Adams Trimmer Insurance (1992) Limited

Financial Services Provider

★★★★★

4.4 Read 10 reviews on Google

Source: Google Business Profile. Reflects this firm's listing, not individual advisers.

Whangarei

FSPR Registered

FSP Number: FSP92941

NZBN: 9429038904011

Team Size: 7 advisers

Verify on FSPR

About Adams Trimmer Insurance (1992) Limited

What is Adams Trimmer Insurance (1992) Limited?

Adams Trimmer Insurance (1992) Limited is a financial services provider, based in Whangarei, with 15 years on the FSPR register, and 7 appointed advisers on file.

How is Adams Trimmer Insurance (1992) Limited regulated?

Adams Trimmer Insurance (1992) Limited is registered on the Financial Service Providers Register (FSPR)as FSP92941, with first registration in 2011. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Adams Trimmer Insurance (1992) Limited offer?

Adams Trimmer Insurance (1992) Limited's Public Disclosure Statement lists the following scope of advice: fire and general insurance, life insurance, health insurance. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Adams Trimmer Insurance (1992) Limited's PDS dated 2026-05-18 · PDF source. View original.

Fee structure: fee and commission
Commission: Yes
Dispute scheme: FSCL
Services: 1 named
FAQs: 5 answered
Linked docs: 3

Scope of advice

fire and general insurance
life insurance
health insurance

Contact Information

Phone

09 470 2244

Email

Not available

Website

adamstrimmer.co.nz

Address

2 James Street,Whangarei,Whangarei,0110,New Zealand

About Adams Trimmer Insurance (1992) Limited

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Public Disclosure Statement

Adams Trimmer Insurance (1992) Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-18 · source format PDF.

→ View Adams Trimmer Insurance (1992) Limited's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json

Fee structure: fee and commission
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FSCL
Scope of advice (verbatim from PDS): fire and general insurance
life insurance
health insurance
Specialties: General Insurance
Life Insurance
Health Insurance

Hover any specialty to see its source. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.

Verbatim quotes from Adams Trimmer Insurance (1992) Limited's PDS (7 fields cited)

Fees

“We will charge fees that are payable by you the client when our advice is followed, accepted and the insurance policy is purchased. The fees we charge are for our service, placement, implementation and administration of the insurance policies that you choose to accept and purchase. The total fees payable may increase with the number of insurance policies that you choose to purchase.”

Commission

“Adams Trimmer Insurance (1992) Ltd receives commission when the client accepts our financial advice and purchases an insurance policy. The commission is paid by the Insurer (product provider) for the insurance business on each insurance policy that the Client purchases. The commission paid to us can be between the range of 0-30% of the insurer portion (total premium of the Insurance Policy less government levies and taxes).”

Product panel

“Our Insurance product providers are Insurance businesses in New Zealand that are licensed under the Reserve Bank under section 19 of the Insurance (Prudential Supervisor) Act 2010. The Insurers have a financial strength rating from an approved rating agency.”

Conflicts of interest

“You should be aware there are potential conflicts of interest that you the Client may need to take into consideration when you decide to seek and accept financial advice from us. Some examples of conflict include that we get paid in commission (outlined below). We may also receive general gifts (lunches/drinks) from insurance companies and underwriting agencies.”

Scope of advice

“I can give financial advice on Insurance Products for Commercial and Domestic Clients.”

Dispute resolution

“If you feel your complaint is not resolved to your satisfaction using the Adams Trimmer Insurance (1992) Ltd complaints process, or you are unsatisfied with the response or resolution, you can contact Financial Services Complaints Ltd. FSCL is a dispute resolution scheme of which we are a member.”

Material relationships

“Adams Trimmer Insurance (1992) Ltd is a member of NZbrokers Management Limited, NZbrokers Management Limited provides services such as IT, education, training, technical insurance product and claims support and group member benefits to Adams Trimmer Insurance (1992) Ltd. When a client accepts our financial advice as your adviser and purchases a policy NZbrokers may receive a service fee or technology fee from the Product Provider.”

Verbatim spans extracted from the source PDS dated 2026-05-18. Each quote was substring-verified against the original document; spans that failed verification were dropped. View source.

Services this firm offers

Named service offerings extracted from Adams Trimmer Insurance (1992) Limited's PDS. Names are verbatim from the source document; descriptions and fee notes are AI-summarised — refer to the original PDS for binding wording.

financial advice on fire and general, life and health insurance products
Advisory

Insurance broking advice for commercial and domestic clients on fire & general, life and health insurance products.

Fees: Fees charged on policy purchase; commission of 0–30% of insurer portion paid by insurer; broker/admin fees may also apply.

For: both

FAQs from this firm's PDS

Common consumer questions answered in Adams Trimmer Insurance (1992) Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

What sort of adviser is David Wech and what products can he advise on?

“I am a Financial Adviser (FA) that gives advice on behalf of Adams Trimmer Insurance (1992) Ltd who is a licensed Financial Advice Provider. Adams Trimmer Insurance (1992) Ltd holds a licence issued by the Financial Markets Authority (FMA) to provide a financial advice service (being the provision of financial advice on fire and general, life and health insurance products. Under this licence, we may only provide you financial advice in relation to fire and general, life and health insurance products.”

What fees are charged for financial advice?

“We will charge fees that are payable by you the client when our advice is followed, accepted and the insurance policy is purchased. The fees we charge are for our service, placement, implementation and administration of the insurance policies that you choose to accept and purchase. The total fees payable may increase with the number of insurance policies that you choose to purchase.”

How does Adams Trimmer Insurance get paid?

“Adams Trimmer Insurance (1992) Ltd and I do not receive any commission or other incentives for giving Financial Advice. Adams Trimmer Insurance (1992) Ltd receives commission when the client accepts our financial advice and purchases an insurance policy. The commission is paid by the Insurer (product provider) for the insurance business on each insurance policy that the Client purchases. The commission paid to us can be between the range of 0-30% of the insurer portion (total premium of the Insurance Policy less government levies and taxes).”

How do I make a complaint?

“If you have a problem, concerns or you are dissatisfied with either a product or financial advice Service that has been provided by Adams Trimmer Insurance (1992) Ltd or myself and you require action to be taken please tell us so that we can help and fix the issue. To make a Complaint please go to our website – https://adamstrimmer.co.nz/client-resources/ which will give details on our Complaints Process and how to make a Complaint.”

What can I do if I am not satisfied after making a complaint?

“If you feel your complaint is not resolved to your satisfaction using the Adams Trimmer Insurance (1992) Ltd complaints process, or you are unsatisfied with the response or resolution, you can contact Financial Services Complaints Ltd. FSCL is a dispute resolution scheme of which we are a member. This service will cost you nothing and is an independent service that will help investigate or resolve the complaint.”

Additional disclosure documents

Documents linked from Adams Trimmer Insurance (1992) Limited's PDS. URLs verified to appear in the source document at extract time; links may rot — verify with the firm before relying on a specific version.

Adams Trimmer Insurance Client Resources (Complaints Process) · Complaints Process
How to make a complaint to Financial Services Complaints Limited · Complaints Process
Code of Professional Conduct for Financial Advice Services · Scope of Service

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier B). Verbatim quote block above is Sonnet-extracted then substring-verified against the source markdown. For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.