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Financial Advisers

Christchurch & Nelson

Personal Financial Advice, Tailored to You

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Phone 20+ Years of Happy Clients

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What Sets Us Apart

At Bradley Nuttall, we specialise in providing comprehensive wealth management and investment advice services to clients across Christchurch, Tasman, Marlborough, Nelson, Canterbury, and overseas.

If you’ve suddenly gained wealth, are seeking better investment performance, are planning for retirement, or are aiming to secure your family’s future, Bradley Nuttall advisers are here to help.

Additionally, our specialist advice areas include pension transfers, investor visas, and advice for high-net-worth individuals.

We deliver
value to our
clients through:

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Performance

We provide you with confidence that, no matter what happens in the markets, the economy, or the world, you are highly likely to achieve your most important life goals.

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Personalized services

Our relationships are built on understanding financial goals and lifestyle aspirations. Financial advisors in Christchurch or Nelson will ensure our service is tailored to you and your situation.

Specialty Areas of Advice

High Net Worth

High Net Worth

Often high net worth individuals and families have multiple investments across a range of asset classes. Considering these in isolation is not efficient and can lead to unexpected exposure to risks.

investment visa

Investment Visa

If you are applying for a New Zealand visa that requires investments, we can help structure your investment portfolio. The Active Investor Plus Visa requires an investment of NZD 15 million across…

Investment Consultant

Investment Consultant

If you’re acting as a trustee, it can be prudent to seek expertise to help with your investment decisions or obtain a second opinion. This could be regular investment updates or creating a Statement…

Pension Transfer

Pension Transfer

Transferring a pension to New Zealand can be a complex process, involving potential tax implications in both countries and the consideration of various pension benefits.

What Our Clients Say

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Meet our experienced team

Cameron Mouat

Cameron Mouat

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Doug Johns

Doug Johns

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Lynette Johns

Lynette Johns

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Katrina Hunter

Katrina Hunter

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Michelle Phillips

Michelle Phillips

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Ewen

Ewen Cameron

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Our Financial
Planning Approach

Achieving financial freedom and financial stability is more than simply investing funds successfully. An independent adviser ensures that you have a financial plan to give you a secure future and provides the framework to monitor plans while potentially planning for the next generation.

“Achieving your financial goals is our ultimate success.”

-Doug Johns

Meet Our Team

Our Financial Planning Approach

What is Financial Advice?

Financial advice is professional guidance provided by a qualified and licensed firm to help you make confident, informed decisions about your money and your future. It covers a wide range of areas, including investment planning, retirement planning, tax planning, estate planning, personal insurance, and cash-flow management. At Bradley Nuttall, our financial advisers in Christchurch and Nelson specialise in investment advice, financial and retirement planning, and KiwiSaver, helping you build clarity, confidence, and long-term financial security.

What should I consider when choosing a financial adviser?

Choosing the right financial adviser is an important decision. A good adviser should not only be qualified, but also experienced, independent, and transparent in how they operate. Key things to consider include:

Licensed Advice Provider
Ensure the adviser or firm is licensed by the Financial Markets Authority (FMA). This confirms they meet New Zealand’s regulatory standards and operate under appropriate professional and compliance requirements. You can verify this through the Financial Services Provider Register (FSPR).

Experience and Qualifications
Look for advisers with strong professional qualifications and substantial industry experience. For investment advice, a long track record (preferably greater than 20 years) in financial markets is especially important. Experience through different market cycles provides valuable insight and perspective. You can view our experienced team to learn more about our advisers’ backgrounds.

Independence
Independent advisers are not tied to any specific product providers. This means their advice is based solely on what is best for you, not on commissions or sales incentives. Independence helps ensure recommendations are objective, transparent, and client-focused.

Fees and Transparency
Understand how the adviser is paid and ensure their fee structure is clear, fair, and aligned with your needs and budget. Transparent fees allow you to see exactly what you are paying for and how the advice adds value.

Together, these factors help ensure you receive advice that is professional, unbiased, and truly focused on your long-term financial wellbeing.

How much will a financial advisor cost?

We are a fee-only firm. This means we do not receive commissions or incentives from product providers and are paid solely by our clients. As a result, you can be confident that our advice is independent and always focused on what is best for you.

All fees are fully disclosed in advance, so you know exactly what to expect before any work begins. There are no hidden costs or surprises.

As financial advisers in Christchurch and Nelson, our approach is to build long-term relationships with our clients. Our fee structure reflects this, with low initial fees for investment and financial planning, and competitive ongoing fees for investment management and advice.

Full details of our fees are available in our Disclosure Statement.

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