Wairarapa Financial Advisers

Found 6 financial advisers in Wairarapa:

ANZ - Wairarapa/Upper Hutt

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.

Gary McFadyen is our Financial Adviser based in Upper Hutt, covering the Upper Hutt region as well as the Wairarapa district from Masterton to Martinborough. Gary has many years’ experience in the financial services industry which, together with his Diploma in Business Studies endorsed in Personal Financial Planning eminently qualifies him to advise his clients on investing for wealth creation, retirement planning and asset and income protection. Gary is passionate about music and performs with friends in an acoustic trio at special occasions and cafes.

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Financial Fitness Limited - Masterton

Established
in February 1989, Financial Fitness is one of the original unbiased
financial advisory companies in NZ. We are a founding member
of the LodeStar Group, a nation-wide network of personal financial
advisers. We have offices in Wellington and Masterton from where
we service clients residing not only in the Lower North Island
but also around the country and a number of other parts of the
world.


Our Lifestyle Planning Process takes clients
through four stages:

1. Understanding their unique situation and setting realistic
financial goals.

2. Developing and implementing a personal financial strategy.

3. Protecting their investments from unforeseen circumstances.

4. Reviewing their personal financial strategy and goals.


Over the course of a lifetime we build strong
and enduring relationships, evidenced by the fact that we now
act for two and even three generations of some of our client's
families.


Initial appointments are free, we are not
"hard sell", and there is no obligation to engage our
services.

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MMG Advisory Partners - Masterton (Wairarapa)

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 - Wairarapa

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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Westpac - Carterton

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 - Masterton

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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