Top Strategic Financial Planning Firms in New Zealand
11 Companies
List of the Top New Zealand Strategic Financial Planners
Sponsored
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$1,000+Undisclosed10 - 49Christchurch, New Zealand
Services provided
100% Financial Advising & PlanningLaunched in 2017, Cambridge Partners, a small Financial Advising & Planning company, is based in Christchurch, New Zealand. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Auckland, New Zealand
Services provided
100% Financial Advising & PlanningSmart Adviser is an Auckland, New Zealand-based Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2000.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
Services provided
100% Financial Advising & PlanningFinancial Advising & Planning company NonBk Ltd is located in Auckland, New Zealand. They offer Financial Advising & Planning.
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Undisclosed$100 - $149 / hr2 - 9Christchurch, New Zealand
Services provided
50% Financial Advising & Planning50% Financial ConsultingBradley Nutall is a Financial Advising & Planning and Financial Consulting company founded in 2013. The company provides Financial Advising & Planning and Financial Consulting, and is small.
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UndisclosedUndisclosed2 - 9Wellington, New Zealand
Services provided
50% Financial Advising & Planning25% Business Consulting25% Commercial Brokerage ServicesMichael Anastasiadis | Mortgage Adviser Wellington is a Financial Advising & Planning company established in 2008. The small team provides Financial Advising & Planning and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Auckland, New Zealand
Services provided
40% Financial Advising & Planning40% Finance & Accounting Outsourcing (FAO)10% Business Consulting +1 service10% Financial ConsultingCrediflex, a Finance & Accounting Outsourcing (FAO) company, offer Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning. They were established in 2004.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
Services provided
35% Financial Advising & Planning35% Insurance Services & Brokers30% Commercial FinancingFirst Rate Mortgages Ltd is a Financial Advising & Planning company launched in 2006. Based in Auckland, New Zealand, the team offers Financial Advising & Planning and Insurance Services & Brokers.
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$75,000+$25 - $49 / hr10 - 49Auckland, New Zealand
Services provided
20% Financial Advising & Planning40% Accounting20% Financial Consulting +1 service20% Tax LawDFK Orb360 O' Halloran is a small Accounting company. Founded in 2015, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Nelson, New Zealand
Services provided
25% Financial Advising & Planning60% Accounting15% Finance & Accounting Outsourcing (FAO)Accounting For Good is an Accounting company. The Nelson, New Zealand-based firm specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9New Plymouth, New Zealand
Services provided
10% Financial Advising & Planning40% Accounting20% Business Consulting +2 services20% Fractional CFO Services10% Finance & Accounting Outsourcing (FAO)Mondo Advisory is an Accounting company. The New Plymouth, New Zealand-based agency was founded in 2023. Their team specializes in Accounting and Fractional CFO Services.
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UndisclosedUndisclosed10 - 49Auckland, New Zealand
Services provided
50% Financial Advising & Planning50% Commercial FinancingCommercial Financing and Financial Advising & Planning company Pathfinder Asset Management Limited is in Auckland, New Zealand. They focus on Commercial Financing and Financial Advising & Planning.
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List of the Top New Zealand Strategic Financial Planners
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$1,000+Undisclosed10 - 49Christchurch, New Zealand
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed10 - 49Auckland, New Zealand
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Auckland, New Zealand
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Financial Advising & Planning -
Undisclosed$100 - $149 / hr2 - 9Christchurch, New Zealand
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Wellington, New Zealand
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr2 - 9Auckland, New Zealand
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
40% Financial Advising & Planning60% Other -
UndisclosedUndisclosed2 - 9Auckland, New Zealand
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
35% Financial Advising & Planning65% Other -
$75,000+$25 - $49 / hr10 - 49Auckland, New Zealand
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Advising & Planning80% Other -
UndisclosedUndisclosed10 - 49Nelson, New Zealand
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
UndisclosedUndisclosed2 - 9New Plymouth, New Zealand
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49Auckland, New Zealand
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Financial Advising & Planning50% Other
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