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Ethical Investing New Zealand Limited logo

Ethical Investing New Zealand Limited

Financial Services Provider

5 Read 3 reviews on Google

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

Auckland
FSPR Registered
FSP Number: FSP634849
Team Size: 3 advisers

About Ethical Investing New Zealand Limited

What is Ethical Investing New Zealand Limited?

Ethical Investing New Zealand Limited is a financial services provider, based in Auckland, with 7 years on the FSPR register, and 3 appointed advisers on file.

How is Ethical Investing New Zealand Limited regulated?

Ethical Investing New Zealand Limited is registered on the Financial Service Providers Register (FSPR)as FSP634849, with first registration in 2018. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Ethical Investing New Zealand Limited offer?

Ethical Investing New Zealand Limited's Public Disclosure Statement lists the following scope of advice: KiwiSaver, Managed funds, ETFs, NZ government bonds, NZ corporate bonds, Financial planning including lifetime cashflow analysis. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Ethical Investing New Zealand Limited's PDS dated 2026-06-06 · HTML source. View original.

Fee structure
mixed
Commission
Yes
Dispute scheme
IFSO

Scope of advice

  • KiwiSaver
  • Managed funds
  • ETFs
  • NZ government bonds
  • NZ corporate bonds
  • Financial planning including lifetime cashflow analysis
  • Ethical/socially responsible investing

Contact Information

Email

Not available

Address

Level 10, Sap Tower,151 Queen Street,Auckland,1010,New Zealand

About Ethical Investing New Zealand Limited

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Public Disclosure Statement

7 providers on panel

Ethical Investing New Zealand Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-06-06 · source format HTML.

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

Fee structure
mixed
Receives commission
Yes — disclosed in PDS
Dispute resolution scheme
IFSO
Scope of advice (verbatim from PDS)
  • KiwiSaver
  • Managed funds
  • ETFs
  • NZ government bonds
  • NZ corporate bonds
  • Financial planning including lifetime cashflow analysis
  • Ethical/socially responsible investing
Specialties
  • Investments
  • Financial Planning
  • Retirement Planning
  • 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
Ethical Investing NZ Limited (FSP634849); directors are also financial advisers and may receive dividends if declared.

Distribution panel

Product providers Ethical Investing 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 · 5

  • Booster logo
    Booster +21
  • Pathfinder logo
    Pathfinder +7
  • ANZ Investments +3
  • Milford Asset Management logo
    Milford Asset Management +2
  • SuperLife +1

Investments & Funds · 2

  • NZX Wealth Technologies
  • FNZ Wrap

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.

Location

Level 10/151 Queen Street, Auckland CBD, Auckland 1010, New Zealand · 5 other providers nearby

Open in Google Maps →

Map tiles © OpenStreetMap, © CARTO. Office coordinates from Google Places.

Adviser Team

3 advisers
MA

Mark Andrew Holtom

Financial Adviser

FSP280725

Based in Auckland Central
View profile
MJ

Melaney Juane Clark

Financial Adviser

FSP1009096

Based in Auckland
View profile
PJ

Peter Joseph Lee-Grey

Financial Adviser

FSP406686

Based in Auckland
View profile

Get Financial Guidance

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Why Choose Ethical Investing New Zealand Limited?

FSPR Registered - Licensed & regulated

5 Star Rating - 3 reviews

Adviser Team - 3 advisers

Consultation Available - Contact to enquire

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