⭐ Top Rated Providers

Top 10 Financial Providers in Tauranga

Discover the highest-rated financial providers in Tauranga, Bay of Plenty. These top 10 firms are ranked by customer reviews and ratings from our database of 53+ local advisers.

Top 10
Best Rated Providers
53+
Total Advisers

Tauranga at a Glance

Population 160,000
Region Bay of Plenty
Average Income $68,000
Property Prices $720K average
Financial Advisers 53 Licensed

Key Industries

Port Operations Horticulture Tourism Retail

Top 10 Highest-Rated Providers in Tauranga

Showing the top 10 providers ranked by customer ratings and reviews. View all 53+ advisers →

#1

MALT FINANCIAL SERVICES LIMITED

MALT FINANCIAL SERVICES LIMITED

5.0 (37 reviews)
Tauranga, New Zealand
Financial Services
#2

CJ FINANCIAL SERVICES LIMITED

CJ FINANCIAL SERVICES LIMITED

5.0 (37 reviews)
Tauranga, New Zealand
Financial Services
#3

MARUTI FINANCIAL SERVICES LIMITED

MARUTI FINANCIAL SERVICES LIMITED

5.0 (37 reviews)
Tauranga, New Zealand
Financial Services
#4

SK FINANCIAL GROUP LIMITED

SK FINANCIAL GROUP LIMITED

5.0 (32 reviews)
Tauranga, New Zealand
Financial Services
#5

AROHA MORTGAGES LIMITED

AROHA MORTGAGES LIMITED

5.0 (19 reviews)
Tauranga, New Zealand
Financial Services
#6

MORTGAGE TIME LIMITED

MORTGAGE TIME LIMITED

5.0 (9 reviews)
Tauranga, New Zealand
Financial Services
#7

MONEYWISE FINANCIAL SERVICES LIMITED

MONEYWISE FINANCIAL SERVICES LIMITED

5.0 (5 reviews)
Tauranga, New Zealand
Financial Services
#8

INTEGRITY HOME LOANS LIMITED

INTEGRITY HOME LOANS LIMITED

5.0 (5 reviews)
Tauranga, New Zealand
Financial Services
#9

HARNESS INVEST LIMITED

HARNESS INVEST LIMITED

5.0 (5 reviews)
Tauranga, New Zealand
Financial Services
#10

MIKE BLOY MORTGAGES LIMITED

MIKE BLOY MORTGAGES LIMITED

4.9 (23 reviews)
Tauranga, New Zealand
Financial Services

Want to See More Options?

These are the top 10 providers, but we have 53+ financial advisers available in Tauranga.

Browse All Tauranga Advisers →

Financial Services in Tauranga

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

Retirement Planning

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

Find retirement advisers →

KiwiSaver Advice

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

Find KiwiSaver advisers →

Investment Planning

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

Find investment advisers →

Property & Mortgages

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

Find mortgage advisers →

Insurance Planning

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

Find insurance advisers →

Tax Planning

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

Find tax advisers →

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.

Find advisers in your area

Frequently Asked Questions

Common questions about financial advisers in Tauranga

How many financial advisers are there in Tauranga?

There are 53+ licensed 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. 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 Tauranga?

With average property prices of $720K average in Tauranga, professional financial advice can help with investment strategies, mortgage structuring, and tax implications. Many investors benefit from expert guidance.

Are financial advisers in Tauranga FMA regulated?

Yes, all financial advisers in Tauranga 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.

Ready to Connect with a Tauranga Financial Adviser?

Get matched with qualified, FMA-licensed financial advisers in Tauranga. Free consultations available from 25+ local professionals.