# Totara Wealth Management Limited

**FSP FSP561546** · **Nelson** · **registered** · registered 2017-06-18

Totara Wealth Management 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:** Wealth Manager

## Services offered

- Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence
- 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://totara-wealth.squarespace.com/s/FAP-Public-Disclosure-Website-v12.pdf>)
- **kiwisaver** — Public Disclosure Statement, confidence 0.90 (source: <https://totara-wealth.squarespace.com/s/FAP-Public-Disclosure-Website-v12.pdf>)
- **retirement-planning** — Public Disclosure Statement, confidence 0.90 (source: <https://totara-wealth.squarespace.com/s/FAP-Public-Disclosure-Website-v12.pdf>)
- **financial-planning** — Public Disclosure Statement, confidence 0.90 (source: <https://totara-wealth.squarespace.com/s/FAP-Public-Disclosure-Website-v12.pdf>)
- **tax-advice** — Public Disclosure Statement, confidence 0.90 (source: <https://totara-wealth.squarespace.com/s/FAP-Public-Disclosure-Website-v12.pdf>)
- **general-insurance** — Public Disclosure Statement, confidence 0.90 (source: <https://totara-wealth.squarespace.com/s/FAP-Public-Disclosure-Website-v12.pdf>)
- **estate-planning** — Public Disclosure Statement, confidence 0.90 (source: <https://totara-wealth.squarespace.com/s/FAP-Public-Disclosure-Website-v12.pdf>)

**Trading names:** Totara Wealth Management Limited, Totara Wealth Management

**Registered address:** Level 1, 15 Bridge Street,Nelson,Nelson,7010,New Zealand

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP561546>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/adviser/totara-wealth-management-limited-nelson-FSP561546>
- Machine-readable facts: <https://financeadvisers.co.nz/api/adviser/FSP561546/facts.json>
- All advisers in Nelson: <https://financeadvisers.co.nz/advisers/nelson>

*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: 2026-07-04*