Boutique Advisers Alliance is built by independent advisers with a day to day understanding of the New Zealand Financial Advice industry in the new regulatory climate and its challenges.
The Boutique Platform provide access to a tailored investment platform powered by FNZ Technology coupled with top-notch client service.
The Boutique Core offers a range of model portfolios and a variety of services for advisers who have tailored requirements.
We’ll work with you to create a solution that meets your precise requirements with our customised technology, robust compliance, and adviser support services.
What does this mean for you? More time to spend seeing clients, growing your business and developing strategies, and less time on administration.
Our Team
NICK
STEWART
DON
STEWART
ALASTAIR
MARSDEN
LIZZIE
HILL
RUSS
MEALE
RORY
O'NEILL
GEOFF
WILSON
HANNAH
COUTTS
Advisory Board
DR. DON BRASH
Former Governor of the Reserve Bank of New Zealand for 14 years and former National Party leader Dr. Don Brash joined our advisory board in December 2017.
Don's career has spanned a wide range of organisations and roles. He chaired the Advisory Panel which designed New Zealand's GST.
MILTON JENNINGS
Milton joined our Advisory Board in November 2016.
Milton brings a breadth of financial and industry knowledge having spent 29 years with Fidelity Life, NZ's largest locally owned insurer and he was the CEO of the company for 14 years. He is now running a consulting business called STM Advice helping insurance businesses.
PETER MANCELL
Peter joined our Advisory Board in September 2015. Peter is the Managing Director of Mancell Financial Group based in Burnie, Tasmania.
He provides strategic planning advice to FYG Planners for Independent, fee-only advisers. Peter is also the current Chair of the Global Association of Independent Advisers.