Best Finance & Investment Experts in New Zealand (2026) — Verified Profiles

If you're looking for a verified and licensed Finance & Investment expert in New Zealand, these trusted professionals are a strong starting point. Their specialties include Residential Mortgages, Investment Property Financing, Investment Strategy Development and Portfolio Management. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.

Niran Iswar

Finance & Investment leader in Residential Mortgages and Investment Property Financing

Finance & Investment 📍 Auckland, New Zealand

Residential MortgagesInvestment Property FinancingFirst Home Buyer Guidance

Jack Rathbone

Investment Strategy Development | Portfolio Management | Auckland

Finance & Investment 📍 Auckland, New Zealand

Investment Strategy DevelopmentPortfolio ManagementClient Relationship Management

Jonathan McLean, CFP®

Finance & Investment focused on Retirement Planning and Investment Strategy Development

Finance & Investment 📍 Auckland, New Zealand

Retirement PlanningInvestment Strategy DevelopmentTax Optimization

Joyce Yu

Retirement Planning authority | Wealth Management

Finance & Investment 📍 Auckland, New Zealand

Retirement PlanningWealth ManagementInvestment Strategy

Brady Arblaster

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Auckland, New Zealand

Retirement PlanningInvestment Portfolio ManagementTax Optimization

Grant Cleary

Finance & Investment professional in Investment Management

Finance & Investment 📍 Auckland, New Zealand

Investment ManagementRetirement PlanningTax Optimization

Prateek Gupta

Finance & Investment focused on Personal Financial Planning and Investment Management

Finance & Investment 📍 Auckland, New Zealand

Personal Financial PlanningInvestment ManagementRetirement Planning

Ethan Jia

Finance & Investment professional in Public Sector Finance

Finance & Investment 📍 Auckland, New Zealand

Public Sector FinanceInvestment Strategy DevelopmentRisk Management

Brian Hult

Tailored Financial Strategies for Lasting Wealth Growth

Finance & Investment 📍 Auckland, New Zealand

Wealth ManagementBespoke Financial PlanningInvestment Strategy

Keith Kerr

Finance & Investment | Executive Wealth Management

Finance & Investment 📍 Auckland, New Zealand

Executive Wealth ManagementFinancial Coaching for AdvisorsInvestment Strategies for Professionals

Jeremy Ward

Strategic Architect of Multi-Asset Investment Solutions for Institutions

Finance & Investment 📍 Auckland, New Zealand

Institutional Portfolio ManagementMulti-Asset Portfolio ConstructionWealth Management Strategies

Glenn Read

Personal Financial Planning — Investment Strategy Development

Finance & Investment 📍 Auckland, New Zealand

Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning

Johan Fritz

Dna-Based Financial Planning authority | Holistic Wealth Management

Finance & Investment 📍 Auckland, New Zealand

DNA-based financial planningHolistic wealth managementHealth optimization strategies

John Evans

Investment Advisory: Wealth Management

Finance & Investment 📍 Auckland, New Zealand

Investment AdvisoryWealth ManagementRetirement Planning

Rick Parry, CFPcm

Finance & Investment leader in Retirement Planning and Investment Management

Finance & Investment 📍 Auckland, New Zealand

Retirement PlanningInvestment ManagementTax Optimization

Sherry Sun

Retirement Planning | Wealth Management | Auckland

Finance & Investment 📍 Auckland, New Zealand

Retirement PlanningWealth ManagementInvestment Strategy

Jordi Garcia

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Auckland, New Zealand

Retirement PlanningInvestment ManagementTax Optimization

Lee Moreton

Wealth Protection practitioner | Investment Planning

Finance & Investment 📍 Auckland, New Zealand

Wealth ProtectionInvestment PlanningRetirement Strategies

Oliver Lynch

Digital Transformation In Finance with expertise in Customer Experience Optimization

Finance & Investment 📍 Auckland, New Zealand

Digital Transformation in FinanceCustomer Experience OptimizationEnterprise Sales Strategies

Debbie Tuddenham

Finance & Investment | Investment Management

Finance & Investment 📍 Auckland, New Zealand

Investment ManagementRetirement PlanningTax Optimization

Ian Walden

Retirement Planning with expertise in Investment Portfolio Management

Finance & Investment 📍 Auckland, New Zealand

Retirement PlanningInvestment Portfolio ManagementRisk Assessment and Mitigation

Helen Robertson

Finance & Investment leader in Business Development and Client Relationship Management

Finance & Investment 📍 Auckland, New Zealand

Business DevelopmentClient Relationship ManagementFinancial Advisory Services

Cameron Coldwell

Strategic Wealth Management for Tailored Financial Growth in Auckland

Finance & Investment 📍 Auckland, New Zealand

Investment StrategyRetirement PlanningRisk Management

Geoff C.

Research in Residential Mortgages and Investment Property Financing

Finance & Investment 📍 Auckland, New Zealand

Residential MortgagesInvestment Property FinancingFirst Home Buyer Assistance

Chelcie Rinkin

Retirement Planning | Investment Management | Auckland

Finance & Investment 📍 Auckland, New Zealand

Retirement PlanningInvestment ManagementTax Optimization

Jason Lewthwaite

Private Wealth Management practitioner | Investment Advisory

Finance & Investment 📍 Auckland, New Zealand

Private Wealth ManagementInvestment AdvisoryFinancial Planning

Parminder Singh

Retirement Planning and Wealth Management expert

Finance & Investment 📍 Auckland, New Zealand

Retirement PlanningWealth ManagementInvestment Portfolio Analysis

Christopher Jardine CA AIF

Expert Portfolio Management Tailored for Optimal Investment Outcomes

Finance & Investment 📍 Auckland, New Zealand

Portfolio ManagementInvestment Strategy DevelopmentRisk Assessment

Keri Ball-Guymer

Wealth Management For Business Owners | Investment Strategies For Multi-Generational Families | Auckland

Finance & Investment 📍 Auckland, New Zealand

Wealth Management for Business OwnersInvestment Strategies for Multi-Generational FamiliesRetirement Planning

Bruce Wileman

Retirement Planning: Investment Portfolio Management

Finance & Investment 📍 Auckland, New Zealand

Retirement PlanningInvestment Portfolio ManagementTax Optimization

Explore on Map

Click anywhere to filter nearby experts (50 km radius)

Loading map…

Finance & Investment Experts in New Zealand

Niran Iswar

Jack Rathbone

Jonathan McLean, CFP®

Joyce Yu

Brady Arblaster

Grant Cleary

Prateek Gupta

Ethan Jia

Brian Hult

Keith Kerr

Jeremy Ward

Glenn Read

Johan Fritz

John Evans

Rick Parry, CFPcm

Sherry Sun

Jordi Garcia

Lee Moreton

Oliver Lynch

Debbie Tuddenham

Ian Walden

Helen Robertson

Cameron Coldwell

Geoff C.

Chelcie Rinkin

Jason Lewthwaite

Parminder Singh

Christopher Jardine CA AIF

Keri Ball-Guymer

Bruce Wileman

Other industries in New Zealand

Finance & Investment experts in other cities

Explore the full directory