Southern Advisory is a privately-owned wealth advisory firm headquartered in Auckland, New Zealand. The company specializes in providing personalized wealth management advice and investment strategies for individuals, families, and trusts. It evolved from a predecessor firm and was rebranded to Southern Advisory in 2021. Their mission is to partner with clients to create and protect wealth through tailored financial plans, portfolio management, and long-term strategic guidance. The firm is a registered Financial Advice Provider in New Zealand (FSP767951).

Founded in

Australia