“It usually takes an unexpected event or a life change for people to approach financial planners. I want people to have the opportunity to receive good advice, and gain financial success from early on in their lives.”

Neville Caird

Neville Caird

CFP CM
Financial Adviser, Dunedin

Working as a comprehensive financial planning specialist since the late 1980’s, Neville has always been passionate about people, and providing sound advice. With the knowledge that no clients’ needs are the same, he believes that the key to planning their finances is in the life they plan to lead.


Neville’s honest and friendly approach to providing advice means he gets along with people well. He also values building personal trust with his clients. This ensures a mutual confidence in the impact Neville’s advice will have on his client’s lives.

With an undeniable devotion to the industry seen in over 25 years of experience and hard work, Neville has become a well known financial adviser in Otago. Also an active Rotary member since 1990 and involved across several boards, projects and Philathropic Trusts, Neville enjoys giving back to his community.

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Determined to create a secure financial future

Driven by listening and learning, Neville takes pride in getting to know his clients’ goals and where they aim to be. This allows him to cater for their needs and requirements personally and comprehensively. His financial advice is delivered with careful and specific tailoring to each clients’ unique future. 

Neville believes in living a good life, and looking backwards from the retirement dream to help ensure it happens. Getting his clients into a healthy position with the right financial plan in motion allows exactly that, and is a passion that drives his work.

“It usually takes an unexpected event or a life change for people to approach financial planners. I want people to have the opportunity to receive good advice, and gain financial success from early on in their lives.”

For Neville, financial planning is about financial wellbeing. He enjoys using his knowledge and experience to benefit all people, including those who haven’t even considered retirement. This means he is constantly striving to add value to his clients’ lives, with a secure plan that works personally and accurately.
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Hear what Neville's clients have to say…

“We were searching for a financial adviser for investment at first, but then he asked us what our long term goals were. Neville’s been an absolute godsend to me, he did a big profile to figure out if I had enough to build the place I wanted and has helped with my financial management. You would never expect a person in that position to go to so many extra miles to help! I have recommended him to others in the last couple of years because of where I’ve got to. I have confidence in what he’s implementing and I can look forward to achieving all the things I want to achieve!”
Laurel
“I have always been the middle of the road, not a high risk-taker at all. My goal is to make sure I have enough to retire on and be comfortable. With me, Neville ran through all the documentation to see what risks I’m prepared to take. He is always prepared to explain what's going on with money and the market and doesn’t make it too complicated. I have definitely recommended him to other people who need to know how to get on with their money.”
Brent
"For a person of three score years and ten, with some money, but no real interest in how best it might be managed, Neville Caird is your man. He has a caring, considerate approach, takes you through what you want/need from here on in and then goes over the best options. He's never pushy or in a rush and always checks that you understand - and its fun! Neville follows up with an account of what you've decided before actioning your choice. He goes the extra mile in every way - a lovely trustworthy guy. I have no hesitation recommending him and NZFP."
Laurel

Dunedin Office

Contact
Phone: (03) 477-7477
Freephone: 0508 555 333
Email: [email protected]
Postal Address
PO Box 5844,
Dunedin 9054
Physical Address
Imperial Buildings
L2/1 Dowling Street,
Dunedin 9016

51 Morven Ferry Road
Arrow Junction,
Queenstown 9371