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

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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.

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Australian Super Transfer

Australian superannuation funds can be transferred into your NZ KiwiSaver if you have settled here permanently.

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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.

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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:

Vikki, Rotorua

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.

DG, Wellington

You understand the customer, and make it feel like a personal experience.

Diane, Rotorua

The service from BWT Financial is professional, personal, relevant, well-presented and informed

Stephen, Taupo

Danielle took care of transferring both my Australian and UK Super schemes into my KiwiSaver.
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.

Debbie, Rotorua

Very down to earth people who I feel treat us like we were million-dollar investors…which we definitely are not!


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. 

Let's Catch Up!


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