Your partner in navigating life’s financial transitions
Fuss-Free Independant Financial Advice
Financial Planning and Investment Advice
Queenstown & Dunedin
Why work with us
Experience the Bradley Nuttall Difference
Over 35 years of advice
We have been helping clients manage their wealth since 1987
100% independent
You can trust our advice because no one else pays us to tell you where to invest your money.
We’re experts in transitions
Life’s financial transitions can be overwhelming. Trust us to guide you to the next life phase.
Proven success
We have guided hundreds of clients toward achieving their financial and life goals.
Make the best decisions in times of change
We are specialists in helping clients navigate life’s big transitions.
Bradley Nuttall Otago is a boutique financial planning and investment firm specialising in helping high-net-worth individuals and their families, focusing on guiding them through life’s economic transitions.
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Retirement
Getting ready for life’s next chapter.
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Asset or Business Sale
Considering selling or recently sold a property, business, farm or significant asset.
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New Money
Received an inheritance or lotto win.
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Sudden Personal Transitions
Recently divorced or experienced an unexpected loss of a loved one.
Book a no-obligation consultation
Thanks to our extensive experience engaging with individuals across various age groups and life phases, we’ve accumulated a wealth of knowledge that allows us to offer guidance as though we were your older, wiser self.
What our clients say
“ Andy Hyland has been our financial adviser since 2021. Andy is very easy to work with and we value the advice given to date, we both retired early in 2023. Andy has impressed us with his regular and ongoing communication and we look forward to this relationship continuing through our retirement years."
—Dave and Kay, Wellington
“We have been with Bradley Nuttall Otago since 2010 and have found them to be so trustworthy, reliable and totally helpful. We would very happily recommend them to anyone else looking for financial advisers who would give them good worry-free service."
—Bob and Lorraine, Dunedin
“After numerous adviser changes, I found Andy purely by chance. Andy prioritises trust and client well-being, providing personalised advice, without “selling” products. Andy's calm demeanour, attentive listening, and evidence-based approach in financial planning stands out. His guidance offers foresight for long-term financial well-being, fostering trust and personalised advice that aligns with the client's best interests, setting a foundation for achieving long-term financial goals.”
—Dr. Padmanathan, Wellington
“I have worked with the team at Bradley Nuttall Otago for many years. The trusts I am involved with have valued the independent advice we have received, including the formulation of the asset allocation required to achieve our investment outcomes. This has allowed us to focus on our charitable activities knowing the funds invested are able to meet the commitments we have made."
— Stuart, professional trustee, Dunedin
Frequent investor questions
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Investment planning strategically sets and achieves financial goals through resource allocation.
We assess your situation, risk tolerance, and objectives for a personalised portfolio. Key elements include goal identification, time horizon, risk assessment, and selecting suitable investments. Diversification, asset allocation, and periodic reviews optimise returns and mitigate risks. The aim is to align resources with long-term objectives like wealth accumulation, retirement, or milestone funding.
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We follow an asset class investment philosophy which aims to deliver returns from each asset class with minimal costs. We aim to ensures investors are appropriately rewarded for the investment risks they take. The benefits of this approach are broad diversification; reduced volatility; lower risk; lower fees, and enhanced returns. Visit “Investments” page for further details.
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Rest easy knowing that your invested funds are securely held in trust by FNZ Custodians. At no point in the investment process does Bradley Nuttall Otago Limited retain any client assets; rather, we serve as your adviser, entrusting the custody of your assets to FNZ Custodians —a multinational company managing custody platforms globally with over $100 billion in client assets.
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Financial planning is a dynamic process that goes beyond investments. It involves managing resources for short and long-term goals, including budgeting, investment, estate planning, and more. While investment planning focuses on returns, financial planning integrates decisions into a cohesive strategy, considering individual circumstances and life goals for holistic financial well-being.
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If you have a KiwiSaver balance of $50,000 or more, and you earn over $48,000 a year contact us to find out how we can help maximise you KiwiSaver strategy.
We provide personalised guidance on optimizing your KiwiSaver investment to align with your financial goals. We can help you understand your risk tolerance, choose the right fund within KiwiSaver that suits your preferences, and provide insights into contribution strategies.
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Meet Andy
Andy collaborates with his clients to craft tailored financial plans and investment portfolios. Specialising in forging trusted, long-term partnerships, he provides expert guidance and practical assistance with investment planning, retirement planning and KiwiSaver.
Andy holds the Trusted Adviser mark. This standard is awarded to those Financial Advice NZ members who show they have committed to qualifications and continuing professional development obligations at a level higher than that required by New Zealand law and code.
Meet Jordan
Born and raised in Arrowtown, Jordan brings a wealth of local knowledge and financial expertise to his role as a financial adviser.
Jordan's client-focused approach involves conducting detailed analyses of financial situations, including risk assessment, cash flow management, and retirement planning.
He believes effective advice starts with a deep understanding of each client's unique circumstances and aspirations. By providing clarity and structure around financial challenges, Jordan helps clients protect and grow their wealth to achieve long-term objectives.
Say hello to the team
Our Independent Investment Committee
As a local boutique firm, we have access to global insights and world-class investment research through our partnership with Consilium NZ Limited (Consilium). Consilium provides world-class investment solutions, investment research, modelling tools.
The strength of Consilium’s investment processes are such that they have been independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards.
