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
Whether you are starting out with investments and saving for a future goal, or planning a business exit and retirement we can help.
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.
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.
Australian Super Transfer
Australian superannuation funds can be transferred into your NZ KiwiSaver if you have settled here permanently.
UK Pension Transfer
It’s actually very easy to transfer your UK pension to NZ and we are able to help with the whole 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!
Blog Articles
The Importance of Having a Will
I got chatting with the girl washing my hair at the hairdressers this weekend (as you do), and we were talking about her KiwiSaver (as….well, as I do). She seemed pretty onto it all, but then asked, “I don’t need a will, though do I?” My answer was a firm “Yes,...
Why Having a Financial Plan is Important
Have you ever gone to the airport with your bags packed and boarded a plane without having any idea where it is going? As much as we might miss air travel now, it is unlikely we would board without knowing the destination. It is hard even to pack properly without knowing where we are headed, or for how long. The same applies to our finances. We need to know where we are going before making decisions about how we are going to get there.
What is Investment Risk?
When it comes to our money and finances, we often get asked how much risk we want to take, and what “level of risk” we are comfortable with. This is a really difficult question to answer as risk means different things to different people, and what does risk...