Bringing clarity to enable you to achieve your financial goals
A boutique firm offering quality financial advice, working with clients where we can add value
We take the time to understand your current circumstances and future goals, and give you personalised financial advice. Over time, we work with you to make sure you stay on track
Investment Advice
We provide advice on lump sum investments of more than $500,000
KiwiSaver
If you have questions about KiwiSaver, or if you would like to review your existing KiwiSaver, then get in touch for a free of charge, and no obligation chat.
Australian Super Transfer
Australian superannuation funds can be transferred into your NZ KiwiSaver if you have settled here permanently.
Retirement Planning
You only get to retire once, and you need to do it right. We have helped hundreds of clients with their retirement plans and can guide you through the process.
We’ll make sure you’re on track for your financial goals
As a BWT Financial client, you will have a wealth manager on hand to check in with you regularly and review your plans, adjusting if circumstances change, and guiding you along the path to your financial future. Check out some examples:
Let's Catch Up!
Articles
Is cash better than a portfolio at the moment?
I have had a few people starting to ask me this question recently, so I thought I’d put something together that will help answer this for everyone. It’s a totally fair question and I understand why people are asking! We are currently in a high interest rate,...
Trust vs. Contracting Out Agreements
Divorce or separation can be emotionally taxing, but it doesn't have to be financially devastating. Two primary tools at your disposal are trusts and contracting out agreements. In this article, we'll explain the differences between these options, helping you make...
Supporting Your Children Financially: Ways Parents Can Help Safeguard Their Support
As parents, we want the best for our children, and sometimes that means providing financial assistance when they need it most. However, concerns about protecting this money, especially from relationship property disputes, is something I often come across. There are a...