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ABOUT US
What sets us apart
Bradley Nuttall Nelson and Canterbury is an independently owned private wealth management company located in Christchurch and Nelson. Bradley Nuttall Limited was founded in 1994 and has been managing clients since 2009.
As a fee-only wealth management firm, we do not receive revenue from products that we recommend. This means our Financial Advisers are not tied to any investments and our clients can be assured we are always acting in their best interest.
We have built our reputation on putting our clients first, partnering with them to achieve their priority personal and financial goals. The ultimate measure of our success is in the achievement of our client’s plans and life choices.
Affiliations
- Bradley Nuttall Nelson and Canterbury is part of a group of wealth management firms that utilise Consilium investment research services. The investment solutions Consilium provides are robust, well-constructed, and evidence-based.
- Bradley Nuttall Nelson and Canterbury are regulated by the Financial Markets Authority, and registration can be found on the
Financial Services Provider Register - Our financial advisers are members of Financial Advice New Zealand and Supporting Independent Financial Advisers
- Bradley Nuttall is recognised by Moneyhub as a Trusted Financial Adviser.
WHY CHOOSE US
Our financial advisers are experienced investment and financial planning specialists with a wealth of knowledge and motivation to understand our clients and their individual goals. We are committed to protecting and growing your financial position.
VALUING OUR CLIENTS
We use an Individualised approach to financial management, valuing long-term, personalised relationships with our clients.
TRANSPARENCY
Our financial advisers are regularly in touch with our clients, to ensure they know how their investments are performing and understand the strategy.
NOBEL PRIZE WINNING APPROACH
Our Investment Philosophy is based on the insights of Nobel Prize winner Dr Eugene Fama who has shown the benefits of a portfolio that is low cost, widely diversified and developed incorporating dimensions of risk, rather than speculation.
EXPERIENCE AND KNOWLEDGE
With over 30 years’ experience in the industry, our clients have peace of mind that we have the knowledge to help them achieve their financial goals.
TRACK RECORD
Delivering value to our clients and a track record of sound investment performance and advice that meets client needs and goals.
FEE ONLY
We are independent financial advisers, and do not accept commission from any investment we recommend. Any fee rebates that we negotiate are passed directly onto our clients.
PERSONALISED SERVICE
Our relationships are built on understanding individual financial and lifestyle aspirations. We want to know our clients and what is important to you, so we can tailor a strategy that fits your goals, priorities, financial position and view on risk. Our financial advisers meet regularly with you to assess performance, review your needs and explore new opportunities.
CORPORATE CAPABILITIES
Bradley Nuttall provides a range of consultancy services including, a second opinion to review existing portfolio’s, preparing and reviewing Statements of Investment Policy and Objectives, SIPO’s, and KiwiSaver reviews.
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