Below is a list of the top and leading Financial Services in Tauranga. To help you find the best Financial Services located near you in Tauranga, we put together our own list based on this rating points list.
Tauranga’s Best Financial Services:
The top rated Financial Services in Tauranga are:
- JV Financial Services – promotes income and life protection
- Craigs Investment Partners – investment experts in Tauranga
- G3 Financial Freedom Ltd – excellent financial consultancy services
- Investment Management Solutions – an independent company specializing in custom financial systems
- Bay Financial Partners Limited – offers practical financial advice
JV Financial Services
JV Financial Services offers life insurances and income protection plans for private and corporate clients. The financial service company is based in Tauranga, New Zealand and covers the entire Bay of Plenty region. Their team of financial advisers are ready to assist you in selecting the best financial plan. The life insurance features a non-taxable service that can be used for deaths and hospitalizations. Meanwhile, the income protection system features a policy wherein disabled or injured members can benefit due to their lack of work. Through their consultations, they can recommend excellent and customized solutions for every client.
Products/Services:
Life Cover, Disability, Mortgage, Wills
LOCATION:
Address: 22 Sunridge Estate, Welcome Bay, Tauranga 3112
Phone: (422) 599-8127
Website: www.jvfs.co.nz
REVIEWS:
“Jan has offered us great support, help and guidance with regards to life insurance, health insurance and Wills. Such a pleasure to have a broker who goes out of his way to accommodate your needs/changes over a cup of coffee. We highly recommend JV financial services.” –Sam T.
Craigs Investment Partners
Craigs Investment Partners was opened in 1984 to serve the Whakatane community. The financial institution started with a regional branch and has now a nationwide coverage regarded as one of the best in the country. They have partnered with huge corporate organizations and has assisted private individuals in their investment system. The team has worked from Kerikeri to Invercargill proving their commitment to excellence and customer convenience. They provide investment advice and recommendations to clients as well as offer custom investment solutions.
Products/Services:
Investment Assistance to Individuals and Businesses
LOCATION:
Address: 158 Cameron Road, Tauranga 3110
Phone: (475) 776-049
Website: www.craigsip.com
REVIEWS:
“The advice and research that Craigs provides certainly makes decisions have more certainty. Thanks, team.” –Dean Peddle
G3 Financial Freedom Ltd
G3 Financial Freedom Ltd is based in Tauranga, New Zealand and has more than 25 years of experience in the financial service industry. The team behind G3 Financial Freedom shares a commitment to providing better financial options to the community. Their advisers are experienced and skilled in assessing each client’s situation from the planning to recommendation of a personalized financial system. They are all accredited Investment Fiduciaries from the University of Pittsburgh, USA as well as Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU).
Products/Services:
Financial Planning, Investment Planning, Budgeting & Cashflow, Debt Management, Estate & Asset Planning, Personal and Business Risk Management
LOCATION:
Address: 55 Eighth Avenue, Tauranga 3110
Phone: (475) 715-333
Website: www.g3freedom.co.nz
REVIEWS:
“What can I say about Charlene & Jane. They are passionate, caring and will do anything for there clients. If anything they work too hard. I would have no question recommending people to them for financial advice!” –Stephen Martin
Investment Management Solutions
Investment Management Solutions was founded by Selwyn in 1999 a time when he felt people should have better financial planning systems. At that time, the financial market was focused on sales and commission and this motivated him to establish a company that would operate on a whole different scale. He was soon able to offer personal financial advice after completing a degree at Massey University. The Tauranga-based agency was then known as an independent company offering custom financial solutions and excellent customer experience.
Products/Services:
Infrastructure Investing, Financial Planning, Investment Services, Individual Consultations, Planning for Retirement
LOCATION:
Address: Cnr of 181 Devonport Road and, Second Avenue, Tauranga, Centre 3110
Phone: (427) 658-3263
Website: www.imsnz.co.nz
REVIEWS:
“We have a professional relationship with Selwyn Parker and Investment Management Solutions Ltd spanning many years. During this time we have referred our clients to Selwyn should they require financial planning or investment advice. Client feedback is that they appreciate the one-on-one service Selwyn provides and his professional approach to dealing with their affairs. In all our dealings with Selwyn we have found him to be honest and trustworthy.” –Cliff B.
Bay Financial Partners Limited
Bay Financial Partners Limited’s team has more than 60 years of experience in the financial sector making them the right person for your finance handling. It is situated in Tauranga, New Zealand where they help clients manage, protect and grow their wealth. The company’s comprehensive financial services include life and health insurance, investment advice and financial plans. They can also assist clients in acquiring and selling shares. Their insurance policies cover health, life, trauma and income protection while their investment services feature annuities, shares, managed funds and the KiwiSaver.
Products/Services:
Financial Plans, Buying and Selling Shares and Bonds, Life, Trauma and Health Insurance, Investments, Retirement Planning, Managed Portfolios
LOCATION:
Address: 556 Cameron Road, Tauranga South, Tauranga 3110
Phone: (475) 783-863
Website: www.facebook.com/bayfpl
REVIEWS:
“Smart and compassionate people that do their job well.” –Yelena Flinch