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Our Whangarei branch is located on Robert Street in the heart of the CBD. Our team of experienced financial advisers have over 60 years combined experience in advising, trading and investing in our community.


Mon-Fri, 8:30am-5pm

09 438 1988

Postal Address

PO Box 573
Whangarei 0140


Our Whangarei Team

Our investment advisers’ partner with a wide range of clients, providing quality financial advice to help you achieve your investment goals. With a passion for all things Northland, we are heavily involved in our community, from the NZ Dairy Awards and Northland Hockey to the Northland Foundation and other local and charitable institutions. When we are not in the office, you will find us enjoying all our beautiful province has to offer.