Financial Advisers in Tauranga

Connect with 41 qualified, FMA-licensed financial advisers in Tauranga, Bay of Plenty. Get expert advice on KiwiSaver, retirement planning, investments, and mortgages.

41
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 41 Licensed

Key Industries

Port Operations Horticulture Tourism Retail

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All Financial Advisers in Tauranga

41 licensed advisers found in Tauranga

BETA FINANCIAL GROUP LIMITED

BETA FINANCIAL GROUP LIMITED

4.4 (9 reviews)
Tauranga, New Zealand
Financial Services

BTB BROKERS LIMITED

BTB BROKERS LIMITED

4.3 (17 reviews)
Tauranga, New Zealand
Financial Services

CHAMP CONSULTING LIMITED

CHAMP CONSULTING LIMITED

4.0 (24 reviews)
Tauranga, New Zealand
Financial Services

SK FINANCIAL GROUP LIMITED

SK FINANCIAL GROUP LIMITED

5.0 (32 reviews)
Tauranga, New Zealand
Financial Services

MALT FINANCIAL SERVICES LIMITED

MALT FINANCIAL SERVICES LIMITED

5.0 (37 reviews)
Tauranga, New Zealand
Financial Services

POSITIVE REAL ESTATE (NZ) LIMITED

POSITIVE REAL ESTATE (NZ) LIMITED

4.6 (38 reviews)
Tauranga, New Zealand
Financial Services

CJ FINANCIAL SERVICES LIMITED

CJ FINANCIAL SERVICES LIMITED

5.0 (37 reviews)
Tauranga, New Zealand
Financial Services

AROHA MORTGAGES LIMITED

AROHA MORTGAGES LIMITED

5.0 (19 reviews)
Tauranga, New Zealand
Financial Services

MARUTI FINANCIAL SERVICES LIMITED

MARUTI FINANCIAL SERVICES LIMITED

5.0 (37 reviews)
Tauranga, New Zealand
Financial Services

INTEGRITY HOME LOANS LIMITED

INTEGRITY HOME LOANS LIMITED

5.0 (5 reviews)
Tauranga, New Zealand
Financial Services

FOUNDATION FINANCE LIMITED

FOUNDATION FINANCE LIMITED

4.5 (17 reviews)
Tauranga, New Zealand
Financial Services

POHUTUKAWA FINANCIAL SERVICES LIMITED

POHUTUKAWA FINANCIAL SERVICES LIMITED

4.4 (12 reviews)
Tauranga, New Zealand
Financial Services

TANDEM INSURANCE AND ADVICE LIMITED

TANDEM INSURANCE AND ADVICE LIMITED

4.1 (5 reviews)
Tauranga, New Zealand
Financial Services

U DO LIFE FINANCIAL SERVICES LIMITED

U DO LIFE FINANCIAL SERVICES LIMITED

4.9 (22 reviews)
Tauranga, New Zealand
Financial Services

DORMFIN - DORMEHL FINANCIAL SERVICES LIMITED

DORMFIN - DORMEHL FINANCIAL SERVICES LIMITED

4.1 (16 reviews)
Tauranga, New Zealand
Financial Services

FINANCIAL WELLNESS PARTNERS LIMITED

FINANCIAL WELLNESS PARTNERS LIMITED

4.0 (24 reviews)
Tauranga, New Zealand
Financial Services

FIVE LOAVES OF BREAD AND TWO FISH LIMITED

FIVE LOAVES OF BREAD AND TWO FISH LIMITED

4.9 (10 reviews)
Tauranga, New Zealand
Financial Services

FOLIO.INSURE LIMITED

FOLIO.INSURE LIMITED

4.8 (17 reviews)
Tauranga, New Zealand
Financial Services

FUTURISK GENERAL INSURANCE (KAPITI) LIMITED

FUTURISK GENERAL INSURANCE (KAPITI) LIMITED

4.1 (21 reviews)
Tauranga, New Zealand
Financial Services

GABBIZ LIMITED

GABBIZ LIMITED

4.2 (22 reviews)
Tauranga, New Zealand
Financial Services

GOKUL NZ LIMITED

GOKUL NZ LIMITED

4.8 (22 reviews)
Tauranga, New Zealand
Financial Services

HARNESS INVEST LIMITED

HARNESS INVEST LIMITED

5.0 (5 reviews)
Tauranga, New Zealand
Financial Services

IFO PEACE OF MIND ADVICE LIMITED

IFO PEACE OF MIND ADVICE LIMITED

4.1 (2 reviews)
Tauranga, New Zealand
Financial Services

KARA WEALTH LIMITED

KARA WEALTH LIMITED

4.3 (18 reviews)
Tauranga, New Zealand
Financial Services

KEYWAY FINANCE LIMITED

KEYWAY FINANCE LIMITED

4.5 (22 reviews)
Tauranga, New Zealand
Financial Services

KIRSCHBERG WEALTH MANAGEMENT LIMITED

KIRSCHBERG WEALTH MANAGEMENT LIMITED

4.7 (1 reviews)
Tauranga, New Zealand
Financial Services

LANCEWOOD INVESTMENT PARTNERS LIMITED

LANCEWOOD INVESTMENT PARTNERS LIMITED

4.5 (17 reviews)
Tauranga, New Zealand
Financial Services

LIFE FINANCIAL LIMITED

LIFE FINANCIAL LIMITED

4.6 (2 reviews)
Tauranga, New Zealand
Financial Services

MAGIC MORTGAGES LIMITED

MAGIC MORTGAGES LIMITED

4.2 (25 reviews)
Tauranga, New Zealand
Financial Services

MAKOWEM & ISAACS FINANCIAL PLANNING LIMITED

MAKOWEM & ISAACS FINANCIAL PLANNING LIMITED

4.9 (7 reviews)
Tauranga, New Zealand
Financial Services

MCMASTER MORTGAGES LIMITED

MCMASTER MORTGAGES LIMITED

4.8 (4 reviews)
Tauranga, New Zealand
Financial Services

MIKE BLOY MORTGAGES LIMITED

MIKE BLOY MORTGAGES LIMITED

4.9 (23 reviews)
Tauranga, New Zealand
Financial Services

MONEYWISE FINANCIAL SERVICES LIMITED

MONEYWISE FINANCIAL SERVICES LIMITED

5.0 (5 reviews)
Tauranga, New Zealand
Financial Services

MORTGAGE TIME LIMITED

MORTGAGE TIME LIMITED

5.0 (9 reviews)
Tauranga, New Zealand
Financial Services

MR FINANCE LIMITED

MR FINANCE LIMITED

4.6 (14 reviews)
Tauranga, New Zealand
Financial Services

NEW-ZEALAND SERVICES LIMITED

NEW-ZEALAND SERVICES LIMITED

4.7 (7 reviews)
Tauranga, New Zealand
Financial Services

NZHL REMUERA LIMITED

NZHL REMUERA LIMITED

4.6 (8 reviews)
Tauranga, New Zealand
Financial Services

PAUL BURNS RISK BROKER LIMITED

PAUL BURNS RISK BROKER LIMITED

4.9 (17 reviews)
Tauranga, New Zealand
Financial Services

PIB PREMIUM INSURANCE BROKERS LIMITED

PIB PREMIUM INSURANCE BROKERS LIMITED

4.6 (14 reviews)
Tauranga, New Zealand
Financial Services

SPENCE ASSETS LIMITED

SPENCE ASSETS LIMITED

4.0 (15 reviews)
Tauranga, New Zealand
Financial Services

STEVEN AND LION FINANCIAL SERVICES LIMITED

STEVEN AND LION FINANCIAL SERVICES LIMITED

4.8 (4 reviews)
Tauranga, New Zealand
Financial Services

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 41+ 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.

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