Transact Wealth Group

Nestled in the heart of Bay of Plenty, Transact Wealth Group has been a trusted beacon for comprehensive financial services since its inception. Over the years, we've cultivated deep roots within our community, growing not just as a business, but as a group of dedicated individuals passionate about empowering our clients to thrive financially. Our story begins with a simple belief that everyone deserves access to expert financial guidance—whether you're navigating the complexities of business finance or seeking personal loan solutions tailored to your needs. We understand that every individual and business has unique financial goals, which is why we've honed our expertise in financial planning, investments, debt consolidation, and portfolio management. At Transact Wealth Group, we believe that the foundation of a strong financial future lies in building meaningful relationships based on trust, transparency, and mutual respect. When you step into our office, you're not just another client—you're family. And as your financial partner, we take pride in walking alongside you as you strive to achieve your financial aspirations. With a team of seasoned professionals who possess an unparalleled depth of knowledge and expertise, we are well-equipped to help navigate the ever-changing financial landscape. We understand that the world of finance can often feel overwhelming, but with our personalized approach and commitment to your success, you can rest assured that you're in capable hands. Whether you're a seasoned investor or just starting out on your financial journey, Transact Wealth Group is here to help you grow, protect, and preserve your wealth for generations to come. So if you're ready to take the next step towards financial freedom, we invite you to join us in our shared pursuit of prosperity. Together, let's create a future that's rich with possibilities—right here, in the Bay of Plenty.