Camelot BOP

102 Eleventh Avenue, Tauranga South, Tauranga City, Bay of Plenty

Physical address

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Investment and financial planning services. Making investing easy Improving your long-term lifestyle

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Telephone (07) 578 5975

Fax (07) 578 5982

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ABOUT US
CONTACT

Camelot is a nation wide financial services organisation with offices in most New Zealand cities. All Camelot advisers are Registered Financial Advisers and belong to the Institute of Financial Advisers. Many are aslo both Authorised Financial Advisers (AFA)and Certified Financial Planners (CFP).
We offer advice on personal insurance matters, KiwiSaver, investments and UK pension transfers.
For serious investors, we offer a fee based service for investment portfolio advice, and any commission received is paid into the clients investment account.

There is no charge for the initial introductory meeting.

A free disclosure statement is available on request.

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Products/Services

Financial Planning - Fee based
Investment Advice - Fee based
Personal Insurance
Kiwi Saver
Retirement Planning
UK Pension transfers

Business Hours

Mon: 8:30am – 5:00pm
Tue: 8:30am – 5:00pm
Wed: 8:30am – 5:00pm
Thu: 8:30am – 5:00pm
Fri: 8:30am – 5:00pm
Sat: Closed
Sun: Closed

Parking

provided

Established

2008

Size

5 - 49 Employees

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