DecisionMakers Tauranga
About the Business
Welcome to DecisionMakers Tauranga, located at 171a Moffat Road in Tauranga, New Zealand. We are a renowned establishment specializing in retirement planning and tailored investment portfolio management. Making the right decisions for your future can be overwhelming, which is why our dedicated team is here to help.
With over 100 years of combined expertise, we are committed to helping you achieve your financial goals. Our experienced professionals create unique financial plans and investment strategies tailored to your needs, empowering you to make the best financial decisions.
At DecisionMakers Tauranga, we prioritize your best interests. Unlike other institutions, we are not influenced by big companies or fund managers, and we do not accept commissions in relation to your investment portfolio. Our focus is solely on what is best for you.
We pride ourselves on using leading systems such as FinaMetrica Risk Profiling and Morningstar research, ensuring that we provide you with the most accurate and comprehensive information for your investment decisions. We also work proactively with your legal and tax advisers to ensure a unified approach to managing your financial affairs.
With us, you can expect easy-to-understand plans tailored to your unique goals and needs. We provide consolidated valuation and transaction reporting quarterly, along with annual performance and tax reporting. Our goal is to help you achieve financial independence and peace of mind in retirement.
We understand that your future may also involve creating security for your loved ones and setting up future generations for success. That's why all our investment and retirement plans are personalized, ensuring that we have your best interests at heart.
With an experienced adviser at the helm, you can feel confident that you are going in the right direction. We personally invest in the same assets we recommend to our clients, demonstrating our trust in our decisions and our commitment to guiding you toward success.
Don't just take our word for it - hear from our satisfied clients. Warren and Megan from Papamoa Beach had this to say about their experience with us: "After retiring, we sought advice from close friends who recommended DecisionMakers. Colin Austin has been exceptional in managing our portfolio, keeping us fully briefed with regular meetings and updates. We have complete confidence in his expertise and client-focused approach."
If you have questions about recent US bank failures, women's retirement outcomes, or how much is enough for retirement, we have the answers. Contact us today to find out more about our investment portfolio management and retirement planning services.
Trust DecisionMakers Tauranga to guide you towards a financially secure future.
Photos
Location & Phone number
171a Moffat Road, Bethlehem, Tauranga, Bay of Plenty 3110, New Zealand
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I had a pressing question on my mind and needed some advice. Tanya's financial advice over the phone was greatly appreciated and helped steer me towards finding solutions. Much appreciated."
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