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Financial Advisers Directory

27th June 2024

Support Achieving your Financial Goals

Want to align your finances with your values while reaching your goals?

Whether you're planning retirement, managing wealth, or navigating major life changes, studies show working with a financial advisor leads to better long-term outcomes. A Mindful Adviser can help you align your financial goals with your ethics, ensuring your wealth grows, but not at the expense of people, the planet and animals. 

Mindful Advisers are the firms in NZ that focus on providing ethical investment advice and meet Mindful Money’s standards for systems and capability.  A Mindful Adviser will also explore the personal legacy you want to achieve through the power of your investments.  Advisers in these firms can help select ethical options which align with your values.  These firms have selected funds and portfolios that can deliver financial returns aligned to your appetite for risk and timeframe for investment.  

In order to be listed here a firm needs to demonstrate a commitment to ethical investment as demonstrated by: 

  • All firms are licensed financial advice providers and supervised by the FMA and operate within the NZ Code of Conduct for provision of advice in NZ.
  • Exclusively or predominantly offer a range of responsible investment / ethical funds 
  • Are certified as responsible investment advisers by RIAA or demonstrate comparable standards e.g.specialist qualifications, deep and long experience.
  • Embed ethical investing in all client processes from initial exploration through selection of ethical investment options and ongoing monitoring and review.
  • Undertake continuing professional development in ethical investment.
  • Demonstrate skill and empathy in conversations about legacy and ethical values.

Not ready for a financial adviser? there are many online resources that can help you for free in your financial journey, you can find these guides here.


Mindful Advisers

Scope of Services:

KiwiSaver and Investments.

Investment strategies for Charities

Minimum Investment: 

$200,000

Advisers


Scope of Services:

Financial Planning
Personal Investments
KiwiSaver
UK Pension Transfers
US Citizens in NZ

Minimum Investment: 

$100,000

Also offer a financial plan service for DIY investors for a flat fee

Advisers


Scope of Services:

Investments
Financial Planning
KiwiSaver

Minimum Investment: 

$500,000

Adviser

Dr. Rodger Spiller

(09) 366 1672

Email

Linkedin


Scope of Services:

Financial planning, investments and insurances (life, income protection, trauma and health).

Minimum Investment: 

$500,000

Advisers