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

Jonathan York
Senior Adviser and Authorised Financial Adviser (FSP42942)

07 578 3863
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Andrew Parkinson
Managing Director and Registered Financial Advisor (FSP55083)
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Phone

07 578 3863

Email

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Postal Address

PO Box 843
Tauranga, 3144

Our Location

Physical Address

Level 1, Office 4
556 Cameron Road
Tauranga, 3110

Search our Site

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Our Latest Video

Most weeks Jonathan York posts a video discussing recent events and how they might affect New Zealand investors.

Bay Financial Partners Latest Weekly Video Commentary Bay Financial Partners Latest Weekly Video Commentary
Duration: 689
Date: September 18, 2019
Views: 3
Bay Financial Partners Latest Weekly Video Commentary Bay Financial Partners Latest Weekly Video Commentary
Duration: 639
Date: September 11, 2019
Views: 2
Bay Financial Partners Latest Weekly Video Commentary Bay Financial Partners Latest Weekly Video Commentary
Duration: 661
Date: September 4, 2019
Views: 12
Bay Financial Partners Latest Weekly Video Commentary Bay Financial Partners Latest Weekly Video Commentary
Duration: 593
Date: August 21, 2019
Views: 0
Bay Financial Partners Latest Weekly Video Commentary Bay Financial Partners Latest Weekly Video Commentary
Duration: 628
Date: August 14, 2019
Views: 0
Bay Financial Partners Latest Weekly Video Commentary Bay Financial Partners Latest Weekly Video Commentary
Duration: 550
Date: August 1, 2019
Views: 1
Bay Financial Partners Latest Weekly Video Commentary Bay Financial Partners Latest Weekly Video Commentary
Duration: 529
Date: July 24, 2019
Views: 7
Bay Financial Partners Latest Weekly Video Commentary Bay Financial Partners Latest Weekly Video Commentary
Duration: 486
Date: July 17, 2019
Views: 3

News and Views

Bay Financial Ptners

Independent review says NZ Super Fund is operating at global best practice level https://t.co/l5bT9JxJH9

3 days, 52 minutes ago Reply Retweet Favorite
Bay Financial Ptners

Behind the lithium market meltdown https://t.co/CIRLAB1nMR

3 days, 4 hours ago Reply Retweet Favorite
Bay Financial Ptners

APIs – what you need to know now https://t.co/jEIQOnxgvv

5 days, 4 hours ago Reply Retweet Favorite
Bay Financial Ptners

My 10 biggest investment management lessons https://t.co/yLqZwIdt4p

7 days, 52 minutes ago Reply Retweet Favorite
Bay Financial Ptners

Most investors are wrong on dividend yield as income https://t.co/ZBA16toAzm

7 days, 4 hours ago Reply Retweet Favorite

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.
Adviser Disclosure Statements are available on request and free of charge.
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