What is Advicefirst Limited?
Advicefirst Limited is a financial services provider, based in Wellington, with 15 years on the FSPR register, and 42 appointed advisers on file.
Advicefirst Limited
Financial Services Provider
Wellington
FSPR Registered
About Advicefirst Limited
How is Advicefirst Limited regulated?
Advicefirst Limited is registered on the Financial Service Providers Register (FSPR)as FSP23242, with first registration in 2010. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Advicefirst Limited offer?
Advicefirst Limited's Public Disclosure Statement lists the following scope of advice: Wealth and investment strategies, Insurance products (life, income protection, mortgage protection, group insurance, medical/health, trauma, disability), KiwiSaver schemes, Managed funds, Exchange-traded funds (ETFs), Term deposits. Refer to the original PDS for the binding scope.
Public Disclosure Statement highlights
Full PDS section ↓Extracted from Advicefirst Limited's PDS dated 2026-05-24 · HTML source. View original.
- Fee structure
- mixed
- Commission
- Yes
- Dispute scheme
- not-stated
- Panel
- 28 providers
- Services
- 2 named
- FAQs
- 2 answered
- Linked docs
- 3
Scope of advice
- Wealth and investment strategies
- Insurance products (life, income protection, mortgage protection, group insurance, medical/health, trauma, disability)
- KiwiSaver schemes
- Managed funds
- Exchange-traded funds (ETFs)
- Term deposits
- Directly held debt and equity securities
- Legacy products (whole of life and endowment policies)
- +6 more
Contact Information
Phone
Not available
Not available
Website
Not available
Address
Level 2,22 The Terrace,Wellington,6011,New Zealand
About Advicefirst Limited
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Public Disclosure Statement
28 providers on panelAdvicefirst Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.
→ View Advicefirst Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json
- Fee structure
- mixed
- Receives commission
- Yes — disclosed in PDS
- Scope of advice (verbatim from PDS)
-
- Wealth and investment strategies
- Insurance products (life, income protection, mortgage protection, group insurance, medical/health, trauma, disability)
- KiwiSaver schemes
- Managed funds
- Exchange-traded funds (ETFs)
- Term deposits
- Directly held debt and equity securities
- Legacy products (whole of life and endowment policies)
- Superannuation
- Financial coaching and guidance
- Personal financial planning and goal setting
- Cash-flow management
- +2 more
- Specialties
-
- Investments
- Mortgages
- Income Protection
- Trauma Insurance
- Disability Insurance
- Life Insurance
- Business Insurance
- General Insurance
- Kiwisaver
- Retirement Planning
- Financial Planning
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
- AdviceFirst Limited (trading as enable.me) is owned by AMP.
Distribution panel
Product providers Advicefirst 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.
KiwiSaver · 6
- AMP KiwiSaver scheme
- OneAnswer KiwiSaver scheme
- Milford KiwiSaver Scheme
- Booster KiwiSaver scheme
- Generate KiwiSaver scheme
- Fisher Funds KiwiSaver Scheme
Life & Health Insurance · 8
- AIA +39
- Partners Life +38
- Fidelity Life +34
- Asteron Life +25
- Southern Cross +24
- Chubb Life +13
- nib +10
- Resolution Life +8
Investments & Funds · 14
- Milford Asset Management +1
- Amova Asset Management New Zealand Limited
- AMP Wealth Management New Zealand Limited
- Bentham Asset Management
- Fisher Managed Funds Limited
- Harbour Asset Management Limited
- Hunter Investment Funds
- iShares
- Magellan Asset Management Limited
- Mercer (N.Z) Limited
- OneAnswer
- Resolution Capital Limited
- Schroder Investment Management Australia Ltd
- T Rowe Price International Ltd
Verbatim quotes from Advicefirst Limited's PDS (3 fields cited)
Fees
“We don't expect to charge any one-off fees for the advice we provide on Wealth and investment strategies, Insurance products, and KiwiSaver schemes. If we do, we'll discuss this with you and obtain your agreement before we provide the advice. For wealth and investment advice, we charge an ongoing portfolio servicing fee (PSF) for managing your investments, based on the level of funds under management.”
Commission
“Enable.me receives commissions from product providers (for example Insurance and KiwiSaver providers) if we are the servicing agent for your policy. We will advise you about any commission payments we will receive before you proceed with any recommendations. Any product recommendations provided are based solely on your goals and objectives, and within the boundaries of our approved product lists (APL).”
Scope of advice
“The scope of advice may include: - Wealth and investment strategies - Insurance products - KiwiSaver schemes Advice is provided based on the information you provide to us and your individual circumstances, objectives, and financial situation.”
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 Advicefirst 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.
-
Specialised investment planning services
AdvisoryFinancial coaching programmes covering wealth building, debt repayment, investment portfolios, retirement savings, and cash-flow management.
Fees: Fee-for-service: initial consultation $400 incl. GST; programme fee $1,999–$12,499 incl. GST.For: retail -
Strategic financial advice on Wealth, Insurance and KiwiSaver products
AdvisoryRegulated financial advice on wealth/investment strategies, insurance products, and KiwiSaver schemes provided by licensed advisers.
Fees: Generally no one-off fees; ongoing portfolio servicing fee (PSF) based on funds under management for investments.For: retail
FAQs from this firm's PDS
Common consumer questions answered in Advicefirst Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.
What fees does enable.me charge for its services?
“We don't expect to charge any one-off fees for the advice we provide on Wealth and investment strategies, Insurance products, and KiwiSaver schemes. If we do, we'll discuss this with you and obtain your agreement before we provide the advice. For wealth and investment advice, we charge an ongoing portfolio servicing fee (PSF) for managing your investments, based on the level of funds under management. Our financial coaching services operate on a fee-for-service model.”
How does enable.me manage conflicts of interest?
“Our advisers and coaches are salaried employees and don't receive any commission payments. Enable.me receives commissions from product providers (for example Insurance and KiwiSaver providers) if we are the servicing agent for your policy. We will advise you about any commission payments we will receive before you proceed with any recommendations. Any product recommendations provided are based solely on your goals and objectives, and within the boundaries of our approved product lists (APL).”
Additional disclosure documents
Documents linked from Advicefirst 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.
- Privacy Policy · Privacy Policy
- enable.me/complaints-process · Complaints Process
- full disclosure document · Service Disclosure Statement
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.
Adviser Team
42 advisers AS
Alexandra Scott Hockenhull
Financial Adviser
FSP1003496
Based in Auckland
View profile
AL
Alisha Louise Brady
Financial Adviser
FSP622469
Based in Mount Maunganui
View profile
AL
Andre Luis De Almeida
Financial Adviser
FSP1003775
Based in Auckland
View profile
AJ
Andrew James Henderson
Financial Adviser
FSP421866
Based in Havelock North
View profile
AW
Ashleigh Waterman
Financial Adviser
FSP1002675
Based in Wellington
Central
View profile
BN
Brent Noel Hunt
Financial Adviser
FSP110410
Based in Wellington
View profile
CC
Carol Charlene Steyn
Financial Adviser
FSP316986
Based in Hamilton
View profile
CL
Casey Lionel Woolridge
Financial Adviser
FSP770416
Based in Wellington
Central
View profile
CM
Christine Marie Jackson Hughes
Financial Adviser
FSP93363
Based in Richmond
View profile
CJ
Corrie-Ann Jones
Financial Adviser
FSP714292
Based in Parnell
View profile
DJ
Dianne Jean Barlow
Financial Adviser
FSP398206
Based in Auckland
View profile
EC
Emily Claire Owens
Financial Adviser
FSP1003200
Based in Parnell
View profile
JB
Janani Baskaran
Financial Adviser
FSP763831
Based in Wellington
Central
View profile
JD
John David Kuypers
Financial Adviser
FSP1003538
Based in Wellington
Central
View profile
JM
John Michael Logan
Financial Adviser
FSP1005578
Based in Parnell
View profile
JZ
Jonathan Zheng He
Financial Adviser
FSP778156
Based in Wellington
Central
View profile
JA
Joseph Andrews
Financial Adviser
FSP1009415
Based in Wellington
Central
View profile
KE
Karen Elizabeth Beckham
Financial Adviser
FSP1007169
Based in Christchurch
View profile
KJ
Katie Jane Wesney
Financial Adviser
FSP423806
Based in Auckland
View profile
KA
Kelley Ann O'Dwyer
Financial Adviser
FSP396186
Based in Wellington
Central
View profile
KD
Kirsty Dawn Healey
Financial Adviser
FSP1007387
Based in Auckland
View profile
KS
Kristin Sutherland
Financial Adviser
FSP1005464
Based in Auckland
View profile
LT
Leonard Torres Leonardo
Financial Adviser
FSP1007303
Based in Parnell
View profile
LB
Lisa Butler
Financial Adviser
FSP242167
Based in Wellington
View profile
MW
Matthew William Buckeridge
Financial Adviser
FSP1001647
Based in Auckland
View profile
MS
Maylyn Shao May Chai
Financial Adviser
FSP1002451
Based in Parnell
View profile
MC
Melanie Cooper
Financial Adviser
FSP433186
Based in Parnell
View profile
MM
Melissa Mac
Financial Adviser
FSP1009311
Based in Parnell
View profile
MJ
Michael James Bartley Gorin
Financial Adviser
FSP1006061
Based in Wellington
View profile
NF
Nadine Frances Higgins
Financial Adviser
FSP769811
Based in Parnell
View profile
PN
Peter Neil O'Rourke
Financial Adviser
FSP31485
Based in Auckland
View profile
RL
Ray Lawrence McKeown
Financial Adviser
FSP1001090
Based in Parnell
View profile
RS
Rebecca Susan Starkey
Financial Adviser
FSP1008520
Based in Parnell
View profile
SO
Samuel Oliver David North
Financial Adviser
FSP1006678
Based in Auckland
View profile
SH
Sarah Helen Bayley
Financial Adviser
FSP511206
Based in Christchurch
View profile
SC
Shaila Contractor
Financial Adviser
FSP1008003
Based in Takapuna
View profile
SC
Shane Christopher Gibson
Financial Adviser
FSP482946
Based in Wellington
View profile
SP
Shane Patrick Downey
Financial Adviser
FSP94601
Based in Hamilton
View profile
SM
Shelley Maree Palman
Financial Adviser
FSP495246
Based in Auckland
View profile
SJ
Stuart James Baddeley
Financial Adviser
FSP27626
Based in Wellington
View profile
TL
Thorsten List
Financial Adviser
FSP1009426
Based in Auckland
View profile
WM
William Moala
Financial Adviser
FSP190945
Based in Wellington
View profile
Get Financial Guidance
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Request ConsultationWhy Choose Advicefirst Limited?
FSPR Registered - Licensed & regulated
Adviser Team - 42 advisers
Consultation Available - Contact to enquire
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