These 10 firms in Tauranga, Bay of Plenty are ranked by their Google customer ratings, drawn from our database of 367+ local advisers.
Find top-rated specialists in your area
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 →
Rachael Grimstrup Limited
The Best Limited
Policywise Limited
Icib Financial Independence Limited
Obsidian Insurance Limited
Enterprise Angels Incorporated
Crediflex Bay Of Plenty Limited
Mavia Limited
Mac Business Services Limited
Hansen And Scott Limited
These are the top 10 providers, but we have 367+ financial advisers available in Tauranga.
Browse All Tauranga Advisers →Financial advisers in Tauranga offer a range of services tailored to the needs of Bay of Plenty residents.
Plan for retirement in Tauranga with advice on superannuation, KiwiSaver optimization, and income strategies.
Find retirement advisers →Get guidance on your KiwiSaver with Tauranga advisers specializing in fund selection and first home purchases.
Find KiwiSaver advisers →Explore investment options in Tauranga with strategies tailored to local market conditions and opportunities.
Find investment advisers →Find mortgage advisers familiar with Tauranga's property market and home loan options.
Find mortgage advisers →Explore insurance options for Tauranga residents including life, health, and income protection insurance.
Find insurance advisers →Find tax planning advisers in Tauranga who can help with tax-efficient structures.
Find tax advisers →Financial advisers available across all Tauranga suburbs and districts
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Don't see your area? We have financial advisers throughout Bay of Plenty.
Find advisers in your areaCommon questions about financial advisers 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.
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.
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.
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.
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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