BWT Financial is a locally owned firm of wealth managers based in Rotorua.
Making a decision about who to trust to help you achieve your financial goals is one of the most important you will ever make. We take the time get to know you and allow you time to get to know us. We will ensure you understand what options are available to you; for some investing is brand new, for others it is not.
Whatever your experience with the markets, we make sense of investing. Holistic financial advice is all about understanding the big picture and not just looking at something in isolation. In order to give you the best advice, we need to learn about your goals, your family, your hopes and wants.
Collaboration with your other advisers is welcomed so that we can understand your world and make life as easy as possible for you. We will challenge your thinking and push the boundaries of what you thought possible financially by taking the time to listen and understand you.
We will be open and honest in all our dealings with you.
We will act with professionalism and integrity.
We respect our clients and treat them with compassion and empathy.
We will maintain independence from product providers.
We will embrace technology where it can add value.
We will give back to our community.
We will strive to be an employer of choice.
Managing Director / Financial Adviser
Danielle has been working in the financial services industry for over 19 years in Edinburgh, London and New Zealand. Danielle spent five years specialising in providing investment advice to Entrepreneurs at Coutts & Co in London and assisted with several business exits during this time. She then went on to manage a department of Wealth Managers at Coutts. Now based in Rotorua, Danielle is a Financial Adviser specialising in Investment advice.
Danielle is passionate about helping people and enjoys building a deep understanding of her clients’ needs through long term relationships. A Chartered Director with the Institute of Directors, she is a Director of Rotorua Regional Airport Limited and Chair of their Audit & Risk Committee, and a Crown appointed member of the Financial Advisers Disciplinary Committee for New Zealand. Danielle is also involved with a number of charitable organisations.
Lisa has been working for BWTL Advisory since 2013, where her roles include administration support, running payrolls and AML/CFT Compliance Officer. Since 2020 she has also been working for BWT Financial as the AML/CFT Officer and administration support.
Originally hailing from the North of England, Lisa has called New Zealand home for over 30 years now. With her most of her children now having flown the coop, she loves catching up with them, walking and swimming and generally being out and about in our beautiful country. She’s hanging out for a time when she can travel again to catch up with family overseas.