# Fsg Wealth Limited — Public Disclosure Statement

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

- **Version date:** 2026-06-06
- **Source URL:** https://fsgwealth.co.nz/our-disclosures/
- **Source PDF SHA256:** `c343410487b68123c047fdfb91c2bf9a...`
- **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/FSP717291/facts.json)
- **All versions on file:** [filings.json](https://financeadvisers.co.nz/api/provider/FSP717291/filings.json)
- **Authoritative register:** https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP717291

> **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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# FSG Wealth Limited — Public Disclosure Statement

**FSG Wealth Limited** | FSP717291
**Email:** info@fsgwealth.co.nz | **Phone:** +09 921 7653

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## Our Disclosures

### 1. Licence Status and Conditions

FSG Wealth Limited (FSP717291) holds a full licence issued by the Financial Markets Authority (FMA) to provide Financial Advice.

**Our Duties**

FSG Wealth and anyone who gives financial advice on our behalf have duties under the Financial Markets Conduct Act 2013 relating to the way that we give advice. We are required to:

- Give priority to your interests by taking reasonable steps to make sure our advice isn't materially influenced by our own interests.
- Exercise care, diligence, and skill in providing you with advice.
- Meet standards of competence, knowledge, and skill set by the Code of Professional Conduct for Financial Advice Services.
- Meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services.

This is only a summary of our duties. More information is available by contacting us, or by visiting the FMA website at [www.fma.govt.nz](https://www.fma.govt.nz/).

The Code of Professional Conduct for Financial Advice Services can be read at the [FMA website](https://www.fma.govt.nz/library/guidance-library/code-of-professional-conduct-for-financial-advice-services/).

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### 2. Nature and Scope of Financial Advice Service

FSG Wealth provides the following types of financial advice about products from the providers listed below:

**Investments and KiwiSaver**

- Consilium NZ Ltd
- Fisher Funds Management Ltd
- Milford Asset Management Ltd
- ANZ New Zealand Investments Limited
- Property syndication
- Private Equity
- Direct Shares
- Amova Asset Management Limited
- Booster Financial Service Ltd

**Life & Health Insurance**

- AIA New Zealand Ltd
- Asteron Life Ltd
- Fidelity Life Ltd
- Foundation Life Ltd
- NIB NZ Ltd
- Resolution Life Ltd

> Please note that FSG Wealth Limited is not a legal or taxation expert. If you have a concern in these areas, we strongly recommend you seek professional advice from a tax or legal specialist.

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### 3. Fees, Expenses, or Other Amounts Payable

Any applicable fees to be charged and the way they will be charged will be explained to you by your adviser before any fees are incurred.

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### 4. Conflicts of Interest and Commissions or Other Incentives

FSG Wealth receives commissions from insurance product providers for the financial products we place and/or service. In turn, FSG Wealth pays our Advisers commissions or other incentives.

We recognise that this may pose a conflict of interest and have implemented internal processes to ensure that all advice given prioritises our clients' best interests and meets their needs and expectations. We provide regular training to our Advisers on identifying and managing conflicts of interest and undertake regular quality checks to ensure compliance with our conflict-of-interest policies.

In the event that we identify, or you identify, a conflict of interest, we will discuss it and document it on your Statement of Advice so you can make an informed decision about our advice.

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### 5. Complaints Handling and Dispute Resolution Process

FSG Wealth is committed to delivering a high level of service. However, if you have a problem, concern, or complaint about any part of our service, please inform your adviser so we can address it fairly, effectively, and promptly using our clear complaints process.

If, after going through our complaints process, we are unable to reach a resolution, you can contact our external independent dispute resolution scheme. This service is **free** and may help investigate or resolve the complaint.

**FSG Wealth is a member of the Insurance and Financial Services Ombudsman (IFSO) dispute resolution scheme.**

Website: [www.ifso.nz](https://www.ifso.nz/)

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### Contact Us

| Method | Details |
|--------|---------|
| Email | info@fsgwealth.co.nz |
| Phone | +09 921 7653 |
| Online form | https://fsgwealth.co.nz/contact-us/ |