Financial Advisers in Tauranga

Connect with 44 qualified, FMA-licensed financial advisers in Tauranga, Bay of Plenty. Get expert advice on KiwiSaver, retirement planning, investments, and mortgages.

44
Licensed Advisers
Free
Initial Consultation

Tauranga at a Glance

Population 160,000
Region Bay of Plenty
Average Income $68,000
Property Prices $720K average
Financial Advisers 44 Licensed

Key Industries

Port Operations Horticulture Tourism Retail

Filter by Specialty

All Financial Advisers in Tauranga

44 licensed advisers found in Tauranga

MALT FINANCIAL SERVICES LIMITED

Independent Adviser

5.0 (37 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

CJ FINANCIAL SERVICES LIMITED

Independent Adviser

5.0 (37 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

MARUTI FINANCIAL SERVICES LIMITED

Independent Adviser

5.0 (37 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

SK FINANCIAL GROUP LIMITED

Independent Adviser

5.0 (32 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

AROHA MORTGAGES LIMITED

Independent Adviser

5.0 (19 reviews)
Tauranga, New Zealand
Mortgages Property Investment KiwiSaver

MORTGAGE TIME LIMITED

Independent Adviser

5.0 (9 reviews)
Tauranga, New Zealand
Mortgages Property Investment KiwiSaver

INTEGRITY HOME LOANS LIMITED

Independent Adviser

5.0 (5 reviews)
Tauranga, New Zealand
Mortgages Property Investment KiwiSaver

HARNESS INVEST LIMITED

Independent Adviser

5.0 (5 reviews)
Tauranga, New Zealand
Investment Planning Wealth Management KiwiSaver

MONEYWISE FINANCIAL SERVICES LIMITED

Independent Adviser

5.0 (5 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

THE PRECIOUS LIMITED

Independent Adviser

4.9 (23 reviews)
Tauranga, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

MIKE BLOY MORTGAGES LIMITED

Independent Adviser

4.9 (23 reviews)
Tauranga, New Zealand
Mortgages Property Investment KiwiSaver

U DO LIFE FINANCIAL SERVICES LIMITED

Independent Adviser

4.9 (22 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

PAUL BURNS RISK BROKER LIMITED

Independent Adviser

4.9 (17 reviews)
Tauranga, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

FIVE LOAVES OF BREAD AND TWO FISH LIMITED

Independent Adviser

4.9 (10 reviews)
Tauranga, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

MAKOWEM & ISAACS FINANCIAL PLANNING LIMITED

Independent Adviser

4.9 (7 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

GOKUL NZ LIMITED

Independent Adviser

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

FOLIO.INSURE LIMITED

Independent Adviser

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

MCMASTER MORTGAGES LIMITED

Independent Adviser

4.8 (4 reviews)
Tauranga, New Zealand
Mortgages Property Investment KiwiSaver

STEVEN AND LION FINANCIAL SERVICES LIMITED

Independent Adviser

4.8 (4 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

NEW-ZEALAND SERVICES LIMITED

Independent Adviser

4.7 (7 reviews)
Tauranga, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

KIRSCHBERG WEALTH MANAGEMENT LIMITED

Independent Adviser

4.7 (1 reviews)
Tauranga, New Zealand
Investment Planning Wealth Management KiwiSaver

POSITIVE REAL ESTATE (NZ) LIMITED

Independent Adviser

4.6 (38 reviews)
Tauranga, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

PIB PREMIUM INSURANCE BROKERS LIMITED

Independent Adviser

4.6 (14 reviews)
Tauranga, New Zealand
Life Insurance Income Protection KiwiSaver

MR FINANCE LIMITED

Independent Adviser

4.6 (14 reviews)
Tauranga, New Zealand
Mortgages Property Investment KiwiSaver

UNITE INSURANCE BROKERS LIMITED

Independent Adviser

4.6 (12 reviews)
Tauranga, New Zealand
Life Insurance Income Protection KiwiSaver

NZHL REMUERA LIMITED

Independent Adviser

4.6 (8 reviews)
Tauranga, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

LIFE FINANCIAL LIMITED

Independent Adviser

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

KEYWAY FINANCE LIMITED

Independent Adviser

4.5 (22 reviews)
Tauranga, New Zealand
Mortgages Property Investment KiwiSaver

FOUNDATION FINANCE LIMITED

Independent Adviser

4.5 (17 reviews)
Tauranga, New Zealand
Mortgages Property Investment KiwiSaver

LANCEWOOD INVESTMENT PARTNERS LIMITED

Independent Adviser

4.5 (17 reviews)
Tauranga, New Zealand
Investment Planning Wealth Management KiwiSaver

YOURHOMELOAN.CO.NZ LIMITED

Independent Adviser

4.4 (23 reviews)
Tauranga, New Zealand
Mortgages Property Investment KiwiSaver

POHUTUKAWA FINANCIAL SERVICES LIMITED

Independent Adviser

4.4 (12 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

BETA FINANCIAL GROUP LIMITED

Independent Adviser

4.4 (9 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

KARA WEALTH LIMITED

Independent Adviser

4.3 (18 reviews)
Tauranga, New Zealand
Investment Planning Wealth Management KiwiSaver

BTB BROKERS LIMITED

Independent Adviser

4.3 (17 reviews)
Tauranga, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

MAGIC MORTGAGES LIMITED

Independent Adviser

4.2 (25 reviews)
Tauranga, New Zealand
Mortgages Property Investment KiwiSaver

GABBIZ LIMITED

Independent Adviser

4.2 (22 reviews)
Tauranga, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

FUTURISK GENERAL INSURANCE (KAPITI) LIMITED

Independent Adviser

4.1 (21 reviews)
Tauranga, New Zealand
Life Insurance Income Protection KiwiSaver

DORMFIN - DORMEHL FINANCIAL SERVICES LIMITED

Independent Adviser

4.1 (16 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

TANDEM INSURANCE AND ADVICE LIMITED

Independent Adviser

4.1 (5 reviews)
Tauranga, New Zealand
Life Insurance Income Protection KiwiSaver

IFO PEACE OF MIND ADVICE LIMITED

Independent Adviser

4.1 (2 reviews)
Tauranga, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

FINANCIAL WELLNESS PARTNERS LIMITED

Independent Adviser

4.0 (24 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

CHAMP CONSULTING LIMITED

Independent Adviser

4.0 (24 reviews)
Tauranga, New Zealand
Financial Planning Retirement Planning KiwiSaver

SPENCE ASSETS LIMITED

Independent Adviser

4.0 (15 reviews)
Tauranga, New Zealand
KiwiSaver Financial Planning Retirement Planning Investment Planning

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 44+ 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 44+ local professionals.