Pie Funds Management Limited

Financial Services Provider

★★★★★

3.7 Read 26 reviews on Google

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

Auckland

FSPR Registered

FSP Number: FSP12181

NZBN: 9429033253800

Team Size: 6 advisers

Verify on FSPR

About Pie Funds Management Limited

What is Pie Funds Management Limited?

Pie Funds Management Limited is a financial services provider, based in Auckland, with 15 years on the FSPR register, and 6 appointed advisers on file.

How is Pie Funds Management Limited regulated?

Pie Funds Management Limited is registered on the Financial Service Providers Register (FSPR)as FSP12181, 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 Pie Funds Management Limited offer?

Pie Funds Management Limited's Public Disclosure Statement lists the following scope of advice: Tailored financial planning advice on approved product list (Wealth Advisers) for clients with more than $1 million to invest, One-off investment advice limited to Pie Funds managed investment products (Investment Advisers) for clients with more than $250,000 to invest, General advice online via fund chooser tool or through nominated representatives in relation to Pie Funds Schemes. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Pie Funds Management Limited's PDS dated 2026-06-06 · HTML source. View original.

Fee structure: mixed
Commission: No
Dispute scheme: FSCL
Panel: 2 providers

Scope of advice

Tailored financial planning advice on approved product list (Wealth Advisers) for clients with more than $1 million to invest
One-off investment advice limited to Pie Funds managed investment products (Investment Advisers) for clients with more than $250,000 to invest
General advice online via fund chooser tool or through nominated representatives in relation to Pie Funds Schemes

Contact Information

Phone

09 486 1701

Email

Not available

Website

www.piefunds.co.nz

Address

Level One, 1 Byron Avenue,Takapuna,Auckland,0622,New Zealand

About Pie Funds Management Limited

Company profile coming soon

Get in touch to add your company description

Public Disclosure Statement

2 providers on panel

Pie Funds Management Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-06-06 · source format HTML.

→ View Pie Funds Management 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): Tailored financial planning advice on approved product list (Wealth Advisers) for clients with more than $1 million to invest
One-off investment advice limited to Pie Funds managed investment products (Investment Advisers) for clients with more than $250,000 to invest
General advice online via fund chooser tool or through nominated representatives in relation to Pie Funds Schemes
Specialties: Kiwisaver
Investments
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: Financial advisers are minor shareholders of Pie Funds Management Limited.

Distribution panel

Product providers Pie Funds Management 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

Pie Funds Management Limited

Investments & Funds · 1

Third-party

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier C). For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.