AdviceFirst

AdviceFirst Employee Directory

Financial ServicesWellington, New Zealand51-200 Employees

AdviceFirst is passionate about providing quality advice. We help thousands of New Zealanders stay on track with quality advice throughout life. 

AdviceFirst helps Kiwis reach their lifetime goals.

We were established to help New Zealanders prepare financially through life.  We have years of experience offering expert financial advice throughout your life.

Many thousands of kiwis already have a strong personal relationship with us, choosing us to provide tailored financial advice that includes:
-managing your hard-earned cash so it grows to support your needs
-planning to realise a retirement you can really afford
-investing a windfall
-and along the way protecting everything that is important  

As well as employee and business financial planning advice we can also provide:
-business planning advice
-HR services and systems
-recruitment solutions
-coaching and career development   

Our advisers are experts, they’ll take the time to understand exactly what you want, or more importantly what you need and our nationwide network of financial advisers are experienced and professionally recognized, to help you realise a better financial future. AdviceFirst is a Financial Advice Provider (FSP23242).

AdviceFirst is a New Zealand wide advice network - in which AMP*, a long-established financial services company, has a majority shareholding.

AdviceFirst was formed in 2008 by a small group of Financial Advisers. Spicers also a financial planning and investment company was formed in 1987.  In 2016 AdviceFirst and Spicers joined together as one company to operate as AdviceFirst, a nationwide network of professionally recognised financial advisers. In 2018 POD, an HR Consultancy, joined AdviceFirst broadening our business offering to add more value to our clients so they can realise a better financial future.

For a personal approach, the sooner you get started the better.  Let’s talk.

* AMP New Zealand Holdings Limited, is part of the AMP Group of Companies.

Find AdviceFirst employees' phone numbers or email addresses

AdviceFirst Global Highlights

Location
Employees

Oceania
124

Minus sign iconPlus sign icon
  • New Zealand
    119
  • Australia
    5

Asia
2

Minus sign iconPlus sign icon
  • United Arab Emirates
    1
  • Philippines
    1

North America
1

Minus sign iconPlus sign icon
  • United States Of America
    1

AdviceFirst's Leadership

  • Stylized image of a person
    B. H.
    Head Of Client Experience
    Phone icon
  • Stylized image of a person
    B. H.
    Head Of Wealth Management Advice
    Phone icon
  • Stylized image of a person
    E. B.
    Head Of Employee Experience (advicefirst & Enable.Me)
    Phone icon
  • Stylized image of a person
    S. R.
    Managing Partner - Business Advisory
    Phone icon
  • Stylized image of a person
    M. E.
    Managing Director
    Phone icon
  • Stylized image of a person
    R. S.
    Technical Lead
    Phone icon
  • Stylized image of a person
    A. V.
    Qa And Compliance Manager
    Phone icon
  • Stylized image of a person
    C. F.
    Client Services Manager
    Phone icon

Contact profiles from AdviceFirst

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    V. H.
    Wealth Administration Lead - Wealth Subject Matter Expert
    Phone icon
    New ZealandWellington
    Dec 11, 2024
  • Stylized image of a person
    W. M.
    Senior Advisor Lead
    Phone icon
    New ZealandWellington
    Jul 31, 2024
  • Stylized image of a person
    A. P.
    Advisor Principal
    Phone icon
    New ZealandCanterbury
    Sep 16, 2024
  • Stylized image of a person
    M. U.
    Marketing Automation / Business Analyst
    Phone icon
    New ZealandAuckland
    Dec 11, 2024
  • Stylized image of a person
    A. P. L. B.
    Advisor
    Phone icon
    New ZealandWellington
    Feb 25, 2024
  • Stylized image of a person
    A. W.
    Adviser
    Phone icon
    New ZealandBay of Plenty
    Sep 11, 2024
  • Stylized image of a person
    D. P.
    Customer Insight Specialist
    Phone icon
    New Zealand
    Dec 11, 2024
  • Stylized image of a person
    E. O.
    Financial Advisor
    Phone icon
    New ZealandAuckland
    Dec 11, 2024
  • Stylized image of a person
    E. C.
    Authorised Financial Adviser
    Phone icon
    New ZealandHawke'S Bay
    Mar 05, 2024
  • Stylized image of a person
    G. A.
    Client Adviser
    Phone icon
    New ZealandAuckland
    Sep 16, 2024

Frequently Asked Questions

What is AdviceFirst known for?

Minus sign iconPlus sign icon
AdviceFirst operates in the Financial Services industry. The company's main headquarters is located in Level 6, 42-52 Willis Street Wellington, 6143 NZ; you can contact the main corporate office by phone at . Explore AdviceFirst's company overview page for more information.

What is AdviceFirst's most common email format?

Minus sign iconPlus sign icon
AdviceFirst employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AdviceFirst email formats with LeadIQ.

How many employees does AdviceFirst have currently?

Minus sign iconPlus sign icon
AdviceFirst has approximately 63 employees as of November 2024. These team members are located across 3 continents, including OceaniaAsiaNorth America.

Who are AdviceFirst's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2024, AdviceFirst's key employees include:

  • Head Of Client Experience: B. H.
  • Head Of Wealth Management Advice: B. H.
  • Head Of Employee Experience (advicefirst & Enable.Me): E. B.
  • Managing Partner - Business Advisory: S. R.
  • Managing Director: M. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.