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
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:
Excellent Service! Would thoroughly recommend Danielle to anyone looking at investing or bringing over pensions from other countries. I recently used BWT Financial Ltd to bring over my UK pensions into a Qualifying Registered Overseas Pension Scheme (QROPS) in NZ. Danielle is extremely knowledgeable and explained everything in detail so that I understood everything. Totally stress free. Everything was managed for me and I was constantly updated during the process.
The service from BWT Financial is professional, personal, relevant, well-presented and informed
Danielle explained the process from start to finish and answered all of my questions in one quick meeting. I was kept up to date at regular intervals and my only input was to provide my details and signature. Danielle now looks after my KiwiSaver and I would definitely recommend her services without hesitation.
Danielle, I can’t thank you enough for the way in which you have supported me through a challenging time. Your kind, fair and professional ability provided me the confidence I needed in a complex situation. Thank you for all of your support; it means more than you know.
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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,...
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...
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...