Financial planners (Wellington)

At SAVVY WEALTH®, we help to shape your financial future. We provide practical and trusted advice with transparent services to grow and protect your wealth.We’re accessible when you need to talk. We’re thorough when it c...

We are a small team with a big passion for our clients & their financial future!Supported by a dedicated admin team, we work with individuals, couples, inter-generational families & client companies too.Our own families...

Building financial resilience is our mission. As a proudly New Zealand-owned financial services company, we have been dedicated to managing Kiwis' money since 1998. Our team of experienced financial planners is here to g...

Kiwi Financial Services offers Accounting Services and Solutions for Small Businesses, Sole Traders, Property Investors and Family Trusts.We can also provide Personal Tax Advisory For New Zealand Salary and Wage Earners...

As an independent consultancy firm, TDB Advisory specializes in corporate finance, economic analysis, and treasury risk management. We provide tailored solutions to corporates, social organizations, iwi, and public secto...

Adminis is a Wellington-based technology and investment administration firm in New Zealand that provides back-office, custodian, registry, and fund-hosting services. Headquartered with around $25 billion in funds under a...

Promoting trust in external reporting is at the heart of what we do. We focus on enhancing transparency and accountability through high-quality reporting and assurance. Our mission is to create robust frameworks and stan...

Since 2000 the team at Pension Transfers has specialised in helping UK expats and returning New Zealanders transfer their UK pension to Kiwi shores. Over that time, we have seen numerous changes - to regulations that gov...

Since 1936, we've been dedicated to helping New Zealanders grow, protect, and manage their wealth. With a proud history and a commitment to our clients, we offer personalized investment advice tailored to your unique fin...

Wellington Insurance Brokers are a group of accredited and experienced insurance experts in the Wellington region.We are here to make the process simple, give you quality advice AND the best options in insurance premiums...