SortMe Money
SortMe Money is the podcast for New Zealanders who want their money to work harder without having to think about it constantly. Each episode turns our most-read articles into audio — practical insights on spending, saving, investing, and the everyday financial decisions that quietly shape your life. Made by the team behind SortMe, NZ's AI-powered personal finance app.
SortMe Money
How to choose the right NZ financial advisor
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
A good financial advisor can change the trajectory of a household. A poorly-matched one costs you year after year. With around 1,500 advisors on the NZ Financial Service Providers Register, how do you choose?
In this episode:
- The two kinds of financial advisor in NZ (and which one you probably need)
- What advisors actually do for you — and what they don't
- The three fee models: fee-only, fee-plus-trail, and commission-based
- Four questions worth asking in a first meeting
- Red flags worth walking away from
- When you genuinely need an advisor, and when you don't
- How SortMe matches users to the right advisor based on fee preference, specialty, and values alignment
Featuring commentary from Charlotte Barraclough, Customer Success & Referrals Lead at SortMe.
Read the full article: sortme.com/post/how-to-choose-nz-financial-advisor