A good financial adviser helps you set goals, invest sensibly and plan for retirement, while keeping your KiwiSaver and risk cover on track. North Shore has advisers from large firms to independents, so it pays to start with a shortlist of trusted, licensed names.
We have rounded up five of North Shore's most trusted financial advisers, focused on clear plans, transparent fees and advice in your interest. This is a general guide, not personalised financial advice; always read an adviser's disclosure statement.
The top 5 financial advisers in North Shore are 1. Quartz Wealth, 2. Become Wealth, 3. Lifetime, 4. Cliffe Consulting, 5. Success Avenue. Below we explain why each made the list, compare them at a glance, and share how to choose.
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Quartz Wealth are a Takapuna financial advice firm on Hurstmere Road, offering investment and KiwiSaver advice on a transparent fee basis.
Become Wealth run a Takapuna hub serving the North Shore, advising on KiwiSaver, savings and managed funds in person or by video.
A nationwide advisory firm, Lifetime cover retirement planning, investment, KiwiSaver and insurance with a personal adviser.
An independent adviser at Murrays Bay on the register since 1996, working on retirement planning rather than selling a product range.
A North Shore advice firm with a financial discovery meeting as the starting point and KiwiSaver among the services it sets out.
A quick comparison of our Top 5 picks. Select up to 3 businesses above to compare their strengths side by side.
| Financial Adviser | Best for |
|---|---|
| Quartz Wealth | Fee-based investment and KiwiSaver advice |
| Become Wealth | KiwiSaver and investment planning |
| Lifetime | Full financial planning |
| Cliffe Consulting | Independent, nearly thirty years |
| Success Avenue | Starts with a discovery meeting |
Looking for financial advisers in Takapuna or Devonport? Our recommended North Shore financial advisers work right across the area, covering Takapuna, Devonport, Milford, Belmont, Birkenhead, Northcote, Glenfield, Castor Bay, Mairangi Bay, Browns Bay, Torbay, Albany and Beach Haven. Wherever you are, these are the financial advisers North Shore locals rate.
Independent, editorial, and reviewed regularly.
TopChoice rankings are editorially curated by our New Zealand team and reviewed periodically. Our shortlists draw on public reputation signals from Google and other platforms, alongside our own research into each financial adviser. We weigh up a combination of:
We don't accept payment in exchange for a place in the Top 5. Rankings may change over time as businesses evolve. See how TopChoice works.
Confirm they are licensed. Financial advisers in New Zealand work under a licensed Financial Advice Provider, are listed on the Financial Service Providers Register and must give you a disclosure statement covering their services, fees and any conflicts.
Understand how they are paid. Some advisers charge a fee for service, some receive commission (common for insurance and mortgages), and some both. Fee-only advice can reduce conflicts; either way, get the costs and the scope of advice in writing.
Match the adviser to your goals. KiwiSaver and investment advice, retirement planning, insurance and estate planning are different specialties. Ask about their qualifications, their typical clients and how often they review your plan.
It varies. Some advisers charge a flat or hourly fee (often a few hundred to a few thousand dollars for a plan), some are paid by commission on products, and some both. They must disclose all costs before you proceed.
Yes. They must operate under a licensed Financial Advice Provider, appear on the Financial Service Providers Register and follow the Financial Markets Authority's conduct standards, including acting in your interests and disclosing conflicts.
Yes. Advisers can review your KiwiSaver fund choice, contribution rate and risk profile against your goals and timeframe. Even a one-off review can make a meaningful difference over the long term.
Fee-only advisers charge you directly and take no product commissions, which reduces conflicts of interest. Commission-based advisers are paid by the provider. Neither is automatically better, but you should know which applies and what it costs.
A summary of your income, assets, debts, KiwiSaver and any insurance, plus your goals and timeframe. The clearer your picture, the more useful the advice. Many advisers offer a free, no-obligation first chat.
At least annually, and after major life changes such as a new job, a house purchase, a baby or an inheritance. Markets and rules change too, so a regular review keeps your plan on track.
Our recommended North Shore financial advisers cover Takapuna, Devonport, Milford, Belmont, Birkenhead, Northcote, Glenfield, Castor Bay, Mairangi Bay, Browns Bay, Torbay, Albany and Beach Haven, plus the wider North Shore area. Many also serve neighbouring suburbs, so it is always worth confirming your exact location when you enquire.
Editorial disclosure: TopChoice is an independent editorial platform. Some pages may include a clearly labelled TopChoice Spotlight placement for additional visibility, which never influences rankings within our Top 5 lists. See how TopChoice works.
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