⭐ Ranked by Google Ratings

Top 10 Financial Providers in Tauranga

These 10 firms in Tauranga, Bay of Plenty are ranked by their Google customer ratings, drawn from our database of 367+ local advisers.

Top 10
Ranked by Google Ratings
367+
Total Advisers

Tauranga at a Glance

Population 160,000
Region Bay of Plenty
Average Income $68,000
Property Prices $720K average
Financial Advisers 367 Licensed

Key Industries

Port Operations Horticulture Tourism Retail

Top 10 Highest-Rated Providers in Tauranga

Ranked by Google customer rating (highest first), then by Google review count to break ties. Only providers with 5+ Google reviews qualify for this ranking. View all 367+ advisers →

#1

Rachael Grimstrup Limited

Rachael Grimstrup Limited

5.0 (364) Read on Google
91 Fraser Street,Tauranga South,Tauranga,3112,New Zealand
Consumer Finance
#2

The Best Limited

The Best Limited

5.0 (167) Read on Google
12 Bay Street,Matua,Tauranga,3110,New Zealand
Mortgage Broker
#3

Policywise Limited

Policywise Limited

1048f Oropi Road,Tauranga,3173,New Zealand
Financial Adviser
#4

Icib Financial Independence Limited

Icib Financial Independence Limited

108 Durham Street,Tauranga,3110,New Zealand
Financial Adviser
#5

Obsidian Insurance Limited

Obsidian Insurance Limited

Unit 6, 17b Minden Road, Rd 6,Tauranga,Tauranga,3176,New Zealand
Insurance Broker
#6

Enterprise Angels Incorporated

Enterprise Angels Incorporated

27 Sherwood Street,Otumoetai,Tauranga,3110,New Zealand
Investment Services
#7

Crediflex Bay Of Plenty Limited

Crediflex Bay Of Plenty Limited

103 Beach Road,Otumoetai,Tauranga,3110,New Zealand
Financial Adviser
#8

Mavia Limited

Mavia Limited

12 Brodie Place,Bethlehem,Tauranga,3110,New Zealand
Financial Adviser
#9

Mac Business Services Limited

Mac Business Services Limited

45 The Strand,Tauranga,3110,New Zealand
Mortgage Broker
#10

Hansen And Scott Limited

Hansen And Scott Limited

4.9 (128) Read on Google
74 First Avenue,Tauranga,3110,New Zealand
Consumer Finance

Want to See More Options?

These are the top 10 providers, but we have 367+ financial advisers available in Tauranga.

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Financial Services in Tauranga

Financial advisers in Tauranga offer a range of services tailored to the needs of Bay of Plenty residents.

Retirement Planning

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

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KiwiSaver Advice

Get guidance on your KiwiSaver with Tauranga advisers specializing in fund selection and first home purchases.

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Investment Planning

Explore investment options in Tauranga with strategies tailored to local market conditions and opportunities.

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Property & Mortgages

Find mortgage advisers familiar with Tauranga's property market and home loan options.

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Insurance Planning

Explore insurance options for Tauranga residents including life, health, and income protection insurance.

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Tax Planning

Find tax planning advisers in Tauranga who can help with tax-efficient structures.

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Tauranga Areas We Cover

Financial advisers available across all Tauranga suburbs and districts

CBD

Financial advisers available

Mount Maunganui

Financial advisers available

Papamoa

Financial advisers available

Bethlehem

Financial advisers available

Otumoetai

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 Tauranga

How many financial advisers are there in Tauranga?

There are 367+ FSPR-registered financial advisers in Tauranga. This includes specialists in retirement planning, KiwiSaver, investment advice, mortgage guidance, and insurance planning.

What is the average cost of financial advice in Tauranga?

Financial advice costs in Tauranga typically range from $150-400 per hour for consultation (fees vary — confirm with your adviser). Some advisers offer free initial consultations — confirm directly. Others work on a fee-for-service or percentage-based model.

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

With average property prices of $720K average in Tauranga, a financial adviser can help with investment strategies, mortgage structuring, and tax implications. A financial adviser can help with investment decisions.

Are financial advisers in Tauranga FSPR-registered?

Yes, financial advisers in Tauranga must be registered on the Financial Service Providers Register (FSPR). You can verify their registration status at fsp-register.companiesoffice.govt.nz.

🛡️ 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 FSPR registration at fsp-register.companiesoffice.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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