Devere New Zealand Limited

Financial Services Provider

★★★★★

4.3 Read 84 reviews on Google

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

Auckland

FSPR Registered

FSP Number: FSP502166

NZBN: 9429041967768

Team Size: 9 advisers

Verify on FSPR

About Devere New Zealand Limited

What is Devere New Zealand Limited?

Devere New Zealand Limited is a financial services provider, based in Auckland, with 9 years on the FSPR register, and 9 appointed advisers on file.

How is Devere New Zealand Limited regulated?

Devere New Zealand Limited is registered on the Financial Service Providers Register (FSPR)as FSP502166, with first registration in 2016. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Devere New Zealand Limited offer?

Devere New Zealand Limited's Public Disclosure Statement lists the following scope of advice: QROPS (Qualifying Recognised Overseas Pension Scheme), IORPS (Institutions for Occupational Retirement Provision), SIPP (Self-Invested Personal Pension) including UK pension transfers, KiwiSaver, Managed Investment Schemes, Other Investments. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Devere New Zealand Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: mixed
Commission: No
Dispute scheme: FSCL
Panel: 25 providers
Services: 6 named
FAQs: 3 answered

Scope of advice

QROPS (Qualifying Recognised Overseas Pension Scheme)
IORPS (Institutions for Occupational Retirement Provision)
SIPP (Self-Invested Personal Pension) including UK pension transfers
KiwiSaver
Managed Investment Schemes
Other Investments
Life Insurance
Health Insurance
+1 more

Contact Information

Phone

09 489 6380

Email

Not available

Website

www.devere-newzealand.nz

Address

Level 1, 1 The Strand,Takapuna,Auckland,0620,New Zealand

About Devere New Zealand Limited

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Public Disclosure Statement

25 providers on panel

Devere New Zealand Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

→ View Devere New Zealand Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: No — disclosed in PDS
Dispute resolution scheme: FSCL
Scope of advice (verbatim from PDS): QROPS (Qualifying Recognised Overseas Pension Scheme)
IORPS (Institutions for Occupational Retirement Provision)
SIPP (Self-Invested Personal Pension) including UK pension transfers
KiwiSaver
Managed Investment Schemes
Other Investments
Life Insurance
Health Insurance
UK Pension transfers
Specialties: Retirement Planning
Kiwisaver
Investments
Health Insurance
Life Insurance
General Insurance
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: deVere New Zealand Limited (FSP502166) is part of the deVere Group. Nigel Green is the CEO and founder of deVere Group.

Distribution panel

Product providers Devere New Zealand 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

Booster Investment Management Limited +1
Milford Asset Management Limited +1
Generate Investment Management Limited +1
Lifetime Asset Management Limited
Fisher Funds Management Limited
Pathfinder

Life & Health Insurance · 4

Asteron Life +26
Partners Life +4
AIA Group
NIB Health Funds

Investments & Funds · 5

Saturn Invest NZ Limited
Morningstar Inc
Finzo NZ Limited
NZX Wealth Technologies Limited
dVAM Limited

Other products · 10

i-Select Limited +1
Britannia Financial Services Limited
IVCM Trustees (NZ) Limited
ITC International Pensions Limited
Hansard International
Providence Life Limited
RL360 Insurance Company Limited
Invinitive Financial UK Limited
Pathlines Pensions UK
Alltrust

Verbatim quotes from Devere New Zealand Limited's PDS (2 fields cited)

Scope of advice

“deVere NZ and its financial advisers provide financial advice services (including UK pension transfers) directly to you on the following products:”

Ownership

“There is a relationship between dVAM and deVere NZ, both of which are part of the deVere Group.”

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 Devere New Zealand 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.

Qualifying Recognised Overseas Pension Scheme (QROPS)
Advisory

UK pension transfers into QROPS products with multiple NZ providers including Booster, Britannia, i-Select, IVCM, Lifetime, and Saturn.

Fees: One-off financial adviser fee deducted from pension on transfer; ongoing service fee as % of funds held, paid monthly.

For: retail
Institutions for Occupational Retirement Provision (IORPS)
Advisory

UK pension transfers into IORPS products with ITC International Pensions Limited.

Fees: One-off financial adviser fee deducted from pension on transfer; ongoing service fee as % of funds held, paid monthly.

For: retail
Self-Invested Personal Pension (SIPP)
Advisory

UK pension transfers into SIPP products with providers including Morningstar, Hansard, Providence Life, RL360, and others.

Fees: One-off financial adviser fee deducted from pension on transfer; ongoing service fee as % of funds held, paid monthly.

For: retail
KiwiSaver and Managed Investment Schemes
Advisory

Advice on KiwiSaver and managed investment schemes with providers including Booster, Lifetime, Fisher Funds, Milford, Generate, and Pathfinder.

Fees: Investment advice fee based on value of investments; disclosed in SOA; deducted by provider or invoiced directly.

For: retail
Other Investments

Investment advice on products with Morningstar, Saturn, Finzo NZ, NZX Wealth Technologies, and dVAM.

Fees: Investment advice fee based on value of investments; disclosed in SOA; deducted by provider or invoiced directly.

For: retail
Life and Health Insurance
Advisory

Advice on life and health insurance products with AIA Group, Asteron Life, NIB Health Funds, and Partners Life.

Fees: Fee structure disclosed in statement of advice; specific fee model not detailed in this disclosure.

For: retail

FAQs from this firm's PDS

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

What does deVere NZ charge clients for financial advice?

“We may not charge anything when you come to us for a consultation, particularly if it is not in your best interests to proceed with deVere NZ's financial advice services. For example, if during a consultation on transferring a UK Pension it appears that it is in your interests not to transfer your UK pension to New Zealand (or to a UK SIPP), then you will not be charged for any deVere NZ financial advice.”

What is the financial adviser fee and how is it paid?

“Pension providers will deduct this one-off fee out of your Pension on transfer, which will be paid to deVere NZ by the new QROPS/SIPP/IORPS provider. This fee covers the financial advice provided to you and the work required to facilitate the transfer of your pension. This fee varies between products and will be outlined in detail in your statement of advice (SOA).”

How does deVere NZ manage conflicts of interest?

“We take any perceived or real conflicts of interest very seriously and have a dedicated policy for dealing with such issues whereby we avoid, disclose and/or manage any conflicts so that our client's interests are placed first and foremost. To manage any conflicts, deVere NZ advisers select the product and provider based only on your needs and circumstances, they follow the advice operating process described above (under "How we operate") and all our advisers undergo annual training about how to manage any potential conflicts of interest.”

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.