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Snupit›Wellington›Financial Advisors

Top Financial Advisors in Wellington

Capstone Advisory Services CC
Services Wellington
We are a one stop shop business, where you can get all business needs met. Capstone Advisery was established in 2005 to provide accounts advice to small to medium businesses that needed help at an affordable price. The Company's primary goal ...show more
4.8
11 reviews
by susan, 082****255
Capstone provides excellent service that can be relied upon. You can be confident in the accuracy and insight provided. We use Capstone for our auditing needs and certain strategic planning inputs. Highly recommended.
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Dynamix Accounting
Wellington
We offer Bookkeeping, Accounting, Taxation, Payroll and Business Advice to both Companies and Individuals. At Dynamix Accounting we understand that your Business’ survival is dependent on the ability to make informed decisions whilst partner ...show more
5
4 reviews
by Iben, 082****410
Very fast, precise and super friendly. I would gladly recommend Dynamix Accounting.
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BDC Financial Management
Services Wellington
Debt Management Cape Town and surroundings (Western Cape). BDC Financial Management. Financial management is a Debt Solution for all South Africans who are struggling to make ends meet. BDC Financial Management has different solutions for e ...show more
5
4 reviews
by Lizel, 071****508
Great / Awesome service and no more stress for me. They really go out of they way for you and help and support you all the way. Thank you for being there for us!!
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EFG Audit
Services Wellington
EFG Audit has the experience and knowledge to create a custom solution specific to your needs. Whether you need assistance with your income tax submission or business accounting and auditing services, EFG Audit has the experience and knowled ...show more
5
1 review
by Iban, 081****626
Love the service EFG Audit provides.
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Advent Wealth
Services Wellington
Advent Wealth is an independent financial advisory firm, helping people plan, save and invest in a tax efficient manner, both locally and offshore. With over 50 years combined experience. I am a Chartered Accountant (SA) completing my traini ...show more
5
3 reviews
by Miles, 086****890
Is good, no complaints.
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TFAS Global
Services Wellington
Advisory | Management | Strategy. TFAS Global has been on a single mission for over a decade to be the best in our field, and it's all thanks to the incredible relationships we've formed with our clients, partners and employees. Through inves ...show more
5
1 review
by Fayima, 084****702
We have outsourced our Payroll, Tax& Accounting and HR services to TFAS Global for almost 2 years and have never looked back. They provide a prompt, accurate and professional service and relieve us of the burden of staying up-to-date with e...
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Latitude Business Finance
Services Wellington
Bespoke funding solutions for every business. Latitude Business Finance is an independent brokerage that provides bespoke funding solutions for every industry, bridging the gap between the business and the funder to source the correct product ...show more
0.0
0 reviews
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Indigo Brokers
Services Wellington
Client-Focused Insurance Solutions for Results-Driven Protection?. Welcome to Indigo Brokers, where financial expertise meets personalized service. Since 2018, we’ve redefined financial solutions with integrity, tailored approaches, and unwav ...show more
5
1 review
by Elizabeth, 076****491
The service from Sandra Fourie is excellent, she's friendly and the best broker I have ever had. I would suggest her to anyone.
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Freelance Studio
Services Wellington
Professional support to free up your hands. My main focus to absorb the clutter to let you do what you do best. You are a entrepeneur and need to grow your business, but admin is bogging you down. I do the admin/accounting/office management. ...show more
0.0
0 reviews
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Integritas Wealth Management Pty Ltd
Services Wellington
Personal bespoke financial planning solutions, your financial success is our priority. Integritas Wealth Management is a leading wealth management firm that focuses on offering their clients bespoke financial products that allow them to dive ...show more
0.0
0 reviews
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Digi Accounting
Services Wellington
Professional Tax and Accounting professional, thinking differently about you and your business. We deliver with speed to address you accounting and taxation needs. It always starts with a free consultation to understand your needs and find ...show more
5
1 review
by Nelisa, 073****689
I recently had the pleasure of working with a Lars Olen from Digi Accounting for my personal tax filings, and I must say, I was thoroughly impressed with the level of service I received. From start to finish, Lars made the entire process se...
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Vimarc Consulting Cc
Services Wellington
Our goal is to add value to your business by establishing a close working relationship and to ensure that your enterprise is functioning smoothly. Vimarc Consulting is an alliance of professionals offering a comprehensive accounting & busin ...show more
0.0
0 reviews
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Schani Wealth
Services Wellington
Personal Tax and Estate Planning (Wills and Trusts). Services include: Personal / Individual Tax Return Submissions Personal / Individual Tax Registration Provisional Tax Tax Audits and Queries Drafting of Wills Estate Planning and Trus ...show more
0.0
0 reviews
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Altru De Klerk CA SA
Services Wellington
Trust through partnership. DK Capital - Charted Accountants (SA) are passionate about partnering with businesses and individuals to assist them in achieving success. Trust is everything to the firm and its core value. The managing director ...show more
5
1 review
by Charmaine, 073****971
A+ service on point! i have been treated as priority handles my requests as priority i would recommend De Klerk Capital with no reservations!
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Timing Right Tax And Accounting Solutions
Services Wellington
We provide Accounting and Tax services at the right time. Timing Right Pty Ltd was registered as a business in 2016 but has been in existence for 13 years. We have vast experience in Organisational & Individual tax services, Financial plannin ...show more
5
1 review
by Sharon, 062****891
Timing Right is an exceptional service provider that truly lives up to its name! I was blown away by their ability to deliver high-quality accounting, valuation and business advisory in a timeous manner for my start up company. Their speedy...
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Frequently Asked Questions
Are you looking good financial investments? We’re here to help! Snupit has a list of the best financial advisors in Wellington that will give you the best advice.

  • What is included in financial services?

    It refers to numerous services in the finance sector. This includes retail and commercial banks, investment banks, venture capital and private equity, accounting, and insurance.

  • Why do I need a financial advisor?

    In modern times, almost everyone has a bank account or uses commercial bank services in their daily lives. Also, if you’re starting your own business, then you will probably need to go to an investment bank and if you have an established business already. In both cases, it’s best to use a financial advisor to help you manage your finances. Or you run the risk of financial losses.

  • Where can I find a financial advisor?

    Snupit has a comprehensive list of financial advisors as well as institutions that provide financial services. From investment banks to insurance, we have everything you need. Browse through the list to find the right person or institution for your needs today.

  • How to select the right person or institution

    It’s not that difficult. All you need to do is look up which institution will cater to your needs, decide a budget and then contact that person or entity. Keep your budget flexible as the service might cost you more than you expected.

  • What are the service charges?

    It depends on the type of service you need and whether you’re going to an institution or an individual.

  • Why Snupit?

    1. You never pay to use Snupit. It’s free and you get to compare multiple quotes from the best financial advisors in Wellington.


    2. Professionals listed on the Snupit platform are experienced, friendly and background-checked. Our numbers say it all! Of the 4 reviews for financial advisors, our customers have had a positive and a rewarding experience with 4 financial management projects.


    3. Choose from 50 trusted and high quality professionals in Wellington who can assist you with just about anything you need done.


    4. Don’t overpay for any service, hire a local expert from our talent pool of 36 financial advisors in Wellington who are skilled and vetted.
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