BWT Financial Limited
About the Business
Welcome to BWT Financial Limited, a boutique firm located in Rotorua, New Zealand. As an establishment specializing in finance, we are dedicated to bringing clarity to enable you to achieve your financial goals. Our team of experienced professionals is committed to providing quality financial advice, working closely with our clients to add value and ensure their success.
At BWT Financial, we understand the importance of understanding your current circumstances and future goals. That's why we take the time to get to know you personally, so we can provide tailored financial advice that suits your individual needs. Our goal is to help you stay on track and ensure that you make the right decisions for your financial future.
If you have any questions about KiwiSaver or if you would like to review your existing KiwiSaver plan, we invite you to get in touch with us. We offer a free and no-obligation chat to discuss your options and provide guidance. Additionally, if you have settled permanently in New Zealand, we can assist you in transferring your New Zealandn superannuation funds into your NZ KiwiSaver account.
Retirement is a significant milestone, and it's crucial to get it right. That's why we have helped hundreds of clients with their retirement plans and can guide you through the process. With our expertise and personalized approach, we'll make sure you're on track to achieve your financial goals.
As a BWT Financial client, you will have a dedicated wealth manager who will regularly check in with you and review your plans. They will adjust your strategies if circumstances change, ensuring that you stay on the path to your financial future. But don't just take our word for it - check out some of the testimonials from our satisfied clients who have experienced our excellent service and expertise.
In addition to our personalized services, we also provide informative articles and news updates on our website. We believe in keeping our clients informed about the latest financial trends and developments. For example, we recently discussed the possibility of negative interest rates in New Zealand and the implications it may have for borrowers and savers.
At BWT Financial Limited, we are passionate about helping you achieve financial success. Whether you're looking to invest, transfer pensions, or plan for retirement, our team is here to assist you every step of the way. Contact us today to schedule your free consultation and start your journey towards financial security and peace of mind.
Location & Phone number
1168 Amohia Street, Rotorua, Rotorua, Bay of Plenty 3010, New Zealand
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Excellent Service! Would thoroughly recommend Danielle to anyone looking at investing or bringing over pensions from other countries. I recently used BWT Financial Ltd to bring over my UK pensions into a Qualifying Registered Overseas Pension Scheme (QROPS) in NZ. Danielle is extremely knowledgeable and explained everything in detail so that I understood everything. Totally stress free. Everything was managed for me and I was constantly updated during the process. Definitely a 5* Service!"
"Danielle took care of transferring both my Australian and UK Super schemes into my KiwiSaver. Danielle explained the process from start to finish and answered all of my questions in one quick meeting. I was kept up to date at regular intervals and my only input was to provide my details and signature. Danielle now looks after my KiwiSaver and I would definitely recommend her services without hesitation. Stephen from Taupo"
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