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Your Money.
Your Life.
In Balance.

Build true wealth in all the areas of your life.
Design a lifestyle that allows you to thrive.
Create experiences with the people you love.
Make an impact in your community and leave a legacy you will be proud of.

Your Money.
Your Life.
In Balance.

Build true wealth in all the areas of your life.
Design a lifestyle that allows you to thrive.
Create experiences with the people you love.
Make an impact in your community and leave a legacy you will be proud of.

Welcome to Balance Wealth

Welcome to Balance Wealth, an independent firm of financial advisers based in Rotorua, New Zealand.

Our clients have worked hard throughout their lives and have relished the thought of retirement. They want to know they’ve got enough, but also need permission to spend their money on what matters most: this is their reward. 

We help our clients to enjoy their best years whilst also provisioning for aged care. We support clients in making goals and then achieving them all, whilst also still leaving the kids something if that’s important. This provides both the balance and the financial security they have earned. 

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