Financial Advisors in Dunedin

Craigs Investment Partners Dunedin has a team of highly experienced financial advisers who specialise in providing wealth management, investment advice, retirement planning, KiwiSaver and premium investment services to a range of clients. Although we are based in Dunedin CBD, we work with clients all over the Otago region.

Rostron Finance is brokerage firm that is committed to giving its customers the best deals in the market. We provide loans for cars, boats, bikes, equipment, personal/business loans and more.

Sally Bisset is a Financial Advisor based in Dunedin, Otago, New Zealand. She helps families and couples protect what matters most to them with insurance products such as Life, Trauma, Income or Mortgage Protection, Disability Cover, Key Person Cover and Health Insurance. Sally is passionate about helping her clients achieve their financial goals and is committed to providing them with the best possible advice. Contact Sally for an obligation-free chat.

enableme wants to get you financially fit and strong - FAST. We help you determine what you're capable of, get you in control of your money, debt-free sooner and building wealth quicker. enableme enables you to have options.

Heritage Trustee provides a wide range of trustee and fiduciary services which support the family unit at all stages in the circle of life, and with the transition of wealth. We do this by building trust with our clients and ensuring that they are not taken advantage of. Without trust you have nothing - with Heritage as your independent trustee we will ensure that our decisions and choices are based on what is right, what is best, and what is valued most highly by you. Wills & Estate Planning | Trusts | Powers of Attorney