Welcome to Hallam Jones Insurance and Financial Advisers in Rotorua. We are a team of skilled insurance brokers and support personnel, led by award-winning financial advisor Mark Jones.
Financial Advisor
Looking for a financial advisor in Rotorua? Financial planning is designed to span your lifetime, help you to achieve your goals and protect your desired standard of living. As your situation changes, your adviser can make adjustments to ensure you always have the combination of solutions that’s most appropriate. If you're looking for financial planners and advisors who can help you now in Rotorua, then see our list below
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LEGASEED FINANCIAL ADVISORS Retirement Planning and Investment Advice
We provide clear guidance to help you achieve your long-term objectives.
Financial Advisor Map
Financial advisors in Rotorua, like elsewhere in New Zealand, are professionals who help individuals and businesses manage their finances, plan for the future, and achieve their financial goals. They offer a range of services, including investment advice, retirement planning, insurance guidance, and estate planning.
Key Points about Financial Advisors in Rotorua:
Regulation: Financial advisors in Rotorua must be registered and licensed under the Financial Markets Authority (FMA) in New Zealand. They need to adhere to the regulations set out by the Financial Advisers Act 2008 and subsequent legislation.
Services Offered:
Investment Planning: Advising on investment portfolios, including stocks, bonds, and mutual funds.
Retirement Planning: Helping clients plan for retirement by assessing current savings and future income needs.
Insurance Advice: Offering guidance on life insurance, health insurance, and other types of personal or business insurance.
Estate Planning: Assisting in creating wills, trusts, and other estate planning documents.
Budgeting and Debt Management: Helping clients manage their expenses and reduce debt.
Types of Advisors:
Independent Advisors: These advisors are not tied to any particular financial institution and can offer a wide range of products and services.
Tied Advisors: They may work for a specific bank or insurance company and may only offer products from that institution.
Choosing a Financial Advisor:
Qualifications: Look for advisors with relevant qualifications, such as Certified Financial Planner (CFP) or Authorised Financial Adviser (AFA) status.
Experience: Consider the advisor’s experience, especially in areas relevant to your financial needs.
Reputation: Check reviews, ask for recommendations, and ensure the advisor has a good track record.
Cost: Financial advisors in Rotorua may charge fees based on the services they provide. Some may charge a flat fee, an hourly rate, or a commission based on the products they sell.
Local Firms: Rotorua has several financial advisory firms ranging from small, locally owned businesses to branches of larger national companies. These firms can provide personalized services tailored to the needs of the local community.
When selecting a financial advisor in Rotorua, it's essential to conduct due diligence, ask about their approach, and ensure they align with your financial goals.
