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 personalised financial 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 licensed Financial Advice Provider. Our advisers are highly qualified professionals, bringing a depth of experience across financial planning, investment, retirement, and governance.  Within our team are advisers who hold globally recognised designations, including  CERTIFIED FINANCIAL PLANNER professionals and Chartered Financial Analyst (CFA) qualifications. While individual advisers bring different areas of expertise, all advice is supported by a team-based approach, ensuring depth of insight, sound judgement, and continuity for our clients.

Not everyone who calls themselves a financial adviser has the same level of training or professional rigour. We place a strong emphasis on education, ethics and ongoing professional development, and each of our advisers is committed to providing advice that puts 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.