Who is Planwise Limited?
Planwise Limited is a financial adviser, based in Mount Maunganui, appointed under the Financial Advice Provider Planwise Limited, and has been registered on the FSPR for 5 years.
PL
Planwise Limited
Financial Adviser at Planwise Limited
About Planwise Limited
How is Planwise Limited regulated?
Planwise Limited is registered on the Financial Service Providers Register (FSPR)as FSP772512, with first registration in 2021. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Planwise Limited specialise in?
Planwise Limited provides financial advice covering Financial Adviser. Refer to Planwise Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.
Areas of Expertise
Source-tagged specialties. Hover for source & confidence. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.
Financial Adviser
Financial Advice Provider
Planwise Limited
Registration Details
Registered Since
March 2021
Dispute Resolution
Financial Services Complaints Limited
Registration Status
registered
Verify on FSPR
View on FSPRSource: FSPR · synced 15 August 2025 · Report incorrect info
Contact Planwise Limited
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Phone
Not available
Not available
Website
Not available
Address
11 Maunganui Road,Mount Maunganui,Mount Maunganui,3116,New Zealand
Professional Details
Provider: Planwise Limited
FSP Number: 772512
DRS: Financial Services Complaints Limited
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Work History
Financial Adviser
Planwise Limited
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