Central Financial Planning Limited

Financial Services Provider

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Alexandra

FSPR Registered

FSP Number: FSP745331

NZBN: 9429043417780

Team Size: 3 advisers

Verify on FSPR

About Central Financial Planning Limited

What is Central Financial Planning Limited?

Central Financial Planning Limited is a financial services provider, based in Alexandra, with 5 years on the FSPR register, and 3 appointed advisers on file.

How is Central Financial Planning Limited regulated?

Central Financial Planning Limited is registered on the Financial Service Providers Register (FSPR)as FSP745331, with first registration in 2020. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Central Financial Planning Limited offer?

Central Financial Planning Limited's Public Disclosure Statement lists the following scope of advice: Investments, KiwiSaver, Estate and succession planning, Personal and asset risk management, Tax planning, Income and expenses planning. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

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

Fee structure: mixed
Commission: No
Dispute scheme: IFSO
Panel: 1 providers
Services: 1 named
FAQs: 3 answered
Linked docs: 2

Scope of advice

Investments
KiwiSaver
Estate and succession planning
Personal and asset risk management
Tax planning
Income and expenses planning
Comprehensive financial planning

Contact Information

Phone

03 448 8613

Email

Not available

Website

www.centralfp.co.nz

Address

82 Centennial Avenue,Alexandra,9320,New Zealand

About Central Financial Planning Limited

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Public Disclosure Statement

1 provider on panel

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

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

Fee structure: mixed
Receives commission: No — disclosed in PDS
Dispute resolution scheme: IFSO
Scope of advice (verbatim from PDS): Investments
KiwiSaver
Estate and succession planning
Personal and asset risk management
Tax planning
Income and expenses planning
Comprehensive financial planning
Specialties: Kiwisaver
Investments
Estate Planning
Financial Planning
Tax Advice

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: Brent Andrew Wilson (Director) and his family trust are shareholders of Central Financial Planning Limited.

Distribution panel

Product providers Central Financial Planning 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

KiwiSaver providers (unnamed)

Verbatim quotes from Central Financial Planning Limited's PDS (5 fields cited)

Commission

“Ongoing adviser fees for KiwiSaver are paid to us from our recommended KiwiSaver providers and included as part of their KiwiSaver management fee.”

Conflicts of interest

“Central Financial Planning Limited has a Service Level Agreement in place with Consilium NZ Limited (Consilium). Consilium is a private company incorporated in 2012 which provides professional adviser services and support, access to institutional pricing, global investment advisory research, portfolio and client management. Central Financial Planning pays a monthly fee for all services provided under this Agreement.”

Scope of advice

“We provide comprehensive financial planning advice to enable you to make confident, informed and wise choices about all aspects of your future financial wellbeing. This includes your assets and investments, income and expenses, estate and succession planning, personal and asset risk management, planning your future and tax planning.”

Ownership

“Brent Wilson is the Director of Central Financial Planning. Brent and his family trust are also shareholders of Central Financial Planning and may directly benefit by way of receiving dividends — if or when any dividends are declared.”

Material relationships

“Central Financial Planning Limited has a Service Level Agreement in place with Consilium NZ Limited (Consilium). Consilium is a private company incorporated in 2012 which provides professional adviser services and support, access to institutional pricing, global investment advisory research, portfolio and client management. Central Financial Planning pays a monthly fee for all services provided under this Agreement.”

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 Central Financial Planning 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.

comprehensive financial planning advice
Advisory

Holistic financial planning covering investments, estate planning, risk management, tax planning, and KiwiSaver.

Fees: Initial meeting free; financial planning fee by consent; ongoing fees monthly in arrears from portfolio; hourly or fixed for one-off advice.

For: retail

FAQs from this firm's PDS

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

What financial advice services does Central Financial Planning provide?

“We provide comprehensive financial planning advice to enable you to make confident, informed and wise choices about all aspects of your future financial wellbeing. This includes your assets and investments, income and expenses, estate and succession planning, personal and asset risk management, planning your future and tax planning.”

How does Central Financial Planning handle conflicts of interest?

“To ensure that our financial advisers prioritise your interests above their own, we follow a fiduciary advice process that ensures our recommendations are made on the basis of your individual ambitions, goals and circumstances. All our financial advisers undergo annual training about how to manage conflicts of interest.”

How does Central Financial Planning handle complaints?

“When we receive a complaint, we will consider it by following our internal complaints process: - We will consider your complaint and discuss with you how we propose to resolve it. We may need to contact you to get further information about your complaint. - We aim to resolve any complaint within 10 working days of receiving them. If we can't, we will contact you within that time frame to let you know we need more time to consider your complaint. - We will contact you by phone and/or email to let you know whether we can resolve your complaint and how we propose to do so.”

Additional disclosure documents

Documents linked from Central Financial Planning 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.

info@ifso.nz · Complaints Process
www.ifso.nz · Complaints Process

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.