Spicers Bay of Plenty

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Serving a large swathe of the Central North Island, our Taupo, Tauranga and Rotorua advisers provide essential financial planning services to a growing population. As a hub for tourism and horticulture, this region understands the impact offshore markets can have on economic growth and prosperity.

Our Bay of Plenty investment advisers work with individuals and businesses to help them plan for the future and achieve financial freedom. You can consult them for investment strategy, cash management plans, retirement planning, or personal and asset risk management.

If you’ve been googling ‘investment advice Tauranga’ or ‘investment adviser Taupo’ or 'investment adviser Rotorua', look no further. Our advisers’ phone numbers are displayed below. Call to arrange a no-obligation consultation.

Office Locations: Taupo and Tauranga

Taupo

Taupo

Sarah Delany
Phone07 378 9444

Tauranga

Sarah Ashby
Phone07 572 5941

Tauranga

Peter Hawes
Phone07 572 5942
 

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The Advice Process

The advice process includes four stages – discovery, developing your plan, putting the plan into action and reporting/reviewing.... More >

How much do you need?

Use our calculators to identify your retirement and savings goals... More >

Looking for an adviser in your region?

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Important information
The content on this website is for information only. The information is of a general nature and does not constitute financial advice or other professional advice. Before taking any action, you should always seek financial advice or other professional advice relevant to your personal circumstances. While care has been taken to supply information on this website that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission. A disclosure statement is available from your adviser on request and free of charge.

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