Find an Approved Financial Adviser near you

We work with a team of approved Authorised Financial Advisers throughout New Zealand.

Getting your money moving

Along with becoming more active in your savings and gaining the expertise available from an Authorised Financial Adviser, your choice of i-Select could offer a range of benefits as you plan for your retirement.

For a number of people moving from the UK to New Zealand or Australia, there’s considerable peace-of-mind in being closer to your money. This not only gives you a strong sense of visibility over where your money is and what it is doing, it can also avoid risks such as being involved in under-funded schemes.

Depending on the type of pension scheme you are in, whether it is a Defined Benefits scheme, the capital value of which is largely based on long-term interest rates, or a Defined Contribution scheme that largely depends on the fortunes of the stock market, there are strong advantages in taking greater control of your savings, supported by local experts.

New Zealand’s financial system is very highly regulated providing oversight for your money.

Whatever your choice, with the value of an independent Authorised Financial Adviser, you will be better positioned to make good decisions for your future.

North Island

Northland
AIM Financial Ltd
Paul Surman
http://www.aimfinancial.co.nz
09 425 9924
Bradley Nuttall North Limited
Andrew Hogg
http://www.bnl.co.nz
0800 864 164
Gerald Gates & Associates
Gerald Gates
09 929 5712
Auckland
Apex Advice Group Limited
Stephen France
Gavin Greaves
Victor Kolkur
Hayden Mulholland
Nadia O'Brien
Eliyah Odisho
Mike Rawlings
Dusten Renshaw
http://www.apexadvice.co.nz
0800 500 510
Assurance by Design Limited
Deborah Carter
09 302 7149
Auckland Financial NZ Limited
Paul King
http://www.auckland.financial
021 986 449
Collaborative Consulting Ltd
John Milner
https://cclonline.co.nz/
0800 225 665
DeVere New Zealand Limited
Sean Clark
Reece Fallaize
Jamie  Reynolds
http://www.devere-newzealand.nz
09 489 6380
Diligent Wealth Management Ltd
Mark Baker
http://www.diligentwealth.co.nz
03 409 2994
Enlightened Life Limited
Sam Kodi
http://www.samkodi.co.nz
09 576 7081
Financial Services Auckland Limited
Michael Beuvink
http://www.fsal.co.nz
09 419 5440
Findex Advice Services NZ Limited
Craig Smith
James McKelvie
David van Schaardenburg
http://www.findex.co.nz
09 303 4586
GBPensions
Tony Chamberlain
David Paulin
http://www.GBPensions.co.nz
09 930 6933
Hobson Wealth Partners Limited
Brad Gordon
Tim Lyons
Steve Mudgway
James Usmar
Michael Youngman
http://www.hobsonwealth.co.nz
09 363 8730
IMAK Advice Limited
Stewart Imrie
Grant Macdonald
http://www.imak.co.nz
09 307 9300
Kingshield Investments
Tony Chamberlain
Lester Luey
http://www.kingshield.co.nz
09 930 6933
Lifetime Group Limited
Claire Belch
James Dawson
Sam Walter
http://www.lifetime.co.nz
0800 656 466
Newton Ross
Drew Hoffman
Mike Newton
http://www.newtonross.co.nz
09 377 5777
Private Wealth Advisers
Ben Lavender
http://www.privatewealthadvisers.co.nz
09 926 5748
Prospect Wealth Ltd
Greg McGlynn
http://www.prospectwealth.co.nz
027 278 7656
Rutherford Rede Limited
Richard Knight
Jocelyn Weatherall
http://www.rutherfordrede.co.nz
09 361 3670
Sargent Financial Limited
Brett Sargent
http://www.cavefinancial.co.nz
021 222 0700
Spratt Investment Services
Jonathan Parsons
http://www.spratt.co.nz
09 307 8200
Tantallon
David Paulin
021 446 101
The Private Office
Patrick Fogarty
Laetitia Peterson
http://www.theprivateoffice.co.nz
09 303 1299
Wealth & Co
Simon Stredder
http://www.wealthandco.nz
09 412 5844
Waikato
Money Planners Limited
Miles Flower
http://www.moneyplanners.co.nz
021 645 000
Move My Pension Limited
Luke McKenzie
http://www.movemypension.co.nz
07 839 1096
Wright Financial Solutions Limited
Kathy Wright-St Clair
http://www.wrightfinancial.co.nz
07 834 0661
Bay of Plenty
BWT Financial Limited
Danielle Auld
http://www.bwtfinancial.co.nz
07 343 7440
G3 Financial Freedom
Jane Benton
Charlene Overell
http://www.g3freedom.co.nz
07 571 5333
InvestWise Limited
Stuart Garner
http://www.investwise.co.nz
07 542 2763
Isbister Financial Services Limited
Matt Isbister
http://www.isbister.co.nz
021 414 755
Share NZ Limited
James Sheridan
http://www.sharenz.com
07 929 7376
Hawke's Bay
Common Sense Financial Planning
Brad MacDonald
http://www.commonsense.co.nz
06 843 1915
Financial Sense Limited
Christine Hay
http://www.financialsense.co.nz
027 573 0152
Stewart Financial Group Limited
Nick Stewart
http://www.stewartgroup.co.nz
06 878 8961
The Financial Migration Group
Mike Wilkey
http://www.financialmigration.co.nz
06 877 1121
Palmerston North
Professional Investment Services (Manawatu)
Maryann Pratt
http://www.pismanawatu.co.nz
06 355 4422
Wellington
Diligent Wealth Management Ltd
Mark Baker
http://www.diligentwealth.co.nz
03 409 2994
Financial Architects Limited
Dave Lucas
http://www.financialarchitects.co.nz
04 978 8121
Foxplan Limited
Steve Baker
Dean Blair
John Killick
Sally Killick
Warwick Walker
http://www.foxplan.nz
09 931 6237
GBPensions
Tony Chamberlain
David Paulin
http://www.GBPensions.co.nz
09 930 6933
Hobson Wealth Partners Limited
Brad Gordon
Tim Lyons
Steve Mudgway
James Usmar
Michael Youngman
http://www.hobsonwealth.co.nz
09 363 8730
Lyford Investment Management Ltd
Alison Renfrew
Richard Renfrew
http://www.lyfords.co.nz
04 471 0662
Taimana Wealth Ltd
Stephen Fitzjohn
http://www.taimanawealth.co.nz
04 939 6601
UK Pension Transfers Limited
Carol Garrett
http://www.ukpension.co.nz
04 233 9400

South Island

Nelson
Castle Trust Financial Planning
Glyn Lewis-Jones
Kathryn Alborough
https://castletrust.co.nz/
03 528 4184
Kingston Wealth Management
Richard Grimes
http://www.kingstonwealth.co.nz
021 284 4881
Lifetime Group Limited
Claire Belch
James Dawson
Sam Walter
http://www.lifetime.co.nz
0800 656 466
Totara Wealth Management Limited
Richard Harden
http://www.totarawealth.co.nz
03 548 9000
Marlborough
Funds Administration New Zealand (FANZ)
Grant Watson
http://www.lifestages.co.nz
03 384 1903
Canterbury
Andrew Webster Ltd
Patrick Clemenger
http://www.awebster.co.nz
03 662 9990
Cambridge Partners
Brigette Arnold
Richard Austin
James Howard
Stephen Mander
Scott  Rainey
Todd Sutton
Jacob  Wolt
http://www.cambridgepartners.co.nz
0800 864 164
Compound Wealth
Adam Stewart
http://www.compoundwealth.co.nz
027 331 3127
Diligent Wealth Management Ltd
Mark Baker
http://www.diligentwealth.co.nz
03 409 2994
Financial Strategies (ChCh) Limited
John Eyre-Walker
http://www.financialstrategies.co.nz
03 379 7562
First Capital Financial Services Limited
Dai Eveleigh
http://www.firstcapital.co.nz
0800 525 515
Fortitude Financial Ltd
Tony Munro
http://www.fortitudefinancial.co.nz
03 662 9990
GBPensions
Tony Chamberlain
David Paulin
http://www.GBPensions.co.nz
09 930 6933
Hamilton Hindin Greene Limited
David Hayes
Jeremy Simpson
http://www.hhg.co.nz
03 353 0793
Hobson Wealth Partners Limited
Brad Gordon
Tim Lyons
Steve Mudgway
James Usmar
Michael Youngman
http://www.hobsonwealth.co.nz
09 363 8730
Milestone Financial Services (Southern) Ltd
Melissa Allen
Richard Holden
Richard Paynter
http://www.milestone.co.nz
03 964 6082
NZ Pensions / Insurance and Investment Services Ltd
Norm Waldon
http://www.insureandinvest.co.nz
03 666 0084
Polson Higgs Wealth Management Ltd
Shiree Hembrow
http://www.ph.co.nz
03 474 9703
Progressive Financial Planning
Mark Allison
http://www.pfp.co.nz
03 348 8866
Rede Advisers Ltd
Michael Shears
Scott Stokes
http://www.rede.co.nz
03 964 4207
Share NZ Ltd
Stephen Booth
Don Stewart
http://www.sharenz.com
03 366 9122
Swain Woodham Group
James Kara
http://www.swainwoodham.co.nz
03 366 4220
The Financial Strategies Group
Sheryl Sutherland
http://www.strategies.co.nz
03 379 7035
Total Wealth
Katrina Studholme
http://www.totalwealth.co.nz
03 377 2855
VIP Financial Services Limited
Craig Fraser
http://www.vipsolutions.co.nz
03 687 9444
Otago
Bradley Nuttall Otago Ltd
John Alexander
http://www.bnl.co.nz
03 477 2316
Central Financial Planning Limited
Brent Wilson
http://www.centralfp.co.nz
03 448 8613
Diligent Wealth Management Ltd
Mark Baker
http://www.diligentwealth.co.nz
03 409 2994
Milestone Financial Services (Central Otago)
Ricky Bennett
http://www.milestone.co.nz
03 442 9276
Polson Higgs Wealth Management Ltd
Jared Campbell
Rhodes Donald
http://www.ph.co.nz
03 474 9703