KiwiWRAP

Find an adviser

KiwiWRAP accredited advisers are located throughout New Zealand and bring expertise across a wide range of areas. To help you select a firm that meets your needs, firms have highlighted several service areas they support.

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Alistair Bean & Assoc’s Financial Services

Christchurch

ADVICE SERVICES INCLUDE:

Investor led portfolio design

The firm supports unique investor preferences in portfolio design.

Direct shares

The firm supports individual company holdings in portfolios.

Cryptocurrency

The firm supports investors who want to allocate a portion of their portfolio in cryptocurrency.

Amicus Group Ltd

Christchurch

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

US tax residents

The firm has experience working with US tax residents.

Axiome Consultants

Auckland

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Investor led portfolio design

The firm supports unique investor preferences in portfolio design.

Become Wealth

Auckland & Christchurch

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Bloomsbury Associates

Wellington / Lower Hutt

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.

Bradley Nuttall Otago

Queenstown & Dunedin

ADVICE SERVICES INCLUDE:

Investor led portfolio design

The firm supports unique investor preferences in portfolio design.

Cryptocurrency

The firm supports investors who want to allocate a portion of their portfolio in cryptocurrency.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Cambridge Partners

Christchurch & Auckland

ADVICE SERVICES INCLUDE:

US tax residents

The firm has experience working with US tax residents.

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Central Financial Planning Limited

Central Otago

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Investor led portfolio design

The firm supports unique investor preferences in portfolio design.

Collaborative Consulting

Auckland

ADVICE SERVICES INCLUDE:

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Cryptocurrency

The firm supports investors who want to allocate a portion of their portfolio in cryptocurrency.

US tax residents

The firm has experience working with US tax residents.

Collinson Wealth Partners

Auckland, Northland & Central Otago

ADVICE SERVICES INCLUDE:

Compound Wealth

Auckland, Ashburton & Tauranga

ADVICE SERVICES INCLUDE:

Investor led portfolio design

The firm supports unique investor preferences in portfolio design.

Cryptocurrency

The firm supports investors who want to allocate a portion of their portfolio in cryptocurrency.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Diligent Wealth Management

Christchurch, Auckland & Queenstown

ADVICE SERVICES INCLUDE:

Investor led portfolio design

The firm supports unique investor preferences in portfolio design.

Cryptocurrency

The firm supports investors who want to allocate a portion of their portfolio in cryptocurrency.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Evergreen Advice

Wellington / Lower Hutt

ADVICE SERVICES INCLUDE:

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.

US tax residents

The firm has experience working with US tax residents.

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

First Capital Financial Services

Auckland, Christchurch & Wellington / Lower Hutt

ADVICE SERVICES INCLUDE:

Direct shares

The firm supports individual company holdings in portfolios.

Cryptocurrency

The firm supports investors who want to allocate a portion of their portfolio in cryptocurrency.

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.

Future Wealth

Christchurch

ADVICE SERVICES INCLUDE:

Generation Wealth Management

Auckland

ADVICE SERVICES INCLUDE:

Investor led portfolio design

The firm supports unique investor preferences in portfolio design.

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Hamilton Hindin Greene

Christchurch

ADVICE SERVICES INCLUDE:

Investor led portfolio design

The firm supports unique investor preferences in portfolio design.

Direct shares

The firm supports individual company holdings in portfolios.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Highgate Partners

Dunedin

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Irvine Wenborn

Christchurch

ADVICE SERVICES INCLUDE:

US tax residents

The firm has experience working with US tax residents.

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Isbister Financial Services

Christchurch, Tauranga & Cambridge

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.

Kelly Watt & Associates

Whanganui

ADVICE SERVICES INCLUDE:

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

US tax residents

The firm has experience working with US tax residents.

Lyford Investment Management

Wellington / Lower Hutt

ADVICE SERVICES INCLUDE:

US tax residents

The firm has experience working with US tax residents.

Direct shares

The firm supports individual company holdings in portfolios.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

MacDonald Wealth

Napier

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Ohana Wealth Management

Christchurch, Central Otago & Queenstown

ADVICE SERVICES INCLUDE:

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.

Oldershaw Financial Planning

Napier

ADVICE SERVICES INCLUDE:

US tax residents

The firm has experience working with US tax residents.

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Optima Wealth

Christchurch

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Cryptocurrency

The firm supports investors who want to allocate a portion of their portfolio in cryptocurrency.

Pacific Wealth (NZ)

Christchurch

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

US tax residents

The firm has experience working with US tax residents.

phwealth

Dunedin & Christchurch

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Radical Investment

Wellington / Lower Hutt & Auckland

ADVICE SERVICES INCLUDE:

Investor led portfolio design

The firm supports unique investor preferences in portfolio design.

Cryptocurrency

The firm supports investors who want to allocate a portion of their portfolio in cryptocurrency.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Rede Advisers

Christchurch

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Strategic Wealth Management

Auckland

ADVICE SERVICES INCLUDE:

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Swain Woodham

Christchurch

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.

Tailorednz

Palmerston North, Matamata & Taupō

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.

Taimana Wealth

Wellington / Lower Hutt

ADVICE SERVICES INCLUDE:

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

The Private Office

Auckland

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Australian superannuation transfers

The firm has experience in transferring Australian superannuation to KiwiSaver.

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.

The Retirement Guys

Christchurch

ADVICE SERVICES INCLUDE:

Financial planning

The firm offers holistic financial planning alongside KiwiSaver advice.

Evidence-based investing

The firm offers portfolios that follow an evidence-based investment philosophy. This investment approach is based on decades of research, is diversified and focuses on long term growth.

Socially responsible investing

The firm specialises in investors that have strong ESG and SRI preferences.