View our disclosure and privacy statement

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

Make contact

Welcome to Balance Wealth, a boutique financial advice firm based in Rotorua, New Zealand specialising in helping clients with $500k+ investments confidently retire, manage KiwiSaver, and structure their wealth so they can spend without fear of running out.

Our clients have worked hard throughout their lives and have looked forward to retirement. They want to know they’ve got enough, but also need the confidence to spend their money on what matters most without worrying about running out. 

We help our clients to enjoy their best years whilst also provisioning forthe future. 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 want. 

Read our Disclosure

Discover more... tune into our podcast

Hear it here

We do our best work with:

Investors over age 50 who are planning, or already enjoying their retirements and are:
  • Diligent savers who have accumulated investment and retirement assets of $500,000 or more.
  • People who understand that the success of their retirement is too important to be doing it themselves and value expert guidance.
  • After a full overview of their finances rather than standalone investment advice (including estate planning, kiwisaver advice, insurances, gifting to children etc).
  • Based in or around Rotorua.
  • Nice people!
    • Read more
    Women who have experienced significant financial change including:
  • Experiencing divorce or separation.
  • Receiving an inheritance.
  • Becoming a widow.
  • Those who need some additional guidance and support.
    • Read more

    Our services include:

    • Retirement planning

    • Investment portfolio advice

    • KiwiSaver advice

    • Cashflow and spending strategies

    • Estate and legacy planning

    About Danielle, our adviser:

    • 24+ years in finance

    • Experience working in London, Edinburgh and NZ

    • Former Coutts Private Banking Experience

    • Deputy Chair, Bay Trust

    • Inland Revenue Risk & Assurance Committee

    • Member of the Financial Advisers Disciplinary Committee