# Moneytree Financial Services Limited — Public Disclosure Statement

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

- **Version date:** 2026-06-06
- **Source URL:** https://moneytree.co.nz/about-moneytree/
- **Source PDF SHA256:** `10e23f25fa9389bf8802d3f75120c0a7...`
- **Confidence tier:** C (LLM-extracted from PDF)
- **Extracted via:** sonnet-html-v1
- **Ingested:** 2026-06-06
- **Machine-readable facts:** [facts.json](https://financeadvisers.co.nz/api/provider/FSP702531/facts.json)
- **All versions on file:** [filings.json](https://financeadvisers.co.nz/api/provider/FSP702531/filings.json)
- **Authoritative register:** https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP702531

> **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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# About MoneyTree — Public Disclosure Statement

## Financial Advice Provider Details

**MoneyTree Financial Services Limited**
- FSP Number: FSP702531
- Trading as: MoneyTree
- Licensed and regulated by the **Financial Markets Authority (FMA)** to provide financial advice
- Founded: 2010

## Ownership

- **Founder and Managing Director:** Regan Thomas
- **Shareholders:** Regan Thomas and Jamie Thomas

## Scope of Advice

MoneyTree's financial advisers provide financial advice in relation to:

- KiwiSaver
- Home mortgages
- Life insurance
- Health insurance
- Life and disability insurance
- Fire and general insurance

## Product Providers / Panel

MoneyTree only provides financial advice about products from certain providers:

| Advice Area | Providers |
|---|---|
| Mortgages | AIA Home Loans |
| Life and disability insurance | AIA, Asteron Life, Chubb Life, Fidelity Life, Partners Life |
| Health insurance | Accuro, AIA, NIB, Partners Life |
| KiwiSaver | Booster, Generate |

## Duties and Obligations

MoneyTree and its Financial Advisers are bound by the duties of the [Financial Markets Conduct Act](https://www.legislation.govt.nz/act/public/2019/0008/latest/whole.html#DLM7386428) (in particular the Financial Services Legislation Amendment Act 2019, sections 431I, 431K, 431L and 431M) to:

- Meet the standards of competence, knowledge and skill set out in the Code of Conduct
- Give priority to the clients' interest
- Exercise care, diligence and skill
- Meet the standards of ethical behaviour, conduct, and client care set out in the Code of Conduct

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*Note: The website includes links to individual adviser pages (Meet Regan, Meet Ruben, Meet Bryan, Meet Niki) at `https://moneytree.co.nz/meet-the-team/` which may contain individual adviser disclosure statements. A complaints/feedback page is also available at `https://moneytree.co.nz/feedback/`. Fee disclosures, commission disclosures, conflicts of interest, professional indemnity insurance details, and dispute resolution scheme details were not present on this page — they may be contained in linked adviser disclosure documents or sub-pages not provided here.*