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.