# Tella (new Zealand) Limited — Public Disclosure Statement

*Mirror of FAP Public Disclosure Statement filed under FMC Act 2013 s431.*

- **Version date:** 2026-06-01
- **Source URL:** https://tella.co.nz/important-info
- **Source PDF SHA256:** `95f136885028278c0ec71daad3748bf9...`
- **Confidence tier:** C (LLM-extracted from PDF)
- **Extracted via:** sonnet-html-v1
- **Ingested:** 2026-06-01
- **Machine-readable facts:** [facts.json](https://financeadvisers.co.nz/api/provider/FSP1001727/facts.json)
- **All versions on file:** [filings.json](https://financeadvisers.co.nz/api/provider/FSP1001727/filings.json)
- **Authoritative register:** https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP1001727

> **About this document.** FAP Public Disclosure Statements are regulated documents that financial advice providers must publish under the Financial Markets Conduct Act 2013, section 431. The content below is the FA-NZ mirror — machine-parsed from the source PDF on the date shown above. For binding regulatory purposes, refer to the firm's own current publication via the source URL above.

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# Tella (New Zealand) Limited — Public Disclosure Statement & Important Information

---

## Public Disclosure Statement

### IMPORTANT INFORMATION

About Tella (New Zealand) Limited ("**Tella**", "**we**", "**us**", "**our**") and our services.

---

### ABOUT OUR LICENCE

Tella (New Zealand) Limited (trading as "Tella", FSP1001727) holds a licence issued by the Financial Markets Authority to provide financial advice services. Our address is Level 3/100 Mayoral Drive, Auckland 1010.

---

### ABOUT OUR SERVICES

Our services consist of assisting you:

- throughout your home loan journey, from understanding loan products and how lenders work to getting and managing your home loan.
- to identify the right investment funds and investment management companies for your savings and KiwiSaver.

We provide that assistance by:

1. collecting specific information and assessing this to identify types of products and strategies that may be right for you and your particular situation. This is not a regulated financial advice service so it is not provided under our licence.
2. providing options for specific products and product providers once Tella has completed the analysis and incorporated your preferences. This is **regulated financial advice**. You'll have the opportunity to review the information before the application is made to the product provider.
3. presenting your application to product providers and then working with them on your behalf.
4. providing you with financial advice through one of our financial advisers if we think you may need some extra help. That advice will consider your circumstances and the adviser will help you to select the most appropriate product and product provider for you. **This is regulated financial advice.**

The types of financial advice products we provide advice on are:

- home loans for your own home, and for property investment and development purposes.
- Investment funds and KiwiSaver providers located in New Zealand.

We can provide you with access to a wide variety of lenders and investment companies who provide services in New Zealand.

---

### FEES AND HOW WE GET PAID

Our services, including financial advice, are generally provided free of charge. However, in some situations, fees may apply. We will always be transparent about any potential fees before we formalise our working relationship with you.

We receive commissions from product providers when you draw down a loan (mortgage) or invest money with them. In some cases we may receive ongoing (trail) commissions. We may also receive a commission from some product providers if we assist you in restructuring the products you have with them.

#### Home Loans

| Provider | Up Front (%) | Trail (%) | Refix ($) |
|---|:---:|:---:|:---:|
| ANZ | 0.85% | 0.00% | $150 |
| ASB | 0.85% | 0.00% | $150 |
| BNZ | 0.55% | 0.15% | $— |
| Kiwibank | 0.55% | 0.15% | $— |
| Westpac | 0.60% | 0.20% | $— |
| Heartland Bank | 1.50% | 0.00% | $— |
| SBS Bank | 0.80% | 0.00% | $150 |
| The Cooperative Bank | 0.70% | 0.00% | $150 |
| Avanti | 0.80% | 0.00% | $— |
| Basecorp | 1.00% | 0.00% | $— |
| First Mortgage Trust | 1.00% | 0.00% | $— |
| Liberty Financial | 0.60% | 0.15% | $— |
| Pepper Money | 0.60% | 0.15% | $— |
| Resimac | 0.60% | 0.15% | $— |
| Southern Cross Partners | 1.00% | 0.00% | $— |
| Unity Money | 1.00% | 0.00% | $— |

#### KiwiSaver / Managed Funds

| Provider | Up Front | Trail (% of balance) |
|---|:---:|:---:|
| Generate | up to $300 (tiered based on balance) | 0.25% p.a. |
| Kernel | $— <sup>A</sup> | $— <sup>B</sup> |
| Milford | $— <sup>A</sup> | $— <sup>C</sup> |
| Pathfinder | up to $150 (tiered based on balance) | up to 0.25% p.a. |

> <sup>A</sup> Initial advice fee of up to $300 may apply.
> <sup>B</sup> Ongoing service fee of up to 0.25% p.a. of balance may apply.
> <sup>C</sup> Ongoing service fee of up to 0.25% p.a. of balance may apply, of which you may receive up to 0.20% from Milford as a rebate.

---

### OUR DUTIES

We and our advisers are bound by duties at law when we provide services to you including to:

- Give priority to your interests.
- Exercise care, diligence, and skill.
- Meet the standards of competence, knowledge, and skill set out in the Code of Professional Conduct for Financial Advice Services.
- Meet the standards of ethical behaviour, conduct, and client care set out in the Code of Professional Conduct for Financial Advice Services.

Our advisers are:

- Jose George (FSP 1007549)
- Jodi Stevenson (FSP 1009754)
- Jessica Sen (FSP 1009954)
- Rani Nalam (FSP 758851)

For Mortgages, we work with numerous lenders, investment and KiwiSaver providers and insurance companies. For a full list of our providers please see the Providers and Affiliates list below.

---

### COMPLAINTS PROCESS

If you have a complaint about our service, you can contact our internal complaints service by phone at **0800 4 TELLA (83552)** or email us at [help@tella.co.nz](mailto:help@tella.co.nz). We will work with you to resolve your complaint. We may want to meet with you to better understand your concerns. We aim to resolve your complaint within **10 working days** of receiving it. However, if we need more time, we'll let you know within the 10-working day period.

If we cannot resolve your complaint to your satisfaction, and if the complaint relates to regulated financial advice provided to you by us (or on our behalf), you can contact **Financial Services Complaints Ltd (FSCL)** within 3 months of receiving our decision letter in response to your complaint. This service is independent, will cost you nothing, and may help to investigate or resolve the complaint. You can get in touch with FSCL by:

- Email: [complaints@fscl.org.nz](mailto:complaints@fscl.org.nz)
- Phone: 0800 347 257
- Post: FSCL, PO Box 5967, Wellington 6140, New Zealand

---

---

## Website Terms & Conditions

*Last updated: 8th March 2022*

The following terms and conditions ("**Terms**") apply to your use of Tella (New Zealand) Ltd's ("**Tella**", "**we**", "**us**", "**our**") website at [www.tella.co.nz](http://www.tella.co.nz) ("**Website**"). Our current Privacy Policy forms part of these Terms. These Terms (including the Privacy Policy) form the entire agreement between us and you relating to the Website and your use of it.

By accessing and using the Website:

- you agree to these Terms; and
- where your access and use is on behalf of another person (e.g. a company), you confirm that you are authorised to, and do in fact, agree to these Terms on that person's behalf and that, by agreeing to these Terms on that person's behalf, that person is bound by these Terms.

If you do not agree to these Terms, you are not authorised to access and use the Website, and you must immediately stop doing so.

We may change these Terms at any time by updating them on the Website. Unless stated otherwise, any change takes effect immediately. You are responsible for ensuring you are familiar with the latest Terms.

### 1. WEBSITE ACCESS & CONTENT

**1.1** Tella is a licensed financial advice provider. The Website does not provide financial advice and is not an offer to advise you. Sending any communication to us will not impose any obligation on us or any of our financial advisers except where you agree to our separate service terms.

**1.2** We may change, suspend, discontinue, or restrict access to, the Website at any time (whether with respect to you or users generally) without notice or liability.

**1.3** The content and tools (including the results of the tools) on the Website are provided for general information only. The content and tools are provided free of charge and:

> **(a)** do not constitute financial or other professional advice;
> **(b)** are not guaranteed to be free of error or omissions;
> **(c)** are not an endorsement or recommendation of any kind including regarding the value or suitability of any particular course of action or transaction;
> **(d)** are not endorsed or underwritten by any third party. You should obtain professional or specialist advice before taking, or refraining from taking, any action in relation to such content or tools.

**1.4** Any links to third party websites are provided for convenience only. The inclusion of a link does not imply any endorsement or verification of the content by us. Responsibility for the content and privacy practices of any linked websites rests solely with the owners of those sites.

### 2. YOUR OBLIGATIONS

**2.1** You must provide true, current and complete information in your dealings with us (including when setting up an account), and must promptly update that information as required so that the information remains true, current and complete.

**2.2** You must:

> **(a)** keep secure the User ID given to you by Tella;
> **(b)** not act in a way, or use or introduce anything (including any virus, worm, Trojan horse, time-bomb, keystroke logger, spyware or other similar feature) that in any way compromises, or may compromise, the Website or any Underlying System, or otherwise attempt to damage or interfere with the Website or any Underlying System;
> **(c)** not act in any way that is unlawful or fraudulent (whether or not intentional) or for the purpose of harming an individual or other person in any way; and
> **(d)** unless with our agreement, access the Website via standard web browsers only and not by any other method. Other methods include scraping, deep-linking, harvesting, data mining, automation, or any similar data gathering, extraction or monitoring method.

**2.3** You must obtain our written permission to establish a link to our Website.

**2.4** You indemnify us against all Loss we suffer or incur as a direct or indirect result of your failure to comply with these Terms, except to the extent the Loss is caused by our fraud or dishonesty.

### 3. INTELLECTUAL PROPERTY RIGHTS

**3.1** We (and our licensors) own all proprietary and intellectual property rights in the Website (including all information, data, text, graphics, artwork, photographs, logos, icons, sound recordings, videos and look and feel), and the Underlying Systems.

**3.2** You must not use any part of the content or functions on the Website for, or in connection with, providing products or services to third parties for the purpose of any business, profession, trade or undertaking (whether or not carried on with the intention of making a profit) except with our prior written consent.

**3.3** You agree that we can hold and use all information and documents you provide to us (via or in connection with the Website) for the purposes of the Website and as otherwise disclosed in our privacy policy.

### 4. WEBSITE LIMITATIONS

**4.1** Any calculators on the Website use general assumptions only so may not hold true when an application is finalised. These tools, as well as the guides on the Website, are provided for information purposes only and are intended to be general in nature.

**4.2** Any link on the Website to other sites does not imply any endorsement, approval or recommendation of, or responsibility for, those sites or their contents, operations, products or operators.

**4.3** To the maximum extent permitted by law, we and our licensors have no liability or responsibility to you or any other person for any Loss you suffer or incur in connection with your use of the Website including in connection with:

> **(a)** the Website being unavailable (in whole or in part) or performing slowly;
> **(b)** any error in, or omission from, any information or results made available through the Website;
> **(c)** any exposure to viruses or other forms of interference which may damage your computer system or expose you to fraud when you access or use the Website. To avoid doubt, you are responsible for ensuring the process by which you access and use the Website protects you from this; and
> **(d)** any site linked from the Website.

**4.4** We make no representation or warranty that the Website is appropriate or available for use in all countries or that the content satisfies the laws of all countries. You are responsible for ensuring that your access to and use of the Website is not illegal or prohibited, and for your own compliance with applicable local laws.

### 5. LIABILITY EXCLUSION

**5.1** To the maximum extent permitted by law:

> **(a)** access and use of the Website is at your own risk; and
> **(b)** we are not liable or responsible to you or any other person for any Loss under or in connection with these Terms, the Website, or your access and use of (or inability to access or use) the Website. This exclusion applies regardless of whether our liability or responsibility arises in contract, tort (including negligence), equity, breach of statutory duty, or otherwise.

**5.2** Except to the extent permitted by law, nothing in these Terms has the effect of contracting out of the New Zealand Consumer Guarantees Act 1993 or any other consumer protection law that cannot be excluded. To the extent our liability cannot be excluded but can be limited, our liability is limited to NZD100.

**5.3** To the maximum extent permitted by law, and only to the extent clauses 5.1 and 5.2 of these Terms do not apply, our total liability to you under or in connection with these Terms, or in connection with the Website, or your access and use of (or inability to access or use) the Website, must not exceed NZD100.

### 6. GENERAL

**6.1** Without prejudice to any other right or remedy available to us, if we consider that you have breached these Terms or we otherwise consider it appropriate, we may immediately, and without notice, suspend or terminate your access to the Website (or any part of it). On suspension or termination, you must immediately cease using the Website and must not attempt to gain further access.

**6.2** If we need to contact you, we may do so by email, another reasonable method or by posting a notice on the Website. You agree that this satisfies all legal requirements in relation to written communications.

**6.3** These Terms, and any dispute relating to these Terms or the Website, are governed by and must be interpreted in accordance with the laws of New Zealand. Each party submits to the non-exclusive jurisdiction of the Courts of New Zealand in relation to any dispute or other matter connected with these Terms or the Website.

**6.4** For us to waive a right under these Terms, the waiver must be in writing.

**6.5** Clauses which, by their nature, are intended to survive termination of these Terms, including clauses 2.4, 3, 4, 5 and 7, continue in force.

**6.6** If any part or provision of these Terms is or becomes illegal, unenforceable, or invalid, that part or provision is deemed to be modified to the extent required to remedy the illegality, unenforceability or invalidity. If a modification is not possible, the part or provision must be treated for all purposes as severed from these Terms. The remainder of these Terms will be binding on you.

**6.7** These Terms set out everything agreed by the parties relating to your use of the Website and supersede and cancel anything discussed, exchanged or agreed prior to you agreeing to these Terms. To the maximum extent by law, you confirm that you have not relied on any representation, warranty or agreement relating to the Website that is not expressly set out in the Terms, and that no such representation, warranty or agreement has any effect from the date you agreed to (or are deemed to have agreed to) these Terms.

### 7. DEFINITIONS

**7.1** In these Terms:

**including** and similar words do not imply any limit.

**Loss** includes loss of profits, savings, revenue or data, and any other claim, damage, loss, liability, and cost (including legal costs on a solicitor and own client basis).

**Underlying System** means any network, system, software, data or material that underlies or is connected to the Website.

**User ID** means a unique name and/or password allocated to you to allow you to access certain parts of the Website.

---

---

## Privacy Policy

*Last updated: 20 April 2026*

### INTRODUCTION

This Privacy Policy explains how Tella (New Zealand) Limited ("**Tella**", "**we**", "**us**", "**our**") collects, uses, discloses and protects personal information. We comply with the Privacy Act 2020 and its amendments (the Act) when dealing with personal information. Personal information is information about an identifiable individual (a natural person).

You are not required to provide the personal information that we request, but if you choose not to do so, in many cases we will not be able to provide our services.

We may update this policy from time to time. The updated policy will apply from the date that it is available on our website at [www.tella.co.nz](http://www.tella.co.nz). Unless stated otherwise, any change takes effect immediately. You are responsible for ensuring you are familiar with the latest privacy policy.

Your privacy is important to us. We respect your right to privacy and your right to view and update the personal information which we hold about you. We are committed to protecting your privacy when you visit our website, use our services or deal with us in any other way.

We will only collect your personal information in accordance with the Privacy Act 2020 and this Privacy Policy. As an existing or prospective client or as a website user, you are consenting to this Privacy Policy.

### HOW WE COLLECT PERSONAL INFORMATION

We collect personal information about you from you when you provide information to us through our website (including when using our online tools and when accessing our services), sign up for a Tella account, when you contact us (e.g. through our website or email), or when we provide services to you. We may also collect your Internet Protocol (IP) address, location and the web browser you use when you visit our website (we use some third-party tools to help us collect, analyse and store that information, including Google Analytics). We may also collect information from third parties including from your advisers, your current lender and credit reporting agencies.

### HOW WE USE PERSONAL INFORMATION

We collect personal information for the following purposes:

- to create your Tella account;
- to provide our website tools, and our services, to you (and to assist in improving our services);
- to respond to communications from you;
- in connection with defending, protecting and/or enforcing our legal rights and interests including defending a complaint, claim or other action;
- to conduct research and statistical analysis (on an anonymised basis);
- to undertake credit checks on you (if necessary);
- to analyse and understand how people use and experience our website;
- to comply with our obligations at law and to support us to engage with relevant regulators;
- for any other purpose authorised by you or the Act.

**Newsletters and other notices:** It is our policy to send communications to all Tella clients to keep you updated with information that we believe is relevant to you. In addition, we may send promotional material to you regarding new or amended material where we think it may be relevant to you. You can choose not to receive information about our services. Click unsubscribe at the bottom of the email or email [help@tella.co.nz](mailto:help@tella.co.nz) or tell your Tella adviser if you don't want information about other services we offer.

### WHO WE DISCLOSE PERSONAL INFORMATION TO

We may disclose your personal information to:

- any business that supports provision of our services (including related companies, information technology service providers, data centres, lawyers, accountants);
- lenders in connection with assisting you to apply for and to administer loans (and related security), and to renew, vary, replace or exit/end loans (and related security);
- third parties noted above in order to obtain relevant information;
- regulatory bodies including the Financial Markets Authority (whether or not required by law);
- lawyers and other professionals, and our insurers (and their advisers), in connection with defending, protecting and/or enforcing our legal rights & interests;
- debt collection or credit reporting agencies;
- any other person authorised by you, or by the Act or another law.

**Indirect disclosure of your personal information:** You acknowledge that your personal information has or can be disclosed to additional third parties (receiving partners, e.g. banks) working with Tella and Tella advisers. This may also include credit and reporting agencies or other entities the receiving partner(s) work with when considering the application for their products and services, which cannot exceed what is permitted by law or beyond the original purpose of information. For a full list of possible recipients of your personal information, please see the Providers and Affiliates list below.

Additionally, if trusts are involved, we may disclose certain personal information of beneficiaries to third parties as noted above.

A business that supports provision of our services may be located outside New Zealand. This may mean that personal information is held and processed outside New Zealand.

### HOW WE PROTECT PERSONAL INFORMATION

We will take steps that are reasonable in the circumstances to keep personal information safe from loss and from unauthorised access, use, modification or disclosure.

We are not responsible for the privacy or security practices of any third party, including the lenders we are permitted to disclose your personal information to, in accordance with this policy, the Privacy Act or any other relevant laws.

Tella is required to retain personal information in relation to clients by several New Zealand laws, for example the Financial Markets Conduct Act 2013. We usually hold personal information for at least 7 years although we may keep certain information for longer even if you're no longer a client.

### ACCESSING AND CORRECTING PERSONAL INFORMATION

Subject to certain grounds for refusal set out in the Act, you have the right to access personal information that we hold about you and to request a correction to that personal information. We can be contacted:

- **Phone:** 0800 4 TELLA (83552)
- **Email:** [help@tella.co.nz](mailto:help@tella.co.nz)

### INTERNET USE AND THIRD-PARTY WEBSITES

While we take reasonable steps to maintain secure internet connections, if you provide us with personal information over the internet, the provision of that information is at your own risk.

If you follow a link on our website to another site, the owner of that site will have its own privacy policy relating to your personal information. We recommend that the site's privacy policy is reviewed before any personal information is provided.

If we believe that there has been a privacy breach, we will identify the issue and take steps to minimise harm to you. If we believe the breach has caused, or is likely to cause serious harm, we will contact the Office of the Privacy Commissioner. We will also contact clients who may be affected by the breach.

### PRIVACY COMMISSIONER

If you are not satisfied with our response to any privacy related matter you may have, you can contact the Privacy Commissioner at:

> Office of the Privacy Commissioner
> PO Box 10-094
> Wellington, New Zealand
> Phone: 04 474 7590
> Email: [enquiries@privacy.org.nz](mailto:enquiries@privacy.org.nz)

---

---

## How to Make a Complaint

### COMPLAINTS PROCESS

If you have a complaint about our service, you can contact our internal complaints service by phone at **0800 4 TELLA (83552)** or email us at [help@tella.co.nz](mailto:help@tella.co.nz). We will work with you to resolve your complaint. We may want to meet with you to better understand your concerns. We aim to resolve your complaint within **10 working days** of receiving it. However, if we need more time, we'll let you know within the 10-working day period.

If we cannot resolve your complaint to your satisfaction, and if the complaint relates to regulated financial advice provided to you by us (or on our behalf), you can contact **Financial Services Complaints Ltd (FSCL)** within 3 months of receiving our decision letter in response to your complaint. This service is independent, will cost you nothing, and may help to investigate or resolve the complaint. You can get in touch with FSCL by:

- Email: [complaints@fscl.org.nz](mailto:complaints@fscl.org.nz)
- Phone: 0800 347 257
- Post: FSCL, PO Box 5967, Wellington 6140, New Zealand

---

---

## Providers and Affiliates

### Lenders

| Provider (Lender) | Web Address |
|---|:---:|
| ANZ | [www.anz.co.nz](http://www.anz.co.nz) |
| ASB | [www.asb.co.nz](http://www.asb.co.nz) |
| BNZ | [www.bnz.co.nz](http://www.bnz.co.nz) |
| Co-operative Bank | [www.co-operativebank.co.nz](http://www.co-operativebank.co.nz) |
| Heartland Bank | [www.heartland.co.nz](http://www.heartland.co.nz) |
| Kiwibank | [www.kiwibank.co.nz](http://www.kiwibank.co.nz) |
| SBS | [www.sbsbank.co.nz](http://www.sbsbank.co.nz) |
| TSB | [www.tsb.co.nz](http://www.tsb.co.nz) |
| Westpac | [www.westpac.co.nz](http://www.westpac.co.nz) |
| ASAP Finance | [www.asapfinance.co.nz](http://www.asapfinance.co.nz) |
| Avanti Finance | [www.avanti.co.nz](http://www.avanti.co.nz) |
| Bank of Baroda | [www.bankofbaroda.co.nz](http://www.bankofbaroda.co.nz) |
| Bank of China | [www.bochk.com/en/nz.html](http://www.bochk.com/en/nz.html) |
| Basecorp Finance | [www.basecorp.co.nz](http://www.basecorp.co.nz) |
| CFML | [www.cfml.co.nz](http://www.cfml.co.nz) |
| China Construction Bank | [www.ccbnz.co.nz](http://www.ccbnz.co.nz) |
| Cressida Capital | [www.cressidacapital.co.nz](http://www.cressidacapital.co.nz) |
| DBR | [www.dbr.co.nz](http://www.dbr.co.nz) |
| HSBC | [www.hsbc.co.nz](http://www.hsbc.co.nz) |
| Liberty Financial | [www.libertyfinance.co.nz](http://www.libertyfinance.co.nz) |
| Pepper Money | [www.peppermoney.co.nz](http://www.peppermoney.co.nz) |
| Resimac | [www.resimac.co.nz](http://www.resimac.co.nz) |
| Southern Cross | [www.scpartners.co.nz](http://www.scpartners.co.nz) |
| Unity | [www.unitymoney.co.nz](http://www.unitymoney.co.nz) |
| First Mortgage Trust | [www.firstmortgage.co.nz](http://www.firstmortgage.co.nz) |
| Prospa | [www.prospa.co.nz](http://www.prospa.co.nz) |
| Funding Partners | [www.fundingpartners.co.nz](http://www.fundingpartners.co.nz) |
| AIA Go Home Loans | [www.aia.co.nz](http://www.aia.co.nz) |
| Pallas Capital | [www.pallascapital.com.au](http://www.pallascapital.com.au) |
| Lock Finance | [www.lockfinance.co.nz](http://www.lockfinance.co.nz) |
| NZCU | [www.nzcu.co.nz](http://www.nzcu.co.nz) |
| Simplify | [www.simplify.co.nz](http://www.simplify.co.nz) |
| Go Lend | [www.golend.co.nz](http://www.golend.co.nz) |
| Line Capital | [www.linecapital.co.nz](http://www.linecapital.co.nz) |
| Clevermoney | [www.clevermoney.co.nz](http://www.clevermoney.co.nz) |
| Zip | [www.zip.co.nz](http://www.zip.co.nz) |
| Plus Finance | [www.plusfinance.co.nz](http://www.plusfinance.co.nz) |
| Xceda Finance | [www.xceda.co.nz](http://www.xceda.co.nz) |
| GEM | [www.gemfinance.co.nz](http://www.gemfinance.co.nz) |
| Challenger NZ | [www.challenger.com](http://www.challenger.com) |
| New Zealand Mortgages and Securities | [www.nzms.co.nz](http://www.nzms.co.nz) |
| Fico Finance | [www.ficofinance.co.nz](http://www.ficofinance.co.nz) |
| Finbase | [www.finbase.co.nz](http://www.finbase.co.nz) |
| Welcome | [www.welcome.co.nz](http://www.welcome.co.nz) |
| Vincent Capital | [www.vincentcapital.co.nz](http://www.vincentcapital.co.nz) |
| Tessera Finance | [www.tesserafinance.co.nz](http://www.tesserafinance.co.nz) |
| Property Funding | [www.propertyfunding.co.nz](http://www.propertyfunding.co.nz) |
| Reesby & Co (Spinnaker Capital) | [www.spinnakercapital.co.nz](http://www.spinnakercapital.co.nz) |
| Tasman Property Finance | [www.tasmanpropertyfinance.co.nz](http://www.tasmanpropertyfinance.co.nz) |
| MWM Finance | [www.mwmfinance.co.nz](http://www.mwmfinance.co.nz) |
| Partners Finance | [www.partnersfinance.co.nz](http://www.partnersfinance.co.nz) |
| Oxford Finance | [www.oxfordfinance.co.nz](http://www.oxfordfinance.co.nz) |
| Castle Finance | [www.castlefinance.co.nz](http://www.castlefinance.co.nz) |
| Killarney Capital | [www.killarneycapital.co.nz](http://www.killarneycapital.co.nz) |
| Merricks | [www.merrickscapital.com](http://www.merrickscapital.com) |
| Norfolk Mortgage Trust | [www.norfolktrust.co.nz](http://www.norfolktrust.co.nz) |
| PAG Asia | [www.pag.com](http://www.pag.com) |
| ABComm | [www.abcomm.co.nz](http://www.abcomm.co.nz) |
| Gubb and Hardy | [www.gubbhardy.co.nz](http://www.gubbhardy.co.nz) |
| Omega Capital | [www.omegacapital.co.nz](http://www.omegacapital.co.nz) |
| Foy and Halse | [www.foyhalse.co.nz](http://www.foyhalse.co.nz) |
| Pearlfisher | [www.pearlfisher.co.nz](http://www.pearlfisher.co.nz) |
| Bridge Finance | [www.bridgefinance.co.nz](http://www.bridgefinance.co.nz) |

### Wealth Providers

| Provider (Wealth) | Web Address |
|---|:---:|
| SBS Wealth | [www.sbsbank.co.nz/investments](http://www.sbsbank.co.nz/investments) |
| Generate | [www.generatewealth.co.nz](http://www.generatewealth.co.nz) |
| Amova (Goal