Welcome to Financial Advice Hawkes Bay

We are a professional financial planning company based in Hawke’s Bay, providing investment and retirement planning advice for over 25 years. Our roots in the region go back more than 100 years through Government Life and TOWER.

Our purpose is simple: to give you assurance, peace of mind, and restful nights by creating a customised plan that covers every aspect of your financial life.

As a non-aligned advisory business, we operate under Financial Advice Hawke’s Bay Ltd as a Financial Advice Provider. Our advisers are Trusted Advisers and CERTIFIED FINANCIAL PLANNER professionals – an internationally recognised designation that represents the highest education and ethical standards in financial planning. Not everyone who calls themselves a financial planner is qualified. When you work with a CFP professional, you can be confident they have met rigorous education, exam, experience, and ethics requirements – and that they are committed to putting your interests first.

Ultimately, what we deliver is freedom – the freedom to step away from the constant noise of financial markets and instead focus on what truly matters: your family, your health, your career, and your highest aspirations.