Financial Advice Hawkes Bay Ltd

Financial Advice Hawkes Bay Ltd is a professional financial planning company located in Napier, Munroe Street, 22. We are an established institution that has been providing expert investment and retirement planning advice in Hawke’s Bay for over 25 years. Our roots in the region go even deeper, with ties to Hawke’s Bay for over 100 years through Government Life and TOWER.

At Financial Advice Hawkes Bay Ltd, our primary goal is to give our clients the assurance, peace of mind, and restful nights that come with having a comprehensive and personalized financial plan. We understand that every individual has unique financial needs and goals, and we strive to provide tailored solutions that cover every aspect of our clients' financial lives.

As a non-aligned advisory business operating under Financial Advice Hawkes Bay Ltd, our team of Financial Planners are Trusted Advisers and CERTIFIED FINANCIAL PLANNER professionals. This internationally recognized certification ensures that our advisors meet the highest education and ethical standards in financial planning. When you choose to work with us, you can be confident that you are receiving advice from competent and ethical professionals who always prioritize your best interests.

Our ultimate aim is to deliver freedom to our clients. We want to empower them to tune out and turn off the constant barrage of financial news and instead focus on what truly matters to them - their families, their health, their career, and achieving their highest aspirations. We believe that smart investing is not always easy, and we are here to guide our clients on the right path.

In addition to our expertise in investment and retirement planning, we also offer insurance services. We understand that insurance is something you hope you never have to use but are grateful for when the need arises. Our team can help you navigate the complex world of insurance and ensure that you have the coverage you need to protect yourself and your loved ones.

Furthermore, we provide guidance on KiwiSaver, a voluntary work-based scheme designed to help New Zealanders financially prepare for retirement. Our knowledgeable advisors can help you understand the ins and outs of KiwiSaver and make informed decisions about your contributions and investment options.

Don't just trust anyone with your financial future. Work with Michael and our team at Financial Advice Hawkes Bay Ltd, who have been trusted advisors for over 10 years. Michael offers a personalized service and is well-prepared, easy to deal with, and promptly follows up on any actions agreed upon. We strongly recommend Michael to anyone looking to appoint a financial advisor.

Choose Financial Advice Hawkes Bay Ltd for expert financial planning, investment advice, insurance services, and guidance on KiwiSaver. Let us help you achieve financial freedom and focus on what truly matters in your life.