Financial Planners in Tauranga
318 FSPR-registered financial planners list Tauranga on the Financial Service Providers Register.
What is a financial planner?
A financial planner provides personal financial advice covering budgeting, investments, KiwiSaver, retirement, and insurance. In New Zealand they must be registered on the FSPR and operate under a licensed Financial Advice Provider.
Every financial planner in New Zealand must be registered on the FSPR. Verify any adviser at fsp-register.companiesoffice.govt.nz.
Longest-registered financial planners in Tauranga
Financial Adviser
Jane Margaret Benton
Tauranga · 15+ years
Financial Adviser
Anthony Charles Bent
Tauranga · 15+ years
Financial Adviser
G3 Financial Freedom Limited
Tauranga · 15+ years
Financial Adviser
Aaron Carl Heatley Moores
Tauranga · 15+ years
Financial Adviser
Stephanie Lisa Elliott
Tauranga · 15+ years
Financial Adviser
Michael John Williamson
Tauranga · 15+ years
Financial Adviser
Bentson Financial Investment Services Limited
Tauranga · 15+ years
Financial Adviser
Richard Marcus Stevens
Tauranga · 15+ years
Common questions
What is a financial planner? ▼
A financial planner provides personal financial advice covering budgeting, investments, KiwiSaver, retirement, and insurance. In New Zealand they must be registered on the FSPR and operate under a licensed Financial Advice Provider.
How many financial planners are there in Tauranga? ▼
318 FSPR-registered financial planners list Tauranga as their primary business address on the Financial Service Providers Register.
How do I check a financial planner's credentials? ▼
Every financial planner in New Zealand must be on the Financial Service Providers Register (FSPR). Search the FSPR at fsp-register.companiesoffice.govt.nz to verify their registration status, dispute resolution scheme, and any conditions on their registration.
Do financial planners in Tauranga charge fees? ▼
Fee structures vary. Some are paid via commission from product providers (so the service is free to you); others charge an hourly rate or fixed fee. Confirm fees up front during the initial consultation.
All advisers in
Tauranga
Regional overview
Tauranga financial advisers
More about Financial Planners in New Zealand
Looking for general information on what financial planners do, how they're regulated, and what fees to expect? Our nationwide guide covers it.
Financial Planners in New Zealand — full guide →