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Waikato Financial Advisers

Found 21 financial advisers in Waikato:

ANZ - Hamilton
ANZ - Waikato
Craigs Investment Partners - Hamilton
MMG Advisory Partners - Hamilton
Spicers Portfolio Management
Westpac - Cambridge
Westpac - Chartwell, Hamilton
Westpac - Dinsdale
Westpac - Hamilton
Westpac - Hamilton East
Westpac - Hamilton North
Westpac - Hillcrest
Westpac - Matamata
Westpac - Morrinsville
Westpac - Ngaruawahia
Westpac - Otorohanga
Westpac - Raglan
Westpac - Te Aroha
Westpac - Te Awamutu
Westpac - Te Kuiti
Westpac - Te Rapa

ANZ - Hamilton

Can an ANZ Financial Adviser make a difference to you?

ANZ, part of ANZ National Bank Limited is New Zealand’s largest and oldest bank. The ANZ team of Financial Advisers are experienced, qualified professionals backed by resources and reputation. They are also helped and supported by a strong and qualified head Office team which works with the advisers to help ensure that the advice provided is the highest standard. ANZ requires a high level of professionalism backed by qualifications from its advisers and is able to provide a team geographically spread throughout the country.

ANZ has a joint venture with ING New Zealand and has a strategic relationship with Russell Investment Group. Both of these companies are major successful international fund managers.

With an ANZ Financial Adviser you have the choice of managing your own investments with the input of skilled investment advice or you can have your entire portfolio fully managed for you. ANZ Financial Advisers can not only help find the most suitable investment risk solution for you they can also help you to review your portfolio and rebalance your investment mix as the markets and your needs change over time.

Stuart Way is our Financial Adviser based in Hamilton, covering Hamilton city, Raglan, Huntly and the Coromandel Peninsula. With previous banking experience in South Africa, Stuart joined ANZ over seven years ago and today specialises in investments. He holds a Bachelor of Commerce Degree and a Diploma in Business Studies endorsed in Personal Financial Planning. In his spare time Stuart can be found enjoying his favourite outdoor pursuits - tramping, kayaking, cycling and snowboarding.

Phone:	07 838 0083
Email:	ways@anz.com

Adviser	Phone	Qualifications	Started	Associations	Email
Stuart Way	07 838 0083				ways@anz.com

ANZ - Waikato

Can an ANZ Financial Adviser make a difference to you?

ANZ, part of ANZ National Bank Limited is New Zealand’s largest and oldest bank. The ANZ team of Financial Advisers are experienced, qualified professionals backed by resources and reputation. They are also helped and supported by a strong and qualified head Office team which works with the advisers to help ensure that the advice provided is the highest standard. ANZ requires a high level of professionalism backed by qualifications from its advisers and is able to provide a team geographically spread throughout the country.

ANZ has a joint venture with ING New Zealand and has a strategic relationship with Russell Investment Group. Both of these companies are major successful international fund managers.

With an ANZ Financial Adviser you have the choice of managing your own investments with the input of skilled investment advice or you can have your entire portfolio fully managed for you. ANZ Financial Advisers can not only help find the most suitable investment risk solution for you they can also help you to review your portfolio and rebalance your investment mix as the markets and your needs change over time.

Rhonda Houston is our Financial Adviser covering Cambridge, Morrinsville, Matamata, Tokoroa, Te Awamutu, Otorohanga, Te Kuiti and Taumarunui. She’s worked with ANZ for the past 26 years, with the last 12 as a Financial Adviser. Rhonda holds a Graduate Diploma in Personal Financial Planning. Rhonda’s interests outside work include classic cars, travel and the garden.

Phone:	07 871 2607
Email:	houstonr@anz.com

Adviser	Phone	Qualifications	Started	Associations	Email
Rhonda Houston	07 871 2607				houstonr@anz.com

Craigs Investment Partners - Hamilton

Combining the best of global research with local investment knowledge, Craigs Investment Partners provides a comprehensive investment advisory service to a wide range of private investor clients, family trusts, charitable trusts and businesses, designed to help them achieve their financial goals.

Craigs Investment Partners is one of NZ's largest investment advisory and sharebroking firms, with branches throughout New Zealand.

Supported by in-depth international research and our own research team, our advisors personalise investment solutions tailored to the individual needs of their clients

All investments are chosen on the basis of quality and price. We have a philosophy of investing directly in equities and fixed interest rather than via managed funds. This helps to minimise fees, which can have a dramatic impact on long-term returns and also to maximise the income stream generated by the portfolio.

The company's objective throughout is to preserve and enhance our clients' investments.

Craigs Investment Partners operates under the rules of the New Zealand Exchange (NZX) and is an accredited NZX Firm. Additionally, all Craigs Investment Partners advisors are accredited NZX Advisors or Associate Advisors.

Phone:	0800 808 686
Fax:	07 838 0828
Email:	hamilton@craigsip.com
Web:	www.craigsip.com
Physical Address:	800 Victoria St., Cnr Victoria & Rostrevor Sts
Postal Address:	PO Box 1282
City:	Hamilton 3204

Adviser	Phone	Qualifications	Started	Associations	Email
Stuart Anderson	07-959-7111	B MS(Hons),Dip NZX	2000	NZX Advisor	stuart.anderson@craigsip.com
Graeme Barrett	07-959-7103	Dip Teaching	2001	NZX Assoc. Adv.	graeme.barrett@craigsip.com
Derek Brewster	07-959-7101	B Eng, Dip NZX	1995	NZX Advisor, IODNZ	derek.brewster@craigsip.com
Geoff Buchan	07-959-7109	REP(Hons),DipNZX	1998	NZXAdvisor	geoff.buchan@craigsip.com
Mark Etheridge	07-959-7107	BSS, DipEc, Di[ MS, DipNZX	2001	NZX Advisor	mark.etheridge@craigsip.com
Murray Finch	07-959-7108	Dip BS, Dip NZX	2000	NZX Advisor	murray.finch@craigsip.com
Keiran Jeffares	07-959-7118	B BS	2007	AAC Advisor	keiran.jeffares@craigsip.com
Jon Tanner	07-959-7106	B Com,Dip FP, Dip NZX	1997	NZX Advisor	jon.tanner@craigsip.com
Ross Trit	07-959-7102		2002	NZX Assoc. Adv.	ross.trit@abnamrocraigs.com

MMG Advisory Partners - Hamilton

MMG Advisory Partners (MMG) was founded with a simple philosophy: to provide everyday New Zealanders and their families with tailored, responsible financial advice in plain, easy-to-understand language. This focus has seen us maintain close, long-term relationships with our clients for many years.
MMG follows an advice process which is focused on helping achieve the varying financial needs and goals of our clients. Importantly, our process takes into account the different stages of life and the individual circumstances of each client.
Our business has evolved to provide our clients with comprehensive financial advice which covers:
Financial Advice
Investment Advice
Estate Planning
KiwiSaver
With a network of over 50 financial advisers, many of whom have worked together for over a decade, MMG offers the advantage of proven performance, personalised service, and individually tailored solutions.

Phone:	07 839 2300
Fax:	07 834 0021
Email:	hamilton@mmg.co.nz
Web:	www.mmg.co.nz
Physical Address:	Level 2, 960 Victoria St
Postal Address:	P O Box 787
City:	HAMILTON

Adviser	Phone	Qualifications	Started	Associations	Email
Kevin Gibson					hamilton@mmg.co.nz
Peter Robertson	021 022 3544				hamilton@mmg.co.nz
Bob Niemiec		Dip Bus (PFP), CFP, AAIBF, LBS	1993	IFA	hamilton@mmg.co.nz

Spicers Portfolio Management

Spicers are one of New Zealand's leading financial advisory firms offering a comprehensive range of investment and financial planning services. Spicers have a nationwide network of skilled financial advisers who can help you create and maintain a complete financial strategy for your retirement, investment and business needs. This comprehensive plan will also include estate planning, insurance, and taxation. Spicer's investment specialist, Arcus Investment Management, is regarded as amongst the top in the industry.
Call 0800 102 100 to talk to a Spicers adviser. There is no charge and no obligation, just the opportunity to see how Spicers can help.

Phone:	0800 102 100
Fax:	07 838 0934
Email:	info@spicers.co.nz
Web:	www.spicers.co.nz
Physical Address:	1 London St.
Postal Address:	Freepost 666, PO Box 1525,
City:	Hamilton

Adviser	Phone	Qualifications	Started	Associations	Email
Andrew Bateman	07 838 0930	MBA, GradDipBusStuds(PFP)CFP		FAIBF	andrew.bateman@spicers.co.nz
Graham Baker	07 838 0930	MBA, GradDipBusStuds(PFP), CFP	1999	IFA,	graham.baker@spicers.co.nz

Westpac - Cambridge

Wealth Advisers
Need investment advice? Find a Westpac Wealth Adviser today.

If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

How can a Wealth Adviser help?

Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…
Assist you in putting your financial information together
Defining your goals by discussing your particular needs, objectives and financial situation
Providing you with a personalised investment portfolio
Helping you put your plan into action.

Our services are comprehensive and cover every aspect of investment including…
Financial planning
Professional investment advice and management
Loans and expert advice on property investment
A wide range of managed funds from leading fund managers
Retirement planning
Broking services for bonds and shares, and much more.

We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.

Phone:	0800 900 910
Email:	john_blyth@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	79 Victoria Street
Postal Address:	PO Box 486
City:	Cambridge

Adviser	Phone	Qualifications	Started	Associations	Email
John Blyth	027 2819 785	Financial Planning Certs 1,2 &3	2005	IFA	john_blyth@westpac.co.nz

Westpac - Chartwell, Hamilton

Phone:	07 834 2688
Email:	helen_skedgwell@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	Westfield Shopping Centre
Postal Address:	PO Box 12015
City:	Chartwell, Hamilton

Adviser	Phone	Qualifications	Started	Associations	Email
Diana Walklate	027 441 3830		2006		diana_walklate@westpac.co.nz

Westpac - Dinsdale

Phone:	07 834 6959
Email:	john_blyth@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	41 Whatawhata Road
Postal Address:	PO Box 15108
City:	Dinsdale, Hamilton

Adviser	Phone	Qualifications	Started	Associations	Email
John Blyth	027 2819 785	Financial Planning Certs 1,2 & 3	2005	IFA	john_blyth@westpac.co.nz

Westpac - Hamilton

Phone:	07 834 6959
Email:	john_blyth@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	426 Victoria Street
Postal Address:	Po Box 953
City:	Hamilton

Adviser	Phone	Qualifications	Started	Associations	Email
John Blyth	027 2819 785	GDipBusinessStudies (PFP)	2005	IFA	john_blyth@westpac.co.nz

Westpac - Hamilton East

Phone:	07 834 2866
Web:	www.westpac.co.nz
Physical Address:	Cnr Grey & Clyde Streets
Postal Address:	PO Box 4073
City:	Hamilton East

Adviser	Phone	Qualifications	Started	Associations	Email
Diana Walklate	027 441 3830		2006		diana_walklate@westpac.co.nz

Westpac - Hamilton North

Phone:	07 834 2866
Email:	helen_skedgwell@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	903 Victoria Street
Postal Address:	PO Box 9446
City:	Hamilton North

Adviser	Phone	Qualifications	Started	Associations	Email
Diana Walklate	027 441 3830		2006		diana_walklate@westpac.co.nz

Westpac - Hillcrest

Phone:	07 834 2866
Web:	www.westpac.co.nz
Physical Address:	145 Cambridge Road
City:	Hillcrest, Hamilton

Adviser	Phone	Qualifications	Started	Associations	Email
Diana Walklate	027 441 3830		2006		diana_walklate@westpac.co.nz

Westpac - Matamata

Phone:	0800 900 910
Email:	helen_skedgwell@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	Arawa Street
Postal Address:	PO Box 124
City:	Matamata

Adviser	Phone	Qualifications	Started	Associations	Email
Diana Walklate	027 441 3830		2006		diana_walklate@westpac.co.nz

Westpac - Morrinsville

Phone:	07 834 2688
Email:	helen_skedgewell@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	217 Thames Street
Postal Address:	PO Box 44
City:	Morrinsville

Adviser	Phone	Qualifications	Started	Associations	Email
Diana Walklate	027 441 3830		2006		diana_walklate@westpac.co.nz

Westpac - Ngaruawahia

Phone:	0800 900 910
Email:	wealth@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	Jesmond Street
Postal Address:	PO Box 79
City:	Ngaruawahia

Adviser	Phone	Qualifications	Started	Associations	Email
Diana Walklate	027 441 3830		2006		diana_walklate@westpac.co.nz

Westpac - Otorohanga

Phone:	0800 900 910
Email:	john_blyth@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	Maniapoto Street
Postal Address:	PO Box 75
City:	Otorohanga

Adviser	Phone	Qualifications	Started	Associations	Email
John Blyth	027 2819 785	GDipBusinessStudies (PFP)	2005	IFA	john_blyth@westpac.co.nz

Westpac - Raglan

Phone:	0800 900 910
Email:	helen_skedgwell@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	30 Bow Street
City:	Raglan

Adviser	Phone	Qualifications	Started	Associations	Email
Diana Walklate	027 441 3830		2006		diana_walklate@westpac.co.nz

Westpac - Te Aroha

Phone:	0800 900 910
Email:	helen_skedgwell@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	157 Whitaker Street
Postal Address:	PO Box 88
City:	Te Aroha

Adviser	Phone	Qualifications	Started	Associations	Email
Diana Walklate	027 441 3830		2006		diana_walklate@westpac.co.nz

Westpac - Te Awamutu

Phone:	0800 900 910
Email:	john_blyth@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	98 Alexandra Street
Postal Address:	PO Box 4
City:	Te Awamutu

Adviser	Phone	Qualifications	Started	Associations	Email
John Blyth	027 2819 785	GDipBusinessStudies (PFP)	2005	IFA	john_blyth@westpac.co.nz

Westpac - Te Kuiti

Phone:	0800 900 910
Email:	john_blyth@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	18 King Street
Postal Address:	PO Box 206
City:	Te Kuiti

Adviser	Phone	Qualifications	Started	Associations	Email
John Blyth	027 2819 785	GDipBusinessStudies (PFP)	2005	IFA	john_blyth@westpac.co.nz

Westpac - Te Rapa

Phone:	07 834 6959
Email:	john_blyth@westpac.co.nz
Web:	www.westpac.co.nz
Physical Address:	Cnr Te Rapa & Bryants Road
City:	Hamilton

Adviser	Phone	Qualifications	Started	Associations	Email
John Blyth	027 2819 785	GDipBusinessStudies (PFP)	2005	IFA	john_blyth@westpac.co.nz

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Find a Rate

Cash PIE Rates

Cash Funds
Institution	Rate	33%	38%
ANZ	3.25	3.40	3.67
ASB	3.40	3.55	3.84
BNZ	3.90	3.71	4.01
Direct Broking	2.85	2.98	3.27
First Mortgage Trust	5.01	5.23	5.66
Forsyth Barr	2.00	2.09	2.30
Forsyth Barr	2.25	2.35	2.58
Forsyth Barr	2.75	2.87	3.16
Forsyth Barr	3.00	3.13	3.44
HSBC	2.70	2.82	3.05
Kiwibank	2.90	2.96	3.15
Kiwibank	3.50	3.58	3.80
Marac	5.50	5.75	6.31
National Bank	3.25	3.40	3.67
RaboPlus	3.50	3.71	4.01
SBS	3.20	3.39	3.66
Spicers	2.68	2.80	3.08
TSB	4.81	5.10	5.52
UDC	3.50	3.66	3.95
Westpac	3.25	3.43	3.71
Term Funds
Institution	Rate	33%	39%
ANZ - 90days	4.00	4.25	4.67
Kiwibank - 90days	3.75	3.92	4.23
Kiwibank - 120days	3.75	3.92	4.23
Kiwibank - 6mth	4.50	4.68	4.98
Kiwibank - 12mth	5.20	5.43	5.87
Marac - 12mth	7.25	7.77	8.40
National Bank - 90days	4.00	4.17	4.59
National Bank - 6mth	4.90	5.01	5.42
National Bank - 12mth	5.20	5.53	5.95
UDC - 12mth	5.20	5.51	5.95

Rates as at 02 August 2010

For a full comparison table, click here.

Disclaimer - Every possible effort has been made to keep the information in the tables and on this site as accurate as possible, however, neither the publisher, Tarawera Publishing, nor anyone engaged to compile the rates and this site accept any liability for inaccuracies or any loss suffered as a result. It is strongly advised that readers check loan details with providers. The full terms and conditions of this site can be found here.