Work with an Investment Adviser  l   NZ Directory of Financial Advisers   l   DFA.org.nz

Financial Planner

  • Work with a Financial Planner
  •  KiwiSaver
  •  Bonus bonds
  •  Tax planning
  •  PIEs
Work with a Financial Planner

Mortgage Broker

  • A Mortgage Broker advise on
  •  Equity release loans
  •  Investment property loans
  •  Commercial loans
  •  Farm loans
Work with a Mortgage Broker

Insurance Adviser

  • Are you covered?
  •  Life cover
  •  Medical cover
  •  Income protection
  •  Key person cover
Work with an Insurance Adviser

Investment Adviser

  • An Investment Adviser for
  •  Stocks
  •  Bonds
  •  Unit trusts
  •  Shares
Work with an Investment Adviser