Financial Advisers in Rotorua

Connect with 30 qualified, FMA-licensed financial advisers in Rotorua, Bay of Plenty. Get expert advice on KiwiSaver, retirement planning, investments, and mortgages.

30
Licensed Advisers
Free
Initial Consultation

Rotorua at a Glance

Population 58,000
Region Bay of Plenty
Average Income $55,000
Property Prices $520K average
Financial Advisers 30 Licensed

Key Industries

Tourism Forestry Agriculture Geothermal

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All Financial Advisers in Rotorua

30 licensed advisers found in Rotorua

DODD INSURANCE LIMITED

Independent Adviser

5.0 (40 reviews)
Rotorua, New Zealand
Life Insurance Income Protection KiwiSaver

TARANAKI HOME LOANS LIMITED

Independent Adviser

5.0 (36 reviews)
Rotorua, New Zealand
Mortgages Property Investment KiwiSaver

SKYBLUE FINANCE LIMITED

Independent Adviser

5.0 (17 reviews)
Rotorua, New Zealand
Mortgages Property Investment KiwiSaver

DUO FINANCIAL SERVICES LIMITED

Independent Adviser

4.9 (99 reviews)
Rotorua, New Zealand
Financial Planning Retirement Planning KiwiSaver

GV FINANCIAL SERVICES LIMITED

Independent Adviser

4.9 (99 reviews)
Rotorua, New Zealand
Financial Planning Retirement Planning KiwiSaver

ACHIVA FINANCIAL SERVICES LIMITED

Independent Adviser

4.9 (99 reviews)
Rotorua, New Zealand
Financial Planning Retirement Planning KiwiSaver

CRAIG POPE FINANCIAL SERVICES LIMITED

Independent Adviser

4.9 (70 reviews)
Rotorua, New Zealand
Financial Planning Retirement Planning KiwiSaver

SHAPE LIFE AND FINANCIAL BROKERS LIMITED

Independent Adviser

4.9 (16 reviews)
Rotorua, New Zealand
Financial Planning Retirement Planning KiwiSaver

DAYONE CONSULTING LIMITED

Independent Adviser

4.9 (12 reviews)
Rotorua, New Zealand
Financial Planning Retirement Planning KiwiSaver

SELWYN & CANTERBURY INSURANCE ADVISERS LIMITED

Independent Adviser

4.8 (25 reviews)
Rotorua, New Zealand
Life Insurance Income Protection KiwiSaver

NEOSTAR LIMITED

Independent Adviser

4.8 (22 reviews)
Rotorua, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

RIVERSTONE FINANCE LIMITED

Independent Adviser

4.8 (19 reviews)
Rotorua, New Zealand
Mortgages Property Investment KiwiSaver

HIGH STREET INSURANCE BROKERS LIMITED

Independent Adviser

4.8 (17 reviews)
Rotorua, New Zealand
Life Insurance Income Protection KiwiSaver

TITAN WEALTH NEW ZEALAND LIMITED

Independent Adviser

4.7 (25 reviews)
Rotorua, New Zealand
Investment Planning Wealth Management KiwiSaver

WONGEOON VAST LIMITED

Independent Adviser

4.7 (20 reviews)
Rotorua, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

ELLEN M WILSON CONSULTING LIMITED

Independent Adviser

4.7 (17 reviews)
Rotorua, New Zealand
Financial Planning Retirement Planning KiwiSaver

A PLUS FINANCE LIMITED

Independent Adviser

4.6 (9 reviews)
Rotorua, New Zealand
Mortgages Property Investment KiwiSaver

MYLEND INSURANCE LIMITED

Independent Adviser

4.6 (5 reviews)
Rotorua, New Zealand
Life Insurance Income Protection KiwiSaver

NGNZSERVICES LIMITED

Independent Adviser

4.6 (2 reviews)
Rotorua, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

WISEJANE FINANCE LIMITED

Independent Adviser

4.6 (1 reviews)
Rotorua, New Zealand
Mortgages Property Investment KiwiSaver

ANDCO MORTGAGES LIMITED

Independent Adviser

4.4 (4 reviews)
Rotorua, New Zealand
Mortgages Property Investment KiwiSaver

EXEMPLAR MORTGAGES LIMITED

Independent Adviser

4.2 (22 reviews)
Rotorua, New Zealand
Mortgages Property Investment KiwiSaver

LOTUS FINANCIAL SERVICES LIMITED

Independent Adviser

4.2 (21 reviews)
Rotorua, New Zealand
Financial Planning Retirement Planning KiwiSaver

FAME NZ LIMITED

Independent Adviser

4.2 (7 reviews)
Rotorua, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

CARRICK BUSINESS SERVICES LIMITED

Independent Adviser

4.2 (3 reviews)
Rotorua, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

CSFS LIMITED

Independent Adviser

4.2 (1 reviews)
Rotorua, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

TURBO INSURANCE AND RISK LIMITED

Independent Adviser

4.1 (25 reviews)
Rotorua, New Zealand
Life Insurance Income Protection KiwiSaver

WOODLAND GROVE LIMITED

Independent Adviser

4.1 (23 reviews)
Rotorua, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

EVERYDAY MORTGAGES LIMITED

Independent Adviser

4.1 (20 reviews)
Rotorua, New Zealand
Mortgages Property Investment KiwiSaver

INSURED NORTH LIMITED

Independent Adviser

4.1 (4 reviews)
Rotorua, New Zealand
Life Insurance Income Protection KiwiSaver

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 30+ 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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