Taranaki Financial Advisers

Found 14 financial advisers in Taranaki:

ANZ - Taranaki/Wanganui

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.

Darrell Healey is our Financial Adviser based in Wanganui, covering New Plymouth, Stratford, Hawera, Waverley, Wanganui, Marton and Taihape. He’s been with ANZ for 32 years and has been a Financial Adviser for the past 12, specialising in investments, personal and business insurance and retirement planning. Darrell holds a Post Graduate Diploma in Personal Financial Planning Outside work Darrell is a keen fisherman (he competes in tournaments) and enjoys rugby and motorsport.

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Craigs Investment Partners- New Plymouth

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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David Carroll

Wealth Creation
The focus of my work is Wealth Creation for my clients. Helping my clients answer the question "How do I enjoy today while providing for tomorrow" is an integral part of my Financial Planning process.

Conflicts of Interest
Please note that I have no financial involvement with any product suppliers, no minimum quotas for levels of business and no arrangements with any product supplier that prevents me from selling the products of any other product supplier.

Risk & Financial Management Products
1. Cash Management - Financial Institutions.
2. Risk Management - Life Insurance, Disability, Major Trauma, Income Protection, Health Insurance, Mortgage Protection, Business Expenses, Key Person Protection and Partnership Insurance.
3. Investment Management - Unit Trusts, Forestry, Investment & Insurance Bonds, Fixed Captial & Fixed Interest Bonds and Shares.

Client's Money
I do not handle client's money directly. All Investments and Risk Protection Application and Proposal forms are to be accompanied by cheques made out to the Fund Manager's Trustee and Insurance company and signed by the client.

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MMG Advisory Partners - New Plymouth

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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Peter J Hensley

Peter is Managing Director of The Money People Ltd, a company dedicated to sharebroking and investment planning.

He has taught "Successful Retirement Planning" workshops for corporate industry and polytechnics.

He has published four books:
"Financial Success"
"Investment Choices in NZ"
"Serious Money", and
"Where to from here? An investment guide for the new century."
As well as writing a client newsletter fortnightly, he also writes a weekly column for the Sunday Star Times and a monthly column titled "Serious Money" for Investigate Magazine.

He provides investment advice to NZ citizens around the globe.

He has lived in New Plymouth since 1988 and expects to remain there for a very long time.

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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 - Hawera

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 - New Plymounth

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 - Ohakune

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 - Stratford

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 - Taihape

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 - Taumaranui

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 - Waiouru

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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