Jarden Wealth Management

Tauranga Office

Expert Wealth Management Services in Tauranga

At Jarden, we pride ourselves on offering tailored wealth management solutions to meet your financial needs. Our Tauranga office is dedicated to providing exceptional service to individuals, families and businesses in the Bay of Plenty region.

Why choose Jarden Tauranga?

Local expertise: Our Tauranga office is staffed with experienced financial advisers who understand the local market dynamics and opportunities. 

Proven track record: Jarden has a long-standing reputation for excellence in wealth management, helping clients achieve their financial goals since 1961.

Client-centric approach: We priortise your financial well-being, offering personalised service and expert advice tailored to your specific needs.

Comprehensive Wealth Management Services

Investment Management

We provide strategic investment advice, leveraging our market knowledge to help grow and protect your wealth.

Retirement Planning

Prepare for a secure future with our retirement planning services, ensuring you have a stable and comfortable retirement. 

CONTACT US

Visit us at
Level 2, 
41 The Strand, 
Tauranga 3141

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Meet the Tauranga Team

Our Tauranga team comprises seasoned professionals committed to delivering top-tier wealth management services. Meet our advisers and learn how they can help you achieve your financial goals.

Sally Ward

Wealth Management Associate.

Sally is a Wealth Management Associate based in Tauranga, providing support to teams across Tauranga, Cambridge, and Gisborne.

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Sarah Ashby

Wealth Management Adviser.

With almost 20 years of experience in financial services, Sarah is passionate about building relationships with her clients to understand and work towards what they want to achieve with their investments.

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Simon Bradley

Wealth Management Adviser.

Simon is a Wealth Management Adviser in our Tauranga office. Prior to joining Jarden, he spent 18 years working in financial markets in Europe and Asia, with trading roles at Gartmore and Morgan Stanley.

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Cambridge Office

The “Town of Champions” is at the heart of Jarden’s strategic growth area: the Waikato, Bay of Plenty and Taranaki regions.

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Gisborne Office

Gisborne is Jarden’s newest office, established in 2022. With a focus on Wealth Management, we serve a diverse range of clients including individuals, family offices, charitable trusts and private investment funds from across the Gisborne Region and around the central North Island.

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