We are a fee only company providing independant advice, without biais or incentives from product providers.
As a Tōtara Wealth client, you will always know that you are receiving independent advice based on the full market of investments.
Our team offers Tōtara Wealth clients over 40 years of combined experience in financial services. Kevin, James and Meredith are qualified Financial Advisers (FAs) and members of Financial Advice New Zealand, New Zealand’s Professional body for financial advisers. Rebecca holds a New Zealand Certificate of Financial Services (Investments) and has provided client and financial adviser support for over 20 years.
GET IN TOUCH
If you’d like to organise a meeting please call 03 548 9000 or complete our online form and we’ll call you to arrange a time.
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Find the answer to our most frequently asked questions.