Other / bespoke financial advisers in NZ
Fee model disclosed as bespoke or other — refer to the individual FAP's Public Disclosure Statement for detail.
3 of 349 Financial Advice Providers with a Public Disclosure Statement on file at FA-NZ disclose this fee model. Data as of 2026-09-04.
Dispute-resolution schemes in this list
Each scheme is linked once here rather than on every row below — the row repetition added ~120 duplicate internal links to this page (TASKS #88).
Providers
- Bank Of New ZealandView PDS PDF →FSP 25101 2 providers on panel Receives commission
“We do not charge our customers for financial advice services, except for customers investing in the Private Bank Advisory Service. There is an ongoing monthly portfolio fee payable in arrears on a Private Bank customer's portfolio account that entitles the customer to a range of services – including financial advice se…” — Bank Of New Zealand's PDS dated 2026-05-23
- Partners Life LimitedView PDS HTML →FSP 110887 DRS: IFSO 1 provider on panel No commission
- Squirrel Mortgages LimitedView PDS PDF →FSP 136364 DRS: FSCL No commission
“We deduct a Service Margin from the outstanding Loan balance from gross interest payments made by the Borrower under the Loan Agreement. We may also deduct a Service Margin in relation to your On-Call Account(s) equal to the interest earned on the balance, less such portion of the interest (if any) that we agree you ar…” — Squirrel Mortgages Limited's PDS dated 2026-05-18
Other fee structures
Methodology
Fee-structure classification is extracted by Claude Sonnet from each FAP's Public Disclosure Statement (FMC Act 2013 s431). Confidence tier C (LLM-extracted). For the authoritative wording, view the original disclosure linked next to each entry.
FA-NZ is a directory mirror, not a regulator. We do not provide financial advice. Always read a FAP's full disclosure before engaging.