Financial Advice Line
Ph 06 834 0974 for an initial consultation at no cost to you by a qualified professional financial adviser, over the phone or in person.
Client Appreciation Seminar at the Mission
Call us on 06 834 0974 if you would like to attend our next client seminar
We're here to help
We can make your money work for you.
Retired clients with questions about their nest egg?
Do you want to invest but don't know how?
Read our investment page and contact us for investment advice tailored for you.
Financial Advice Line
Ph 06 834 0974 for an initial consultation at no cost to you by a qualified professional financial adviser, over the phone or in person.
Monday - Friday, 9.00am - 4.00pm daily
Why should I have insurance?
Find out what types of insurance are prudent for your current life situation.

Welcome to Financial Advice Hawkes Bay

We are a professional financial planning company based in Hawkes Bay established to provide professional investment and retirement planning advice. We have been providing advice in Hawke’s Bay for over 25 years, historically we have had ties to Hawke’s Bay for over 100 years through Government Life and TOWER. We exist for one simple purpose – to give client’s the assurance, peace of mind and restful nights that come with having a customised plan that covers every aspect of their financial lives.  We are a non-aligned advisory business and operate under Financial Advice Hawkes Bay Ltd.  The Financial Planners within the business are Trusted Advisers and CERTIFIED FINANCIAL PLANNER professionals which is internationally recognised for having the highest education and ethical standards in financial planning. Get financial advice from competent and ethical professionals. Not everyone who calls themselves a financial planner is qualified to do so.  Those who earn the CERTIFIED FINANCIAL PLANNER certification meet rigorous education, exam, experience and ethics requirements, and agree to place the interests of their clients first.

Ultimately, what we deliver to our clients is freedom – the freedom to tune out and turn off the nonstop, 24/7 financial news roller coaster and focus instead on what’s most important to them – their families, their health, their career and achieving their highest aspirations.

What should I invest in?

Smart investing sounds easy, but for most of us it’s not that simple and it can be difficult to know just where to start. Read more

Do I really need insurance?

Insurance is one of those things that you hope you never have to use but are grateful you have when the need arises. Read more

Should I KiwiSave or not?

KiwiSaver is a voluntary work-based scheme that was created to help New Zealanders financially prepare for retirement. Read more