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Financial Advisor Nelson

Personalized Financial Advice Tailored for Nelson Residents

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Phone 20+ Years of Happy Clients

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What Makes Our Financial Advisor Stand Out in Nelson

At Bradley Nuttall, our financial advisor in Nelson specializes in delivering comprehensive wealth management and investment advice to clients.

Whether you’ve recently come into wealth, want to enhance your investment performance, are planning for retirement, or aim to secure your family’s financial future, our experienced financial advisers in Nelson are here to support you every step of the way.

We also offer specialist advice on Uk pension transfer to NZ,  investor visas, and services for high-net-worth individuals.

Meet Our Team

Specialty Areas of Advice

High Net Worth

High Net Worth

Managing multiple investments across asset classes requires a comprehensive approach. Our advisers help Nelson’s high-net-worth clients avoid unnecessary risks by holistically considering their entire portfolio.

investment visa

Investment Visa

If you’re applying for a New Zealand visa that requires investment, such as the Active Investor Plus Visa, our Nelson team can help structure your portfolio to meet the investment threshold and other criteria.

Investment Consultant

Investment Consultant

For trustees or those seeking a second opinion on investment decisions, we offer expert consulting services, including regular updates and tailored investment statements to keep you informed.

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Pension Transfer

Pension Transfer

Transferring a pension to New Zealand can be complex, involving tax implications and benefit considerations. Our Nelson advisers provide clear guidance to help you navigate this process smoothly.

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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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Our Financial
Planning Approach

Achieving financial freedom and stability is about more than just successful investing. Our independent advisers work with you to develop a comprehensive financial plan that provides security and a framework for monitoring your progress, adapting to your changing needs over time.

“Achieving your financial goals is our ultimate success.”

-Doug Johns

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Our Financial Planning Approach
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