Located in the heart of the Bay of Plenty region our Rotorua branch is on the edge of the iconic Eat Street and within walking distance of Lake Rotorua.

We work closely with Iwi, and local residents to provide investment solutions and assist in laying the foundations for generational wealth. Our branch is home to some of the top performing advisers in the country, supported by a dedicated team providing quality service to our clients.

We would love to meet with you and aid you with your financial goals, whatever they may be.

Branch Address

First Floor
1196 Whakaue Street
Rotorua 3010

Postal Address

PO Box 1148
Rotorua 3040


Fraser Brown

Investment Adviser and Area Manager

Tom Davies

Investment Adviser

Chris Dow

Investment Adviser

Darshan Hari

Investment Adviser

Matthew Harvey

Investment Adviser

Paul Stewart

Investment Adviser

James Twist

Investment Adviser