# Planwise Limited **FSP FSP772512** · **Mount Maunganui** · **registered** · registered 2021-03-17 Planwise Limited is an entity registered on the New Zealand Financial Service Providers Register. **Licence type:** Licensed **Dispute resolution scheme:** Financial Services Complaints Limited **Display specialty:** Financial Adviser ## Services offered - Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence ## Specialties (source-tagged) Each specialty below carries its data source + confidence. Cascade: self-attest 1.00 > PDS 0.90 > PDS-inherited 0.85 > AI-classified 0.70. For binding regulatory statements refer to the source link. - **life-insurance** — AI-classified from website, confidence 0.70 (source: ) - **trauma-insurance** — AI-classified from website, confidence 0.70 (source: ) - **income-protection** — AI-classified from website, confidence 0.70 (source: ) - **business-insurance** — AI-classified from website, confidence 0.70 (source: ) - **general-insurance** — AI-classified from website, confidence 0.70 (source: ) **Trading names:** Planwise Limited, Planwise Financial Services Limited, Planwise Limited **Registered address:** 11 Maunganui Road,Mount Maunganui,Mount Maunganui,3116,New Zealand ## Verify - FSPR register: - HTML profile on FA-NZ: - Machine-readable facts: - All advisers in Mount Maunganui: *FinanceAdvisersNZ is a directory mirror of public FSPR data. We do not regulate, vet, or endorse advisers, and we do not provide financial advice. For binding regulatory purposes refer to the FSPR record linked above.* *Last refreshed: 2026-07-09*