Nelson/Marlborough Financial Advisers

Found 10 financial advisers in Nelson/Marlborough:

ANZ - Nelson/West Coast/Marlborough

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.

Bryan Banks is our Financial Adviser based in Nelson, covering Nelson, Marlborough and the West Coast. He’s been with ANZ for more than 35 years and has specialised in financial advice since 1988. Now the proud holder of a Diploma in Financial Planning (Waikato), Bryan is well qualified to advise you on risk management, wealth preservation and retirement planning. In his spare time Bryan’s a keen fisherman, on the lake and at sea.

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Craigs Investment Partners - Blenheim

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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L D & E K Daines Insurance Solutions

Lyall and Elaine Daines operate a very successful Insurance Agency as a partnership.

"Personal Service and Attention Assured" when discussing your personal needs.

We can offer qualified advice on:
Life Insurance
Business Insurance:
Income Protection
Key Person Protection
Debt Protection
Mortgage Protection
Trauma Insurance
Medical Insurance
Personal Superannuation Plans
Domestic Fire & General Insurance
House
Contents
Vehicle
Caravan
Boat
In Association with Guardian Trust Financial Services, a referral for
completion of Wills and Enduring Power of Attoney's.

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MMG Advisory Partners - Blenheim

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 - Nelson

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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Rise Financial Ltd

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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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Westpac - Blenheim

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 - Nelson

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 - Picton

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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