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

About Balance Wealth Limited

What is Balance Wealth Limited?

Balance Wealth Limited is a financial services provider, based in Rotorua, with 15 years on the FSPR register, and 1 appointed adviser on file.

How is Balance Wealth Limited regulated?

Balance Wealth Limited is registered on the Financial Service Providers Register (FSPR)as FSP34684, with first registration in 2010. Disputes are handled by Financial Dispute Resolution Scheme. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Balance Wealth Limited offer?

Balance Wealth Limited's Public Disclosure Statement lists the following scope of advice: KiwiSaver, managed funds, direct equities, bonds. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Balance Wealth Limited's PDS dated 2026-05-18 · PDF source. View original.

Fee structure: mixed
Commission: Yes
Dispute scheme: FDRS
Panel: 1 providers
Linked docs: 1

Scope of advice

KiwiSaver
managed funds
direct equities
bonds

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 (verbatim from PDS): KiwiSaver
managed funds
direct equities
bonds
Specialties: Kiwisaver
Investments

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.

Distribution panel

Product providers Balance Wealth 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 · 1

Booster +20

Verbatim quotes from Balance Wealth Limited's PDS (7 fields cited)

Fees

“For ongoing investment advice and management, a percentage fee is charged based on the funds under management. This fee is charged monthly in arrears to the investment portfolio and is usually 1% pa of the funds under management. This is subject to GST.”

Commission

“Balance Wealth Limited receives an adviser fee of 0.25-0.50% of the funds under management in KiwiSaver which is paid to us by Booster. We also receive a $30 one off initial payment from Booster for each new client investing in the Booster KiwiSaver Scheme. This is paid by Booster and not by Limited rec.”

Product panel

“We choose to work only with Booster and do not provide advice on KiwiSavers from any other providers.”

Conflicts of interest

“All fees and commissions are received by Balance Wealth Limited and not by the adviser individually. All of our advisers are salaried employees and received no additional bonus or incentive payments.”

Scope of advice

“Our financial advisers provide financial advice in relation to KiwiSaver, managed funds and some direct equities and bonds.”

Dispute resolution

“If we cannot resolve your complaint, or you aren't satisfied with the way we propose to do so, you can contact the Financial Dispute Resolution Service.”

Material relationships

“Balance Wealth Limited has a System and Service Level Agreement in place with Consilium NZ Limited (Consilium). Consilium is a private company incorporated in 2012 and provides access to institutional pricing, investment advisory research, portfolio and client management systems to financial advisers.”

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.

Additional disclosure documents

Documents linked from Balance Wealth 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.

Financial Markets Authority website · Other disclosure

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.