Findex Advice Services Nz Limited

Financial Services Provider

★★★★★

3.7 Read 3 reviews on Google

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

Auckland Central

FSPR Registered

FSP Number: FSP46362

NZBN: 9429032507836

Team Size: 7 advisers

Verify on FSPR

About Findex Advice Services Nz Limited

What is Findex Advice Services Nz Limited?

Findex Advice Services Nz Limited is a financial services provider, based in Auckland Central, with 15 years on the FSPR register, and 7 appointed advisers on file.

How is Findex Advice Services Nz Limited regulated?

Findex Advice Services Nz Limited is registered on the Financial Service Providers Register (FSPR)as FSP46362, 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 Findex Advice Services Nz Limited offer?

Findex Advice Services Nz Limited's Public Disclosure Statement lists the following scope of advice: Managed funds, Personal risk insurance, Residential lending, Commercial lending, Discretionary Investment Management Service (DIMS). Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Findex Advice Services Nz Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: fee and commission
Commission: Yes
Dispute scheme: FSCL
Panel: 1 providers
Services: 2 named
FAQs: 2 answered
Linked docs: 1

Scope of advice

Managed funds
Personal risk insurance
Residential lending
Commercial lending
Discretionary Investment Management Service (DIMS)

Contact Information

Phone

09 306 5820

Email

Not available

Website

www.wealthworks.co.nz

Address

Level 17,88 Shortland Street,Auckland Central,1010,New Zealand

About Findex Advice Services NZ Limited

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Public Disclosure Statement

1 provider on panel

Findex Advice Services Nz Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

→ View Findex Advice Services Nz Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: fee and commission
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FSCL
Scope of advice (verbatim from PDS): Managed funds
Personal risk insurance
Residential lending
Commercial lending
Discretionary Investment Management Service (DIMS)
Specialties: Investments
General Insurance
Lending
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: Findex Advice Services NZ Limited (FSP46362) trading as Findex; part of Findex Group Limited

Distribution panel

Product providers Findex Advice Services Nz 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

Various product providers

Verbatim quotes from Findex Advice Services Nz Limited's PDS (8 fields cited)

Fees

“Findex Advice Services NZ Limited will charge a fee for the financial advice that is provided to you. The fee charged will depend on the nature of the financial advice and service that we provide. We charge a fee for the provision of a written financial plan.”

Commission

“Findex Advice Services NZ Limited receives a commission from the risk product providers/insurers and lenders through which we place business. The amount of the commission we receive depends on the terms agreed with each provider. Typically, we receive an upfront initial commission for risk insurance of between **5%–230%** of the annual premium and an annual ongoing commission of between **2.5% and 25%**”

Product panel

“Findex Advice Services NZ Limited may provide you with advice on a [wide range of products](https://a-ap.storyblok.com/f/3000455/x/dfc721151e/fap-disclosure-provider-list-008.pdf) from various product providers.”

Conflicts of interest

“Our advisers receive a salary as an employee of Findex. They are eligible to receive a bonus/incentive each year if a certain level of overall performance is achieved. The bonus/incentive is based on factors such as good conduct, compliance, behavioural competencies, and productivity.”

Scope of advice

“Findex Advice Services NZ Limited provides financial advice about managed funds, personal risk insurance, residential and commercial lending products, provided by relevant product providers. Findex Advice Services NZ Limited is a licensed provider of Discretionary Investment Management Service (DIMS).”

Dispute resolution

“For **Findex Advice Services NZ Limited**, contact Financial Services Complaints Limited (FSCL).”

Ownership

“© Findex Group Limited 2026. All rights reserved.”

Material relationships

“Findex Advice Services NZ Limited receives a commission from some product providers (e.g. KiwiSaver providers). Please refer to the [list of product providers](https://a-ap.storyblok.com/f/3000455/x/dfc721151e/fap-disclosure-provider-list-008.pdf) for indicative commissions.”

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 Findex Advice Services Nz 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
Advisory

Advice on managed funds, personal risk insurance, and residential and commercial lending products from various product providers.

Fees: Fee depends on nature of advice; written financial plan incurs a fee; clawback applies if insurance/mortgage cancelled within 2 years.

For: retail
Discretionary Investment Management Service (DIMS)
DIMS

Licensed DIMS service providing discretionary investment management for clients.

Fees: Fees include a statement of advice preparation fee and an annual monitoring fee.

For: retail

FAQs from this firm's PDS

Common consumer questions answered in Findex Advice Services Nz Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

What financial advice services does Findex Advice Services NZ Limited provide?

“Findex Advice Services NZ Limited provides financial advice about managed funds, personal risk insurance, residential and commercial lending products, provided by relevant product providers. Findex Advice Services NZ Limited is a licensed provider of Discretionary Investment Management Service (DIMS).”

What fees does Findex charge for its services?

“Findex Advice Services NZ Limited will charge a fee for the financial advice that is provided to you. The fee charged will depend on the nature of the financial advice and service that we provide. We charge a fee for the provision of a written financial plan. We will charge fees for the use of the Findex Advice Services NZ Limited DIMS. These fees will include amounts for the preparation of a statement of advice, and an annual monitoring fee. Findex Advice Services NZ Limited may charge you for the financial advice provided if you cancel your insurance or cancel or refinance your mortgage within the first two years after it is put in place.”

Additional disclosure documents

Documents linked from Findex Advice Services Nz 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.

FAP Disclosure Provider List (PDF) · 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.