Naked Finance
Auckland · nakedfinance.nz
Mortgage & lending Insurance KiwiSaver & investments
Transparent, jargon-free advice across mortgages, insurance, KiwiSaver and UK pension transfers.
Find an adviser
Find a financial adviser in New Zealand, one who's already been vetted
Tell us what you're trying to sort (KiwiSaver, mortgage, insurance, retirement) and where you are, and we'll introduce you to a vetted adviser who handles exactly that. The intro is free, and nobody sees your financial data unless you say so.
The directory
Browse vetted adviser practices
The Money Men
Auckland · themoneymen.co.nz
Retirement planning KiwiSaver & investments
Retirement planning, investment advice and portfolio strategy built around where you want to end up.
Radical Investment
Wellington · radicalinvestment.co.nz
KiwiSaver & investments Retirement planning
Independently owned, pairing personalised investment advice with practical cashflow planning.
Sue Tierney Mortgages
Auckland · stml.co.nz
Mortgage & lending Insurance
Mortgage advice from first-home buyers through to property investors, with insurance to match.
Financial Solutionz
Auckland · financialsolutionz.co.nz
Mortgage & lending Insurance KiwiSaver & investments
Running since 1989, with home loans, insurance, KiwiSaver and wealth management under one roof.
Float
Auckland · floatmortgages.co.nz
Mortgage & lending Insurance KiwiSaver & investments
Mortgages, insurance, business lending and KiwiSaver advice for families and businesses.
Collaborative Consulting
Auckland · cclonline.co.nz
KiwiSaver & investments Retirement planning
Financial planning built on spreading wealth across asset classes to match your risk tolerance.
How it works
What to expect (and how we vet)
- 1
You tell us what you need.
Two minutes: your goals, your region, a line or two about your situation.
- 2
We route you to the right practice.
Every adviser in our network is a licensed NZ practice we’ve vetted. We check registration, talk to the principals, and only keep partners whose clients come back happy. If someone stops meeting the bar, they’re out.
- 3
They contact you for a free intro chat.
No obligation, no fee for the introduction, no hard sell. If it’s not a fit, tell them (or tell us) and that’s the end of it.
Your SortMe data stays yours. If you're a SortMe user, an adviser sees your financial picture only if you grant it, and you choose the level, full or summary, with two-tier access controls. You can change or revoke access any time. Not a SortMe user? Nothing to share; the intro works fine without it.
Get matched
Get matched in two minutes
Skip the browsing. Answer three questions and we'll pick the right practice for you.
Done — that's with us.
We'll route your request to the best-fit practice and they'll be in touch within two working days for a free, no-obligation chat.
Inside SortMe
Already using SortMe? Your adviser path is built in
As SortMe reads your accounts it surfaces the moments where a product or a professional would change the outcome. An uninsured risk in Protection, a fixed rate about to roll off, a KiwiSaver fund worth a second look in Growth, a goal the Cashflow Forecast says will land late. Each one arrives with a "what should I do next?" card and a warm handoff to a vetted adviser when you want one. Your data's already connected, so you decide in one tap exactly what the adviser gets to see.
Not on SortMe yet? The average user finds $2,371 in savings, and if you don't save $500 in your first 30 days, you get your money back.
Try SortMe for $1
Questions about getting advice
Does the introduction cost anything?
No. The intro chat is free and there’s no obligation. If you go on to engage an adviser, their fees (or commission structure) are between you and them, and they’ll disclose everything up front, as NZ law requires.
How does SortMe vet advisers?
We only partner with licensed NZ practices, we check registration and talk to the principals before listing anyone, and we keep listening afterwards. Practices that don’t look after the people we send them are removed.
Will the adviser see my SortMe data?
Only if you grant it. Two-tier access controls mean you choose full picture or summary, and you can change or revoke access any time. If you’re not a SortMe user, there’s nothing connected and the intro works the old-fashioned way.
What kinds of advisers are in the network?
KiwiSaver and investment advisers, mortgage advisers, insurance advisers and retirement planners, across NZ regions. Many work fully online.
Does SortMe get paid for introductions?
Some partner practices participate in our partner programme. It never changes what you pay, and it never decides who we match you with. Fit does.
Is SortMe itself giving me financial advice?
No. SortMe surfaces your data and flags things worth a look; regulated financial advice comes from the licensed advisers we introduce you to.
I’m outside the main centres. Can I still get matched?
Yes. Most partner practices work online with clients anywhere in New Zealand. Pick "Happy to work online" in the form.
