Balance Wealth Limited

Financial Services Provider

★★★★★

5 Read 2 reviews on Google

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

Rotorua

FSPR Registered

FSP Number: FSP34684

NZBN: 9429036838097

Team Size: 1 adviser

Verify on FSPR

Contact Information

Phone

07 343 7440

Email

Not available

Website

www.balancewealth.co.nz

Address

1160 Hinemoa Street,Rotorua,3010,New Zealand

About Balance Wealth Limited

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Public Disclosure Statement

1 provider on panel

Balance Wealth Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-18 · source format PDF.

→ View Balance Wealth Limited's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FDRS
Scope of advice: KiwiSaver
managed funds
direct equities
bonds

Distribution panel

Product providers Balance Wealth Limited is appointed to distribute. Counts show how many other NZ FAPs FA-NZ has on file as distributing the same product provider.

Booster · KiwiSaver +13 other FAPs

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier C). For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.