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Financial Advisors & Planners in Wellington (WellyBuzz Recommended)

Choosing a financial advisor is a long-term decision — whether you’re planning for property, investments, retirement, or overall financial wellbeing.

The “WellyBuzz Recommended” position reflects editorial judgement based on accessibility, local familiarity, and the way advisory services are presented, not financial performance, returns, or suitability of advice for any individual.

On WellyBuzz, each category features one local provider we recommend, alongside a curated selection of other well-known advisory firms around Wellington. The aim is to keep things clear, credible, and easy to navigate.

This page is not a financial advice service and does not provide personalised financial or investment advice.

FoxPlan

CBD – The Terrace

FoxPlan is a Wellington-based financial advisory firm providing financial planning services for individuals and families. Their work includes goal setting, long-term financial planning, and advice across common personal finance scenarios.

👉 Visit website: https://foxplan.nz/

Financial Advisors Around Wellington

Wellington has a wide range of financial advisors and planners, from independent firms to national advisory groups operating across the CBD and surrounding suburbs.

Below is a curated selection of financial advisory businesses that Wellingtonians commonly search for and consider.
This list is not exhaustive, and providers are not ranked or scored.

A Selection of Wellington Financial Advisors

  • SAVVY Wealth – Customhouse Quay

  • DUX Financial Services – Ghuznee Street

  • Velocity Financial – Vivian Street

  • Harness Financial – Customhouse Quay

  • New Zealand Financial Planning – Lambton Quay

  • NZ Funds Private Wealth Wellington – Johnston Street

  • Craigs Investment Partners Wellington – Customhouse Quay

  • Forsyth Barr Investment Advice Wellington – Lambton Quay

  • AdviceFirst Limited – The Terrace

  • Lifetime – The Terrace

  • Bloomsbury Associates – Brandon Street

  • Retirement Taylor Made – Wellington

  • Julia Berner – BrokerIntel Financial Planning – Wellington

  • Stream‑Gold – Wellington

(Some providers specialise in investment advice, others in retirement, insurance, or holistic financial planning.)

How WellyBuzz Chooses Recommended Financial Advisors

WellyBuzz is not a financial review or comparison platform, and we don’t rank or score advisors.

Our recommended advisor is selected based on:

  • Professional reputation and client experience

  • Clear, transparent advice approach

  • Range of services relevant to everyday Wellingtonians

  • Alignment with what WellyBuzz readers typically look for

Only one financial advisor is featured at a time.

Looking for a Financial Advisor Near You?

Searches like “financial advisor near me” or “financial planner Wellington” usually surface local firms based on location and services offered. This page highlights some of the advisors Wellington residents commonly research when seeking professional financial guidance.

Are You a Wellington Financial Advisor?

If you operate a financial advisory or planning business in Wellington and believe your services align with this page’s focus, you’re welcome to get in touch.

📧 Email: [email protected]
📸 Instagram: @wellybuzz

We work with a limited number of local providers to keep recommendations clear, credible, and uncluttered.

Being considered does not guarantee inclusion. WellyBuzz limits featured placements to maintain clarity and trust for readers.

Note

This page features a curated selection of financial advisors and one WellyBuzz-recommended provider. It is not intended to list every financial advisor or planner operating in the Wellington region.

Last editorial review: December 2025
Next scheduled review: March 2026