⭐ Top Rated Providers

Top 10 Financial Providers in Rotorua

Discover the highest-rated financial providers in Rotorua, Bay of Plenty. These top 10 firms are ranked by customer reviews and ratings from our database of 25+ local advisers.

Top 10
Best Rated Providers
25+
Total Advisers

Rotorua at a Glance

Population 58,000
Region Bay of Plenty
Average Income $55,000
Property Prices $520K average
Financial Advisers 25 Licensed

Key Industries

Tourism Forestry Agriculture Geothermal

Top 10 Highest-Rated Providers in Rotorua

Showing the top 10 providers ranked by customer ratings and reviews. View all 25+ advisers →

#1

DODD INSURANCE LIMITED

DODD INSURANCE LIMITED

5.0 (40 reviews)
Rotorua, New Zealand
Financial Services
#2

TARANAKI HOME LOANS LIMITED

TARANAKI HOME LOANS LIMITED

5.0 (36 reviews)
Rotorua, New Zealand
Financial Services
#3

SKYBLUE FINANCE LIMITED

SKYBLUE FINANCE LIMITED

5.0 (17 reviews)
Rotorua, New Zealand
Financial Services
#4

DUO FINANCIAL SERVICES LIMITED

DUO FINANCIAL SERVICES LIMITED

4.9 (99 reviews)
Rotorua, New Zealand
Financial Services
#5

GV FINANCIAL SERVICES LIMITED

GV FINANCIAL SERVICES LIMITED

4.9 (99 reviews)
Rotorua, New Zealand
Financial Services
#6

ACHIVA FINANCIAL SERVICES LIMITED

ACHIVA FINANCIAL SERVICES LIMITED

4.9 (99 reviews)
Rotorua, New Zealand
Financial Services
#7

CRAIG POPE FINANCIAL SERVICES LIMITED

CRAIG POPE FINANCIAL SERVICES LIMITED

4.9 (70 reviews)
Rotorua, New Zealand
Financial Services
#8

SHAPE LIFE AND FINANCIAL BROKERS LIMITED

SHAPE LIFE AND FINANCIAL BROKERS LIMITED

4.9 (16 reviews)
Rotorua, New Zealand
Financial Services
#9

DAYONE CONSULTING LIMITED

DAYONE CONSULTING LIMITED

4.9 (12 reviews)
Rotorua, New Zealand
Financial Services
#10

SELWYN & CANTERBURY INSURANCE ADVISERS LIMITED

SELWYN & CANTERBURY INSURANCE ADVISERS LIMITED

4.8 (25 reviews)
Rotorua, New Zealand
Financial Services

Want to See More Options?

These are the top 10 providers, but we have 25+ financial advisers available in Rotorua.

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Financial Services in Rotorua

Our network of Rotorua financial advisers offers comprehensive services tailored to the unique needs of Bay of Plenty residents.

Retirement Planning

Plan for retirement in Rotorua with advice on superannuation, KiwiSaver optimization, and income strategies.

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KiwiSaver Advice

Optimize your KiwiSaver with Rotorua advisers specializing in fund selection and first home purchases.

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Investment Planning

Build wealth in Rotorua with investment strategies tailored to local market conditions and opportunities.

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Property & Mortgages

Navigate Rotorua's property market with expert mortgage advice and home loan guidance.

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Insurance Planning

Protect your Rotorua lifestyle with comprehensive life, health, and income protection insurance.

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Tax Planning

Minimize tax obligations in Rotorua with strategic planning and expert advice on tax-efficient structures.

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Rotorua Areas We Cover

Financial advisers available across all Rotorua suburbs and districts

CBD

Financial advisers available

Lynmore

Financial advisers available

Glenholme

Financial advisers available

Western Heights

Financial advisers available

Ngongotaha

Financial advisers available

Don't see your area? We have financial advisers throughout Bay of Plenty.

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Frequently Asked Questions

Common questions about financial advisers in Rotorua

How many financial advisers are there in Rotorua?

There are 25+ licensed financial advisers in Rotorua. This includes specialists in retirement planning, KiwiSaver, investment advice, mortgage guidance, and insurance planning.

What is the average cost of financial advice in Rotorua?

Financial advice costs in Rotorua typically range from $150-400 per hour for consultation. Many advisers offer free initial consultations, and some work on a fee-for-service or percentage-based model.

Do I need a financial adviser for property investment in Rotorua?

With average property prices of $520K average in Rotorua, professional financial advice can help with investment strategies, mortgage structuring, and tax implications. Many investors benefit from expert guidance.

Are financial advisers in Rotorua FMA regulated?

Yes, all financial advisers in Rotorua must be licensed by the Financial Markets Authority (FMA). This ensures they meet professional standards and are qualified to provide financial advice in New Zealand.

🛡️ Important Regulatory Information

Data Sources: Financial adviser information is sourced from the Financial Service Providers Register and other public databases. Information is updated regularly but may not reflect current status.

Before Engaging an Adviser: Always verify current FMA registration at fma.govt.nz. Ensure advisers hold appropriate licenses for the services you require.

Our Role: We are a lead generation service only. We do not provide financial advice and are not licensed under the Financial Markets Conduct Act 2013. See our full disclosure statement.

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