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Business Description

Who is Money Managers Ltd?


Money Managers Ltd is one of New Zealand's leading professional financial advisory organisations.  In recent years, Money Managers has moved to a comprehensive financial advice model, handling all aspects of a financial plan, including insurance, estate planning and investments.


Money Managers has 50 offices throughout New Zealand and $2 billion under advice on behalf of 35,000 New Zealanders.


What does Money Managers Ltd do?

Money Managers focuses on the creation and maintenance of long-term financial plans for New Zealanders and their families through the generations. Our depth of experience and expertise in financial planning is exceptional, beginning with the advisers and support staff at your local Money Managers office, stretching across the country through its franchise network and around the world through its strategic partners, product providers and fund managers.


Why was Money Managers Ltd created?

Money Managers was created in 1985 as a result of concern for investors as the range of investment products and services burgeoned during the 1980's. Money Managers was built with a simple philosophy; to provide good investment advice in plain, easy to understand language, based on the needs of the investor.


Money Managers focuses on the creation and maintenance of long-term financial plans for New Zealanders and their families through the generations. Our depth of experience and expertise in financial planning is exceptional, beginning with the advisers and support staff at your local Money Managers office, stretching across the country through its franchise network and around the world through its strategic partners, product providers and fund managers.

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Contact Details
Money Managers - Tauranga South
PO Box 9336
Greerton
Tauranga 3142
Phone : (07) 578 4211
Fax : (07) 578 4212
Mobile : (021) 632 740
Contact Person
Martin Visser
(07) 578 4211
Physical Address
2/212 Chadwick Road
Greerton
Tauranga 3112
Specialising in
  • Investment Advice
  • Retirement Planning & Kiwisaver
  • Trusts, Wills & Asset Protection
  • Home Equity Release Schemes
  • Insurance
Qualifications & Experience
  • BMS (hons)
  • 20 Years Experience in the Finance Industry
  • 7 Years Experience in Investment Advice
Hours of Business
Mon - Fri: 9:00 AM - 5:00 PM
Visit our website
Service Areas
  • Avenues East
  • Avenues West
  • Gate Pa
  • Greerton
  • Hairini
  • Maungatapu
  • Ohauiti
  • Oropi
  • Parkvale
  • Poike
  • Pyes Pa
  • Tauranga South
  • Tauriko
  • Welcome Bay
  • Windermere
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