# Polson Higgs Wealth Management Limited

**FSP FSP26381** · **Dunedin** · **registered** · registered 2010-11-23

Polson Higgs Wealth Management Limited is an entity registered on the New Zealand Financial Service Providers Register.

**Licence type:** Licensed
**Dispute resolution scheme:** Insurance & Financial Services Ombudsman Scheme Inc.
**Display specialty:** Wealth Manager

## Services offered

- Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence
- Keeping
- investing
- administering
- or managing money
- securities
- or investment portfolios on behalf of other persons
- DIMS provider - licensed - Licensee

## 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.

- **investments** — Public Disclosure Statement, confidence 0.90 (source: <https://www.phwealth.co.nz/disclosures-policies/service-disclosure-statement/>)
- **financial-planning** — Public Disclosure Statement, confidence 0.90 (source: <https://www.phwealth.co.nz/disclosures-policies/service-disclosure-statement/>)

**Trading names:** Polson Higgs Wealth Management Limited, Phwealth

**Registered address:** 139 Moray Place,Dunedin Central,Dunedin,9016,New Zealand

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP26381>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/adviser/polson-higgs-wealth-management-limited-dunedin-FSP26381>
- Machine-readable facts: <https://financeadvisers.co.nz/api/adviser/FSP26381/facts.json>
- All advisers in Dunedin: <https://financeadvisers.co.nz/advisers/dunedin>

*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: 2026-07-01*