Totara Wealth Management Limited

Financial Services Provider

Is this your firm? Claim this listing to add your Google rating + contact details

Nelson

FSPR Registered

FSP Number: FSP561546

NZBN: 9429046062819

Team Size: 3 advisers

Verify on FSPR

Contact Information

Phone

03 548 9000

Email

Not available

Website

totarawealth.co.nz

Address

Level 1, 15 Bridge Street,Nelson,Nelson,7010,New Zealand

About Totara Wealth Management Limited

Company profile coming soon

Get in touch to add your company description

Public Disclosure Statement

Totara Wealth Management Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-20 · source format PDF.

→ View Totara Wealth Management 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: managed funds
Foreign Investment Funds (FIFs)
listed NZ and global shares and bonds
term deposits and cash
KiwiSaver
UK Pension Transfers
retirement planning
financial planning
taxation (general advice)
insurance (general advice)
estate planning (general advice)
Ownership: Amplifi Holdings Ltd is a majority shareholder in Tōtara Wealth Management Ltd

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.