# Balance Wealth Limited

**FSP FSP34684** · **Rotorua** · **registered** · registered 2010-11-25

Balance Wealth Limited is an entity registered on the New Zealand Financial Service Providers Register.

**Licence type:** Licensed
**Dispute resolution scheme:** Financial Dispute Resolution Scheme
**Display specialty:** Investment Services

## Services offered

- Keeping
- investing
- administering
- or managing money
- securities
- or investment portfolios on behalf of other persons
- Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence

## Specialties (source-tagged)

Each specialty below carries its data source + confidence. Cascade: self-attest 1.00 > PDS 0.90 > PDS-inherited 0.85 > AI-classified 0.70. For binding regulatory statements refer to the source link.

- **kiwisaver** — Public Disclosure Statement, confidence 0.90 (source: <https://balancewealth.co.nz/wp-content/uploads/2024/01/Balance-Wealth-Disclosure.pdf>)
- **investments** — Public Disclosure Statement, confidence 0.90 (source: <https://balancewealth.co.nz/wp-content/uploads/2024/01/Balance-Wealth-Disclosure.pdf>)

**Trading names:** Bwt Financial Limited, Balance Wealth Limited, Bwt Financial Services Limited, Bright Wild &thomas Financial Services Limited, Bwt Financial Limited

**Registered address:** 1160 Hinemoa Street,Rotorua,3010,New Zealand

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP34684>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/adviser/balance-wealth-limited-rotorua-FSP34684>
- Machine-readable facts: <https://financeadvisers.co.nz/api/adviser/FSP34684/facts.json>
- All advisers in Rotorua: <https://financeadvisers.co.nz/advisers/rotorua>

*FinanceAdvisersNZ is a directory mirror of public FSPR data. We do not regulate, vet, or endorse advisers, and we do not provide financial advice. For binding regulatory purposes refer to the FSPR record linked above.*

*Last refreshed: 2026-07-02*