We can Help You Accumulate, Manage and Protect Your Wealth

We can help you with a full range of financial planning services, including investment advice, life and health insurance, and assisting you to buy and sell shares.

With over 60 years of combined experience in the financial markets we can do all that stuff, and do it well. If we're not sure about the best solution for your particular circumstances we'll either find out or refer you to someone who can.

If you'd like to see if we can help you, it costs you nothing to call us to make an appointment for a chat. We're not going to send you a huge bill out of the blue or commit you to something you'll end up paying for, for the rest of your life.

Ring us and tell us what you want from us and we'll see if we can help. Ask us some questions you might like the answers.

We've seen it before and we know we'll see it again. We have actually been there, done that. Pretty sure I've got the tee shirt somewhere.

Your Advisers

Andrew Parkinson

Andrew Parkinson

Managing Director & Practise Manager

Phone: +64 7 578 3863

FSPR No:: 55083

Jonathan York

Jonathan York

Senior Financial Adviser

Phone: +64 7 578 3863

FSPR No:: 42942


07 578 3863

General Email

Postal Address

PO Box 843
Seventh Avenue
Tauranga, 3144

Our Location

Physical Address

Level 1, Office 4
556 Cameron Road
Tauranga, 3112

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Our Latest Videos

Most weeks Jonathan York posts a video discussing recent events and how they might affect New Zealand investors. You'll find the latest here >>:

Weekly Video Commentary

News and Views

Bay Financial Ptners

Scientists Are Racing to Understand the Fury of Tonga’s Volcano https://t.co/2trcr1cnX2

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The information on this site is intended as a guide only. The information is of a general nature and does not and cannot ever constitute personal advice.
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