Advice Financial 2019 Limited

Financial Services Provider

★★★★★

4.3 Read 6 reviews on Google

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

Auckland

FSPR Registered

FSP Number: FSP667651

NZBN: 9429047353138

Team Size: 5 advisers

Verify on FSPR

About Advice Financial 2019 Limited

What is Advice Financial 2019 Limited?

Advice Financial 2019 Limited is a financial services provider, based in Auckland, with 7 years on the FSPR register, and 5 appointed advisers on file.

How is Advice Financial 2019 Limited regulated?

Advice Financial 2019 Limited is registered on the Financial Service Providers Register (FSPR)as FSP667651, with first registration in 2019. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Advice Financial 2019 Limited offer?

Advice Financial 2019 Limited's Public Disclosure Statement lists the following scope of advice: Life insurance, Health insurance, KiwiSaver (referral to Kauri Wealth), Finance/mortgages. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Advice Financial 2019 Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: mixed
Commission: Yes
Dispute scheme: FSCL
Panel: 34 providers
Services: 4 named
FAQs: 1 answered

Scope of advice

Life insurance
Health insurance
KiwiSaver (referral to Kauri Wealth)
Finance/mortgages

Contact Information

Phone

021 664 458

Email

Not available

Website

www.advicefinancial.co.nz

Address

34 Douglas Street,Ponsonby,Auckland,1021,New Zealand

About Advice Financial 2019 Limited

Company profile coming soon

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Public Disclosure Statement

34 providers on panel

Advice Financial 2019 Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

→ View Advice Financial 2019 Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FSCL
Scope of advice (verbatim from PDS): Life insurance
Health insurance
KiwiSaver (referral to Kauri Wealth)
Finance/mortgages
Specialties: Mortgages
Health Insurance
Kiwisaver
Life Insurance
General Insurance
Lending
Business 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.
Ownership: Advice Financial 2019 Ltd (FSP667651) trading as Advice Financial; Thomas Coltman and Marcus Brown are Directors and Shareholders

Distribution panel

Product providers Advice Financial 2019 Limited is appointed to distribute, grouped by product category. Counts show how many other NZ FAPs FA-NZ has on file as distributing the same provider.

Lending & Mortgages · 25

ANZ +38
BNZ +36
Westpac +35
ASB Bank +32
Avanti Finance +27
First Mortgage Trust +26
Heartland Bank +24
Cressida Capital +22
Kiwibank +22
Pepper Money +22
DBR Property Finance +21
Prospa +21
ASAP Finance +18
Resimac +15
Liberty Financial +12
SBS Bank +12
Unity Credit Union +11
Basecorp Finance +10
General Finance +10
Pallas Capital +7
CFML +6
Capital Securities Ltd
Exceeda Finance
Pacific Invoice Finance
Bluestone / Select

KiwiSaver · 1

Kauri Wealth

Life & Health Insurance · 8

AIA +40
Partners Life +39
Fidelity Life +35
Chubb +17
Accuro +12
nib +11
Asteron Life +9
AMP +6

Verbatim quotes from Advice Financial 2019 Limited's PDS (3 fields cited)

Product panel

“Life insurance:** AIA, AMP, Asteron, Chubb, Fidelity Life and Partners Life. - **Health insurance:** AIA, Accuro, nib and Partners Life. - **KiwiSaver:** We refer to the following Financial Advice Provider – Kauri Wealth. - **Finance:** ANZ, ASAP Finance, ASB, Avanti Finance, Basecorp, BNZ, Capital Securities Ltd, CFML, Cressida Capital, DBR, Exceeda Finance, First Mortgage Trust, General Finance, Heartland Bank, Kiwibank, Liberty, Pacific Invoice Finance, Pallas Capital, Pepper Money, Prospa, Resimac, SBS, Bluestone / Select, Unity, Westpac.”

Conflicts of interest

“From time to time, product providers may also reward us for the overall business we provide to them. They may give us tickets to sports events, hampers, or other incentives.”

Ownership

“Thomas Coltman and Marcus Brown are Directors and Shareholders of Advice Financial 2019 Ltd.”

Verbatim spans extracted from the source PDS dated 2026-05-24. 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 Advice Financial 2019 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.

life insurance
Advisory

Financial advice on life insurance products from AIA, AMP, Asteron, Chubb, Fidelity Life and Partners Life.

Fees: No fees charged; adviser receives commission from the insurance provider based on the premium amount.

For: retail
health insurance
Advisory

Financial advice on health insurance products from AIA, Accuro, nib and Partners Life.

Fees: No fees charged; adviser receives commission from the insurance provider based on the premium amount.

For: retail
KiwiSaver
Advisory

KiwiSaver advice provided via referral to Financial Advice Provider Kauri Wealth.

Fees: No fees charged to clients; commission received from KiwiSaver provider based on balance.

For: retail
finance
Advisory

Finance advice and transactional solutions across a wide panel of lenders including ANZ, ASB, BNZ, Westpac and others.

Fees: Generally no fees; commission paid by lender on settlement. Fee up to $2,500+GST may apply in limited circumstances.

For: retail

FAQs from this firm's PDS

Common consumer questions answered in Advice Financial 2019 Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

How does Advice Financial manage conflicts of interest?

“To ensure that our financial advisers prioritise the client's interests above their own, we follow an advice process that ensures our recommendations are made on the basis of the client's goals and circumstances. All our financial advisers undergo annual training about how to manage conflicts of interest. We maintain registers of conflicts of interests, and the gifts and incentives we receive. Advice Financial monitors these registers and provides additional training where necessary. Advice Financial performs an annual review of our compliance programme.”

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.