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Balance Wealth Limited

Financial Adviser at Bwt Financial Limited

1160 Hinemoa Street,Rotorua,3010,New Zealand
Registered 15+ years

About Balance Wealth Limited

Who is Balance Wealth Limited?

Balance Wealth Limited is a financial adviser, based in Rotorua, appointed under the Financial Advice Provider Bwt Financial Limited, and has been registered on the FSPR for 15 years.

How is Balance Wealth Limited regulated?

Balance Wealth Limited is registered on the Financial Service Providers Register (FSPR)as FSP34684, with first registration in 2010. Disputes are handled by Financial Dispute Resolution Scheme. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Balance Wealth Limited specialise in?

Balance Wealth Limited provides financial advice covering Investment Services. Refer to Balance Wealth Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.

Areas of Expertise

  • Kiwisaver
  • Investments

Source-tagged specialties. Hover for source & confidence. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.

Investment Services

Financial Advice Provider

Registration Details

Registered Since

November 2010

Dispute Resolution

Financial Dispute Resolution Scheme

Registration Status

registered

Verify on FSPR

View on FSPR

Source: FSPR · synced 11 April 2026 · Report incorrect info

Contact Balance Wealth Limited

Get in touch for financial guidance tailored to your needs. Some advisers offer free initial consultations — confirm directly.

Phone

Not available

Email

Not available

Website

Not available

Address

1160 Hinemoa Street,Rotorua,3010,New Zealand

Professional Details

Provider: Bwt Financial Limited
FSP Number: 34684
DRS: Financial Dispute Resolution Scheme

About Balance Wealth Limited

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Qualifications & Education

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Work History

Financial Adviser

Bwt Financial Limited

Current Position

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