About us

The establishment of Bay  Financial Centre (BFC) in 2011 was bought about by the desire to provide personalised  advice where clients dealt with the Financial Planner who owned the business, not someone who was merely an employee.

You deserve the best and our objective is to give it to you in a jargon free explanation that you will understand whether it be investment advice, estate planning, insurance assessment etc.

The right financial advice is important at any stage of your life

All our advisers are Authorised Financial Advisers [AFA's] and members of the Investment Advisers Association [IFA], an industry body set up to ensure members met a minimum standard of ethics and practice for the benefit of clients. For more information on the IFA click here

Bay Financial Center’s financial planning advice covers investing both directly via the sharemarket and through managed investment funds, KiwiSaver, advice on personal and health insurance, travel insurance, mortgage broking, estate planning, wills and family trusts.

We can recommend reputable professionals for legal advice, accounting services and general insurance for domestic and commercial property and assets.

We work with a wide number of investment, life and medical insurance firms and other organisations. We pride ourselves in sourcing the best options for our clients.

Our clients are spread throughout New Zealand. We travel thought the lower north island and are happy to visit clients in their homes.

We encourage all potential clients to take advantage of our free initial one hour interview which helps establish how we can assist you to meet your goals.

To arrange an interview, please click here or phone 06 8787 350

PLAN – PROTECT – PROSPER

Our goal is to help our clients with these three simple steps.

PLAN – We analyse your present position and produce a report showing you the options you can use to get ahead.

PROTECT – We make sure what’s yours stays yours and keep you on the path to success

PROSPER – You want to succeed and so do we, in other words if you win so will we.

Give us a call now. It is never too late to start securing your assets or too late to start planning how to achieve your goals.

Click Here to download a copy of our Disclosure Statement

KiwiSaver first home deposit subsidy – Housing NZ website
Calculators
KiwiSaver