners - Palmerston North

MMG Advisory Partners (MMG) was founded with a simple philosophy: to provide everyday New Zealanders and their families with tailored, responsible financial advice in plain, easy-to-understand language. This focus has seen us maintain close, long-term relationships with our clients for many years.
MMG follows an advice process which is focused on helping achieve the varying financial needs and goals of our clients. Importantly, our process takes into account the different stages of life and the individual circumstances of each client.
Our business has evolved to provide our clients with comprehensive financial advice which covers:
Financial Advice
Investment Advice
Estate Planning
KiwiSaver
With a network of over 50 financial advisers, many of whom have worked together for over a decade, MMG offers the advantage of proven performance, personalised service, and individually tailored solutions.

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MMG Advisory Partners - Wanganui

MMG Advisory Partners (MMG) was founded with a simple philosophy: to provide everyday New Zealanders and their families with tailored, responsible financial advice in plain, easy-to-understand language. This focus has seen us maintain close, long-term relationships with our clients for many years.
MMG follows an advice process which is focused on helping achieve the varying financial needs and goals of our clients. Importantly, our process takes into account the different stages of life and the individual circumstances of each client.
Our business has evolved to provide our clients with comprehensive financial advice which covers:
Financial Advice
Investment Advice
Estate Planning
KiwiSaver
With a network of over 50 financial advisers, many of whom have worked together for over a decade, MMG offers the advantage of proven performance, personalised service, and individually tailored solutions.

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Personal Investment Centre Ltd

Personal Investment Centre would welcome the opportunity to help you think about your future by identifying your life goals and coming up with a plan on how to achieve them.

This could include saving for a house, car or overseas trips, setting funds aside for your children's education, planning for your retirement, insurance cover and estate planning.

We specialise in ensuring our retired investors optimise their cash flow and protect their capital through their retirement years.

Contact us today and let us help you PICk the investment path that is right for you. www.investcentre.co.nz

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Spicers Portfolio Management

Spicers are one of New Zealand's leading financial advisory firms offering a comprehensive range of investment and financial planning services. Spicers have a nationwide network of skilled financial advisers who can help you create and maintain a complete financial strategy for your retirement, investment and business needs. This comprehensive plan will also include estate planning, insurance, and taxation. Spicer's investment specialist, Arcus Investment Management, is regarded as amongst the top in the industry.
Call 0800 102 100 to talk to a Spicers adviser. There is no charge and no obligation, just the opportunity to see how Spicers can help.

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Spicers Portfolio Management

Spicers are one of New Zealand's leading financial advisory firms offering a comprehensive range of investment and financial planning services. Spicers have a nationwide network of skilled financial advisers who can help you create and maintain a complete financial strategy for your retirement, investment and business needs. This comprehensive plan will also include estate planning, insurance, and taxation. Spicer's investment specialist, Arcus Investment Management, is regarded as amongst the top in the industry.
Call 0800 102 100 to talk to a Spicers adviser. There is no charge and no obligation, just the opportunity to see how Spicers can help.

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WealthDesign Ltd

The team at WealthDesign believe in holistic financial planning. We can offer our clients qualified and independent financial planning advice. We also have experts in the area of mortgage broking, general insurance and risk management. We believe that all clients are unique and everyone’s needs are different. We use our extensive knowledge and experience of investments, insurance and mortgage broking to assist our clients meet their financial and personal goals.

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Westpac - Bulls

Wealth Advisers
Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?


Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…
Assist you in putting your financial information together
Defining your goals by discussing your particular needs, objectives and financial situation
Providing you with a personalised investment portfolio
Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…
Financial planning
Professional investment advice and management
Loans and expert advice on property investment
A wide range of managed funds from leading fund managers
Retirement planning
Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.

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Westpac - Dannevirke

Wealth Advisers
Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?


Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…
Assist you in putting your financial information together
Defining your goals by discussing your particular needs, objectives and financial situation
Providing you with a personalised investment portfolio
Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…
Financial planning
Professional investment advice and management
Loans and expert advice on property investment
A wide range of managed funds from leading fund managers
Retirement planning
Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.

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Westpac - Fielding

Wealth Advisers
Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?


Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…
Assist you in putting your financial information together
Defining your goals by discussing your particular needs, objectives and financial situation
Providing you with a personalised investment portfolio
Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…
Financial planning
Professional investment advice and management
Loans and expert advice on property investment
A wide range of managed funds from leading fund managers
Retirement planning
Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.

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Westpac - Foxton

Wealth Advisers
Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?


Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…
Assist you in putting your financial information together
Defining your goals by discussing your particular needs, objectives and financial situation
Providing you with a personalised investment portfolio
Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…
Financial planning
Professional investment advice and management
Loans and expert advice on property investment
A wide range of managed funds from leading fund managers
Retirement planning
Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.

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Westpac - Levin

Wealth Advisers
Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?


Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…
Assist you in putting your financial information together
Defining your goals by discussing your particular needs, objectives and financial situation
Providing you with a personalised investment portfolio
Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…
Financial planning
Professional investment advice and management
Loans and expert advice on property investment
A wide range of managed funds from leading fund managers
Retirement planning
Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.

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Westpac - Manawatu

Wealth Advisers
Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?


Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…
Assist you in putting your financial information together
Defining your goals by discussing your particular needs, objectives and financial situation
Providing you with a personalised investment portfolio
Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…
Financial planning
Professional investment advice and management
Loans and expert advice on property investment
A wide range of managed funds from leading fund managers
Retirement planning
Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.

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Westpac - Marton

Wealth Advisers
Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?


Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…
Assist you in putting your financial information together
Defining your goals by discussing your particular needs, objectives and financial situation
Providing you with a personalised investment portfolio
Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…
Financial planning
Professional investment advice and management
Loans and expert advice on property investment
A wide range of managed funds from leading fund managers
Retirement planning
Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.

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Westpac - Palmerston North

Wealth Advisers
Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?


Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…
Assist you in putting your financial information together
Defining your goals by discussing your particular needs, objectives and financial situation
Providing you with a personalised investment portfolio
Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…
Financial planning
Professional investment advice and management
Loans and expert advice on property investment
A wide range of managed funds from leading fund managers
Retirement planning
Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.

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Westpac - Wanganui

Wealth Advisers
Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?


Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…
Assist you in putting your financial information together
Defining your goals by discussing your particular needs, objectives and financial situation
Providing you with a personalised investment portfolio
Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…
Financial planning
Professional investment advice and management
Loans and expert advice on property investment
A wide range of managed funds from leading fund managers
Retirement planning
Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.

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