Chris Lee & Partners Limited

Financial Services Provider

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Paraparaumu

FSPR Registered

FSP Number: FSP32643

NZBN: 9429031346160

Team Size: 5 advisers

Verify on FSPR

About Chris Lee & Partners Limited

What is Chris Lee & Partners Limited?

Chris Lee & Partners Limited is a financial services provider, based in Paraparaumu, with 15 years on the FSPR register, and 5 appointed advisers on file.

How is Chris Lee & Partners Limited regulated?

Chris Lee & Partners Limited is registered on the Financial Service Providers Register (FSPR)as FSP32643, with first registration in 2010. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Chris Lee & Partners Limited offer?

Chris Lee & Partners Limited's Public Disclosure Statement lists the following scope of advice: Debt securities, Equity securities, Unit trusts, Managed funds, KiwiSaver. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Chris Lee & Partners Limited's PDS dated 2026-05-24 · PDF source. View original.

Fee structure: mixed
Commission: Yes
Dispute scheme: FSCL
Panel: 3 providers
Services: 4 named
FAQs: 6 answered
Linked docs: 1

Scope of advice

Debt securities
Equity securities
Unit trusts
Managed funds
KiwiSaver

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

14 B Marine Parade,Paraparaumu Beach,Paraparaumu,5032,New Zealand

About Chris Lee & Partners Limited

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Public Disclosure Statement

3 providers on panel

Chris Lee & Partners Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format PDF.

→ View Chris Lee & Partners Limited's original disclosure PDF · 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): Debt securities
Equity securities
Unit trusts
Managed funds
KiwiSaver
Specialties: Investments
Kiwisaver

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: Chris Lee and Partners Limited — independent advisory practice with no formal affiliations to any banks or financial product providers

Distribution panel

Product providers Chris Lee & Partners 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 · 1

Heartland Bank +24

KiwiSaver · 1

Milford Asset Management +14

Savings & Banking · 1

Hatch

Verbatim quotes from Chris Lee & Partners Limited's PDS (7 fields cited)

Fees

“We have two types of fees, a fixed annual charge which varies depending on the service provided; and brokerage, charged when a transaction occurs.”

Commission

“We receive commission from Heartland Bank on reverse mortgages, a fee rebate of 0.20% per annum for Milford Kiwisaver products, and a fee rebate 0.25% per annum on our Cash Management Account held through Hatch.”

Professional indemnity

“Neither our advisors nor Chris Lee and Partners hold indemnity insurance. Instead, we maintain capital in our business, ready to address unexpected costs should it be necessary. CLP has never failed to meet any legal obligation.”

Conflicts of interest

“Chris Lee and Partners is independent advisory practice with no formal affiliations to any banks or financial product providers. This ensures that the advice we provide is unbiased and solely in the best interests of the client. Fees for our services are charged directly to the client, and we do not accept any payments or commissions from organisations that could potentially influence my advice.”

Scope of advice

“we specialise in providing information and advice on a range of investment products, including: - Debt securities - Equity securities - Unit trusts - Managed funds - Kiwisaver providers Please note that our services do not extend to advice on direct property investments, insurance, debt management, budgeting, tax planning, or estate planning.”

Dispute resolution

“You can contact Financial Services Complaints Limited through following methods:”

Material relationships

“We receive commission from Heartland Bank on reverse mortgages, a fee rebate of 0.20% per annum for Milford Kiwisaver products, and a fee rebate 0.25% per annum on our Cash Management Account held through Hatch.”

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 Chris Lee & Partners 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.

Financial Advice Service (Self-Managed)
Advisory

Annual financial advice service for self-managed clients.

Fees: Fixed annual fee of $595 plus GST, invoiced prior to service delivery.

For: retail
Personalised Reporting Add-on
Advisory

Includes financial advice plus quarterly reports based on client survey information.

Fees: Fixed annual fee of $1,500 plus GST, invoiced prior to service delivery.

For: retail
Wealth Management

Portfolio-based wealth management service with fees scaled to portfolio size.

Fees: 0.50% + GST per annum based on portfolio value, paid monthly.

For: retail
Transactional Only service
Advisory

Transaction execution service with no mandatory annual fee unless portfolio reporting is used.

Fees: No annual fee unless Portfolio Reporting Service used ($170 + GST p.a.); brokerage on transactions.

For: retail

FAQs from this firm's PDS

Common consumer questions answered in Chris Lee & Partners Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

What financial advice services does Chris Lee and Partners provide?

“we specialise in providing information and advice on a range of investment products, including: - Debt securities - Equity securities - Unit trusts - Managed funds - Kiwisaver providers Please note that our services do not extend to advice on direct property investments, insurance, debt management, budgeting, tax planning, or estate planning.”

What are the fees charged for services?

“We have two types of fees, a fixed annual charge which varies depending on the service provided; and brokerage, charged when a transaction occurs.”

What brokerage fees are charged on transactions?

“Our clients are charged brokerage fees ranging from 0.75% to 1.35% on both buy and sell transactions. The exact amount depends on the size of the transaction, with a minimum charge of $45 for NZX orders, or $50 for ASX orders, per transaction. The total brokerage cost will be clearly stated on the contract notes issued after each transaction.”

Does Chris Lee and Partners receive any commissions?

“We receive commission from Heartland Bank on reverse mortgages, a fee rebate of 0.20% per annum for Milford Kiwisaver products, and a fee rebate 0.25% per annum on our Cash Management Account held through Hatch.”

How can I make a complaint?

“If you have a problem, concern, or complaint about any part of our services, we urge you to contact us initially. Our goal is to resolve all complaints without escalation.”

Does Chris Lee and Partners hold indemnity insurance?

“Neither our advisors nor Chris Lee and Partners hold indemnity insurance. Instead, we maintain capital in our business, ready to address unexpected costs should it be necessary. CLP has never failed to meet any legal obligation.”

Additional disclosure documents

Documents linked from Chris Lee & Partners 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.

FSCL scheme website · 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.