We are one of New Zealand’s largest investment advisory and management firms, offering investment advice to private, corporate and institutional clients.

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AdviceFirst Limited

At AdviceFirst our authorised financial advisers provide financial advice to help individuals with all types of insurance, investments, KiwiSaver, home loans.

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Somerset Smith Partners

Ruapehu Street 32, 3330 Taupo Town Centre, New Zealand

Established in 1934, Somerset Smith Partners provides a traditional approach to investment based on experience, expertise and sound judgement...

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Private Asset Management

Commerce Street 2, 3120 Whakatane, New Zealand

Building Value for Private Clients

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F.W.J. Finance

State Highway 33 246, 3189 Paengaroa, New Zealand

Helping families and business FWJ Finance Ltd specialise in small to medium finance solutions

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Forsyth Barr Investment Advice Tauranga

Selwyn Street 40, 3110 Tauranga, New Zealand

A New Zealand owned investment firm providing a full range of investment services including sharebroking, portfolio management, research and investment banking.

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Public Trust

The specialist experts at Public Trust can help you grow, protect and plan for the important things in life, like family, business and property.

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Tauranga Budget Advisory Service

17th Avenue 155, 3112 Tauranga, New Zealand

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Hallam Jones Insurance and Financial Advisers

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1384 Hinemoa Street, 3040 Rotorua, New Zealand

Our aim is to help you become financially independent and to keep your family together and secure, come what may.

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Craigs Investment Partners Gisborne

Childers Road 75, 4010 Gisborne, New Zealand

We offer investment advice for private investors and corporates. We have a range of portfolio management, sharebroking and saving solutions to meet your needs.

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Te Arawa Group Holdings

Arawa Street 1256, 3010 Rotorua, New Zealand

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DecisionMakers

Hamurana Road 14, 3172 Omokoroa, New Zealand

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Keith Kietzmann Investment Solutions

Levers Road 54, 3110 Tauranga, New Zealand

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G3 Financial Freedom Ltd

Eighth Avenue 55, 3110 Tauranga, New Zealand

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Rotorua Budget Advisory Service

Pukuatua Street 1247, 3010 Rotorua, New Zealand

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Fiducia Compliance Specialists

Maunganui Road 155, 3116 Tauranga, New Zealand

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NZHL - Gisborne

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129 Ormond Road, 4010 Gisborne, New Zealand

New Zealand Home Loans Gisborne is a home loan and insurance provider, helping clients achieve their financial goals and become debt free faster.

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NZHL - Whakatane

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75 Landing Road, 3120 Whakatane, New Zealand

New Zealand Home Loans is a dedicated home loan provider, committed to helping you and your family become debt free, faster.

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Public Trust

Kakahoroa Drive 45, 3120 Whakatane, New Zealand

The specialist experts at Public Trust can help you grow, protect and plan for the important things in life, like family, business and property.

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Biz Angels NZ Limited

The Strand 97, 3120 Whakatane, New Zealand

Biz Angels are the experts when it comes to business and financial management for small to large businesses, providing a wide range of solutions tailored to meet your needs and resources. Biz …

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Tax Agent 99 Limited

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20 Jean Batten Drive, 3116 Mount Maunganui, New Zealand

Tax Agent 99 provides mobile & online bookkeeping & accounting services for sole traders, contractors, small businesses and rental properties.

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Pascoe Barton Limited

King Street 181, 3120 Whakatane, New Zealand