Finance & Investment · New Zealand

Finance & Investment Experts in New Zealand

Browse 59 verified Finance & Investment professionals based in New Zealand on Prezlo.

Finance & Investment📍 New Zealand
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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 Investment Strategies, Retirement Planning, Wealth Management 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.
Neil (Nirmal) Singh

Neil (Nirmal) Singh

Investment Strategies | Retirement Planning | Tax Optimization

Finance & Investment 📍 Auckland, New Zealand
Investment StrategiesRetirement PlanningTax Optimization
Thomas Cameron

Thomas Cameron

Retirement Planning | Wealth Management | Investment Strategy

Finance & Investment 📍 Auckland, New Zealand
Retirement PlanningWealth ManagementInvestment Strategy
Robert Hawkins

Robert Hawkins

Guiding Wealth Growth with Tailored Investment Strategies in Auckland

Finance & Investment 📍 Auckland, New Zealand
Portfolio ManagementRetirement PlanningTax Optimization
David Kandziora

David Kandziora

Finance & Investment leader in Wealth Management and Alternative Investments

Finance & Investment 📍 Auckland, New Zealand
Wealth ManagementAlternative InvestmentsPortfolio Optimization
Alison Martin

Alison Martin

Expert Paraplanner Delivering Tailored Solutions for High Net Worth Clients

Finance & Investment 📍 Auckland, New Zealand
ParaplanningInvestment StrategiesClient Relationship Management
Roger Coulter

Roger Coulter

Tailored Wealth Strategies for High-Net-Worth Individuals

Finance & Investment 📍 Auckland, New Zealand
Equity InvestmentsFixed Interest InvestmentsPortfolio Management
Galina Golub

Galina Golub

Finance & Investment professional in First Home Buyers

Finance & Investment 📍 Auckland, New Zealand
First Home BuyersProperty Investment StrategiesInvestment Lending
Nicky Reid

Nicky Reid

High Net Worth Individual Advisory | Auckland

Finance & Investment 📍 Auckland, New Zealand
High Net Worth Individual AdvisoryInvestment Portfolio ManagementRetirement Planning
Mark Baker

Mark Baker

Investment Planning | Retirement Strategies

Finance & Investment 📍 Auckland, New Zealand
Investment PlanningRetirement StrategiesTax Optimization
Martin Poulsen

Martin Poulsen

Finance & Investment | Investment Advisory

Finance & Investment 📍 Auckland, New Zealand
Investment AdvisoryWealth ManagementFinancial Planning
William Somerville

William Somerville

Finance & Investment focused on Investment Portfolio Management and Retirement Planning

Finance & Investment 📍 Auckland, New Zealand
Investment Portfolio ManagementRetirement PlanningTax Optimization
Mark Patton

Mark Patton

Retirement Planning — Investment Management

Finance & Investment 📍 Auckland, New Zealand
Retirement PlanningInvestment ManagementTax Optimization
Sipei Wang

Sipei Wang

Strategic Investment Consultant Driving Client Success in Auckland's Finance Sector

Finance & Investment 📍 Auckland, New Zealand
Investment Strategy DevelopmentMarket AnalysisPortfolio Management
Vik Virdi

Vik Virdi

Business Financial Planning | Auckland

Finance & Investment 📍 Auckland, New Zealand
Business Financial PlanningInvestment StrategiesRisk Management
Bruce Morris

Bruce Morris

Research in Retirement Planning and Wealth Management

Finance & Investment 📍 Auckland, New Zealand
Retirement PlanningWealth ManagementInvestment Advisory
Jon Collier

Jon Collier

Wealth Management, Retirement Planning, and Investment Advisory

Finance & Investment 📍 Auckland, New Zealand
Wealth ManagementRetirement PlanningInvestment Advisory
Janet Britz

Janet Britz

Auckland-based Investment Portfolio Management specialist

Finance & Investment 📍 Auckland, New Zealand
Investment Portfolio ManagementRisk Assessment and MitigationFinancial Advisory for SMEs
Niran Iswar

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

Jack Rathbone

Investment Strategy Development | Portfolio Management | Auckland

Finance & Investment 📍 Auckland, New Zealand
Investment Strategy DevelopmentPortfolio ManagementClient Relationship Management
Jonathan McLean, CFP®

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

Joyce Yu

Retirement Planning authority | Wealth Management

Finance & Investment 📍 Auckland, New Zealand
Retirement PlanningWealth ManagementInvestment Strategy
Brady Arblaster

Brady Arblaster

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Auckland, New Zealand
Retirement PlanningInvestment Portfolio ManagementTax Optimization
Grant Cleary

Grant Cleary

Finance & Investment professional in Investment Management

Finance & Investment 📍 Auckland, New Zealand
Investment ManagementRetirement PlanningTax Optimization
Prateek Gupta

Prateek Gupta

Finance & Investment focused on Personal Financial Planning and Investment Management

Finance & Investment 📍 Auckland, New Zealand
Personal Financial PlanningInvestment ManagementRetirement Planning
Ethan Jia

Ethan Jia

Finance & Investment professional in Public Sector Finance

Finance & Investment 📍 Auckland, New Zealand
Public Sector FinanceInvestment Strategy DevelopmentRisk Management
Brian Hult

Brian Hult

Tailored Financial Strategies for Lasting Wealth Growth

Finance & Investment 📍 Auckland, New Zealand
Wealth ManagementBespoke Financial PlanningInvestment Strategy
Keith Kerr

Keith Kerr

Finance & Investment | Executive Wealth Management

Finance & Investment 📍 Auckland, New Zealand
Executive Wealth ManagementFinancial Coaching for AdvisorsInvestment Strategies for Professionals
Jeremy Ward

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

Glenn Read

Personal Financial Planning — Investment Strategy Development

Finance & Investment 📍 Auckland, New Zealand
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
Johan Fritz

Johan Fritz

Dna-Based Financial Planning authority | Holistic Wealth Management

Finance & Investment 📍 Auckland, New Zealand
DNA-based financial planningHolistic wealth managementHealth optimization strategies
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