financial planning for future generation with authorised financial advisor in christchurch

What Sets Us Apart As Financial Advisers In Christchurch & Nelson

Our Financial Advice Services

WEALTH MANAGEMENT

Unlock your financial potential with our tailored management solutions. If you've suddenly come into wealth or are looking for investment solutions, talk to an experienced adviser for personalised investment advice.

FINANCIAL PLANNING

Achieving your financial goals encompasses more than simply investing money successfully. Our planning process ensures that all clients' financial affairs are in order, and our adviser will guide you every step of the way.

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. We provide investment consultant services to charitable trusts and other trustees.

We Deliver Value To Our Clients Through:

GREAT DECISIONS

Our independent advisers are here to help you make smart investment decisions that align with your priorities.

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.

PERSONALISED SERVICES

Our relationships are built on understanding individual financial and lifestyle aspirations. Our advisers in Christchurch & Nelson will ensure our service is tailored to you and your situation.

It Starts With You

We’re very aware that no two clients are the same, with differing requirements, priorities, and financial means. Accordingly, our advisers will work to understand what’s important to you and what future choices you want to be able to make. “Cookie-cutter” solutions or “one size fits all” approaches are inappropriate even for the most modest investment sums.

“Achieving your lifestyle objectives is our ultimate success.”

-Doug Johns 

View Our Latest Updates

Recently we mourned the passing of a man who almost single handedly helped us make our clients better investors.

International share markets registered substantial gains in the first three months of 2024.

Diversified investors had more reasons to smile as the markets began this year exactly as they left off last year – with another substantial gain by most international share markets.

What Our Clients Say

Bradley Nuttall have been my financial advisers in Christchurch and investment planning specialists for the last five years. During this time, I have been impressed and delighted with all aspects of their work.

Their customer service orientation is exemplary. They are easily accessible and can communicate the more complex nature of investing to a layperson in plain English. No question is off-limits, and they always take it seriously.

They visit in person each year. Because of this, my understanding of financial investment has grown substantially, which has meant I’m more informed and confident about the investment decisions I make.

The investing methods and criteria they use to inform their investment work are their own and backed by ongoing evidence over time.

Because of their intelligent and robust approach, I trust them fully. This greatly comforts an investor, especially during a pandemic and global financial crisis.

Being a client of Bradley Nuttall means a tremendous amount to me. I know my investment is in safe and thoughtful hands, that I will be kept regularly informed about my portfolio, that I can ask questions at any time and be taken seriously and that my needs for my financial future are carefully and respectfully made possible.

Chris Christchurch

Chris Christchurch

Bradley Nuttall runs a very professional financial advisory and investment service. Their advice is designed to fit our present financial needs and goals. They keep in touch frequently and recommend any changes to us before acting on them.

We feel we have a professional advisor/ client relationship that constantly evaluates where our portfolio is at. I recommend they invest money wisely and safely and then look after it for you.

Alan and Lorraine

Alan and Lorraine

Our Financial Planning Approach

 
Achieving financial success encompasses considerably more than simply investing funds successfully. An independent adviser ensures that all clients’ financial affairs are in order and provides the framework to monitor plans while potentially planning for the next generation regularly.