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Financial Advisers Christchurch

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, experienced advisers are here to help.

Additionally, our specialist advice areas include UK pension transfer to NZ, wealth management, 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 advisers in Christchurch 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.   If you would like an analysis of the investment and market risks you face, get in touch.

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 5 million or NZD 10 million depending on the category.   One of our financial advisers can talk you through the options.

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 of Investment Policy and Objectives.   Contact us to talk to a financial advisor who works with trustees and boards.

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.  Our financial advisers offer a complimentary discussion on your options.

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 from a qualified, licensed firm to help you make informed decisions about your finances. It includes investment, retirement, tax, and estate planning, as well as personal insurance and cash-flow management. At Bradley Nuttall, our Christchurch advisers specialise in investment advice, financial and retirement planning, and KiwiSaver, supporting your long-term financial security.

What should I consider when choosing a financial advisor?

Selecting a financial adviser is an important decision. Look for someone who is qualified, experienced, independent, and transparent. Consider the following factors:

Licensed Advice Provider
Confirm the adviser or firm is licensed by the Financial Markets Authority (FMA), which ensures they meet New Zealand’s regulatory standards. You can verify this on the Financial Services Provider Register (FSPR).

Experience and Qualifications
Seek advisers with strong qualifications and significant industry experience. For investment advice, a track record of over 20 years is valuable, as experience across market cycles offers important perspective. You can review our team’s backgrounds for more information.

Independence
Independent advisers are not affiliated with specific product providers, so their advice is based solely on your best interests rather than commissions. This ensures recommendations are objective and client-focused.

Fees and Transparency
Ensure you understand how the adviser is paid and that their fee structure is clear, fair, and aligned with your needs. Transparent fees show exactly what you are paying for and how the advice benefits you.

Considering these factors helps ensure you receive professional, unbiased advice focused on your long-term financial wellbeing.

How much will a financial advisor cost?

We are a fee-only firm, receiving no commissions or incentives from product providers. Our clients pay us directly, ensuring our advice remains independent and focused on your best interests.

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

As financial advisers in Christchurch and Nelson, we focus on building long-term client relationships. Our fee structure supports this, with low initial fees for 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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