Invercargill’s stable economy, rooted in agriculture and manufacturing, provides a unique backdrop for residents seeking to grow their wealth through smart investments. The best investment advisors in Invercargill offer tailored strategies to navigate New Zealand’s financial markets, helping clients achieve goals like retirement planning, KiwiSaver optimisation, or portfolio growth. These professionals combine local insight with national expertise, ensuring your investments are secure and aligned with your aspirations. Firms like Craigs Investment Partners and Forsyth Barr stand out for their personalised service in the region.
1Craigs Investment Partners
Craigs Investment Partners is a leading personal wealth investment advisory firm with a dedicated Invercargill branch on Don Street. Their team of experienced advisers provides tailored investment strategies, portfolio management, and KiwiSaver advice to help clients achieve their financial goals. They suit individuals, families, and those seeking sustainable investing options in Southland’s stable economy.
Services
- Portfolio management and construction
- KiwiSaver optimisation and management
- Retirement planning and wealth management
- Sustainable investing strategies
- Sharebroking and access to NZ and international markets
Highlights
- Over 40 years in business
- More than 20 locations nationwide with local Invercargill presence
- $35 billion in client funds under management
- Award-winning research specialists
- Personalised service for multi-generational families and individuals
Location & Contact
Name: Craigs Investment Partners
Address: Level 2, 20 Don Street, Invercargill 9810
Phone: 03 214 9939
Website: craigsip.com
2Forsyth Barr
Forsyth Barr is a New Zealand-owned investment firm with a strong Invercargill presence on Esk Street. Their qualified investment advisers deliver disciplined portfolio construction, sharebroking, and retirement strategies supported by national research. They suit retirees, professionals, and investors seeking sustainable long-term growth in the Southland region.
Services
- Portfolio construction and management
- Sharebroking and investment options
- KiwiSaver reviews and schemes
- Retirement and financial planning
- Access to NZX, ASX, and international investments
Highlights
- NZ-owned firm with 26 offices nationwide
- Local Invercargill team with national research support
- MyShares portal for portfolio tracking
- Regular market seminars for client education
- Over 220 qualified investment professionals
Location & Contact
Name: Forsyth Barr
Address: Level 3, 25 Esk Street, Invercargill 9810
Phone: 03 218 8807
Website: forsythbarr.co.nz
3Lifetime Financial Security
Lifetime Financial Security is a financial advice firm with a long-standing presence in Invercargill on Deveron Street. Their team of financial advisers offers holistic planning including investments, insurance, home loans, and KiwiSaver. They suit families, business owners, and individuals in Southland seeking comprehensive financial protection and growth at every life stage.
Services
- KiwiSaver and investment planning
- Personal insurance advice
- Home loans and mortgage planning
- Financial planning and retirement strategies
- Business advice and employee benefits
Highlights
- Over 10 years serving Invercargill’s community
- High client satisfaction with 98% reporting understanding of goals
- Local Southland team of qualified financial advisers
- National network with personalised local service
- Focus on client-first, approachable advice
Location & Contact
Name: Lifetime Financial Security
Address: 46 Deveron Street, Invercargill 9810
Phone: 03 211 1177
Website: lifetime.co.nz
4Steve Oliver Financial Services
Steve Oliver Financial Services is a boutique financial advisory firm based in Invercargill, established in 2011. They provide personalised advice on insurance, investments, KiwiSaver, and retirement planning with a pragmatic, client-focused approach. They suit successful individuals and families seeking tailored solutions and greater control over their financial decisions.
Services
- Life, health and income protection insurance
- KiwiSaver and investment products
- Cash management and budgeting
- Retirement planning
- Business risk and employee benefits insurance
Highlights
- Established in 2011 as a local boutique firm
- Small team for close client relationships
- Focus on client education and pragmatic advice
- Holistic planning tailored to individual needs
- Emphasis on helping clients make informed decisions
Location & Contact
Name: Steve Oliver Financial Services
Address: Invercargill
Phone: 0800 214 692
Website: sofs.co.nz
5SBS Wealth
SBS Wealth provides financial advice and investment management through their Invercargill-based adviser. They specialise in KiwiSaver, portfolio management, and retirement planning with a goals-based and responsible investment approach. They suit individuals and families in Southland looking for high-performing funds and personalised long-term financial guidance.
Services
- KiwiSaver Scheme management
- Investment funds and portfolio service
- Wealth management and accumulation
- Retirement planning
- Investment advisory services
Highlights
- Over 30 years experience for local adviser Annabel Riley
- Certified Financial Planner qualification
- Member of Financial Advice New Zealand
- High-performing funds with responsible themes
- Owned by SBS Bank with local Southland focus
Location & Contact
Name: SBS Wealth
Address: Invercargill
Phone: 03 211 1181
Website: sbswealth.co.nz
How to Choose the Right Investment Advisor in Invercargill
- Verify they are licensed by the Financial Markets Authority (FMA) as a Financial Advice Provider (FAP) and provide a disclosure statement.
- Consider their specialisations, such as KiwiSaver, retirement planning, or sustainable investing, to match your goals.
- Look for advisers with local knowledge of the Southland economy and a physical presence in Invercargill.
- Evaluate fee structures, transparency, and whether advice is fee-only or commission-based.
- Check qualifications, memberships in Financial Advice New Zealand, and client feedback on their website.
Frequently Asked Questions About Invercargill Investment Advisors
What does an investment advisor in Invercargill do?
An investment advisor in Invercargill offers personalised guidance to help you grow and manage your finances through portfolio construction, KiwiSaver optimisation, and strategies for retirement or other goals.
Do I need a lot of money to work with an investment advisor?
No, many advisors work with clients at various stages, including those with smaller portfolios or focusing on KiwiSaver and insurance planning.
Are investment advisors in Invercargill regulated?
Yes, they must be licensed under New Zealand’s Financial Markets Authority (FMA). Learn more about FMA licensing.
What types of investment options might an advisor recommend?
Advisors may recommend New Zealand and international shares, managed funds, bonds, KiwiSaver schemes, and property-related strategies depending on your risk profile and goals.
How do I choose the right investment advisor in Invercargill?
Evaluate their experience, qualifications, local presence, fee transparency, and alignment with your financial objectives by reviewing their website and disclosure statements.
What is the difference between a financial adviser and an investment adviser?
In New Zealand, the terms are often used interchangeably, but all must hold appropriate authorisations under the Financial Markets Conduct Act. See the legislation.
How much do investment advisors typically charge?
Fees vary, often based on assets under management, hourly rates, or fixed fees; always ask for a clear breakdown during the initial consultation.
Can I receive investment advice remotely in Invercargill?
Yes, many advisors offer video calls and online tools in addition to in-person meetings at their local offices.