Affinity Advisors Limited

Financial Services Provider

★★★★★

4.7 Read 14 reviews on Google

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

Dunedin

FSPR Registered

FSP Number: FSP727452

NZBN: 9429034918135

Team Size: 5 advisers

Verify on FSPR

About Affinity Advisors Limited

What is Affinity Advisors Limited?

Affinity Advisors Limited is a financial services provider, based in Dunedin, with 5 years on the FSPR register, and 5 appointed advisers on file.

How is Affinity Advisors Limited regulated?

Affinity Advisors Limited is registered on the Financial Service Providers Register (FSPR)as FSP727452, with first registration in 2021. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Affinity Advisors Limited offer?

Affinity Advisors Limited's Public Disclosure Statement lists the following scope of advice: Mortgage advice, Personal risk insurance, KiwiSaver investment strategies and retirement planning, Investment strategies. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Affinity Advisors Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: mixed
Commission: Yes
Dispute scheme: FSCL
Panel: 31 providers
Services: 4 named
FAQs: 2 answered

Scope of advice

Mortgage advice
Personal risk insurance
KiwiSaver investment strategies and retirement planning
Investment strategies

Contact Information

Phone

03 472 8790

Email

Not available

Website

www.affinitymortgage.co.nz

Address

205 High Street,Dunedin Central,Dunedin,9016,New Zealand

About Affinity Advisors Limited

Company profile coming soon

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Public Disclosure Statement

31 providers on panel

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

→ View Affinity Advisors Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FSCL
Scope of advice (verbatim from PDS): Mortgage advice
Personal risk insurance
KiwiSaver investment strategies and retirement planning
Investment strategies
Specialties: General Insurance
Retirement Planning
Mortgages
Kiwisaver
Investments
Life Insurance

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.

Distribution panel

Product providers Affinity Advisors 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 · 24

ANZ +38
BNZ +36
Westpac +35
ASB Bank +32
First Mortgage Trust +26
Heartland Bank +24
Cressida Capital +22
Pepper Money +22
Kiwibank +22
DBR Property Finance +21
Prospa +21
ASAP Finance +18
Southern Cross Partners +16
Funding Partners +15
Resimac +15
Liberty Financial +12
SBS Bank +12
Bank of China +10
Basecorp Finance +10
Avanti Finance +9
Bluestone +9
Plus Finance +8
The Co-operative Bank
CCB

KiwiSaver · 4

Fisher Funds +9
ANZ Investments +3
Generate +2
Synergy / Consilium

Other products · 3

Fidelity Life +35
nib +23
Cigna +2

Verbatim quotes from Affinity Advisors Limited's PDS (7 fields cited)

Fees

“For initial investment advice and retirement planning services, there will be a one-off plan fee of **$1,000** for the initial fact find services and report planning. Fees will be confirmed in our Statement of Advice.”

Commission

“**Initial commission** – a percentage of the value of your investment contributions, loan balance or insurance premiums; and - **Ongoing commission** – a percentage of the value of your investment balance, outstanding loan amount or premiums, usually calculated at the end of each month in which you hold the investment or loan, or on renewal of the insurance products.”

Product panel

“ANZ - ASB - BNZ - Westpac - ASAP Finance - Avanti - Bank of China - Basecorp - Co-op Bank - Cressida Capital - DBR - First Mortgage Trust - Funding Partners - Heartland Bank - Liberty - Pepper Money - Plus Finance - Resimac - SBS - Southern Cross Partners - Prospa - CCB - Kiwibank - Bluestone”

Conflicts of interest

“From time to time our products assist us with funding so we can bring our advisers together for conferences and professional development training. We also receive remuneration from some product providers such as commission.”

Scope of advice

“Mortgage advice - Personal Risk insurance - KiwiSaver investment strategies and retirement planning - Investment strategies”

Dispute resolution

“you can contact our external disputes resolution scheme — **Financial Services Complaints Limited (FSCL)**. This service will cost you nothing, and help us resolve any disagreements.”

Material relationships

“we do have business relationships with product providers also. From time to time our products assist us with funding so we can bring our advisers together for conferences and professional development training. We also receive remuneration from some product providers such as commission.”

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 Affinity Advisors 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.

Mortgage advice
Advisory

Advice on loans including mortgages, refinance, and debt consolidation lending from a panel of lenders.

Fees: Commission paid by product providers: initial and ongoing commission based on loan balance.

For: retail
Personal Risk insurance
Advisory

Advice on personal insurance products including life cover, disability, income protection, trauma and health.

Fees: Commission paid by product providers: initial and ongoing commission based on premiums.

For: retail
KiwiSaver investment strategies and retirement planning
Advisory

Advice on KiwiSaver investments and retirement planning, including an initial fact find and report.

Fees: One-off plan fee of $1,000 for initial fact find and report planning; ongoing commission may also apply.

For: retail
Investment strategies
Advisory

Advice on managed investment products and investment strategies.

Fees: Commission paid by product providers based on investment balance; one-off plan fee may apply.

For: retail

FAQs from this firm's PDS

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

How does Affinity Advisors manage conflicts of interest?

“We manage these conflicts of interest by ensuring that we prioritise your interests above our own. The advice we provide is based on understanding your goals and circumstances and providing recommendations which are based on research. We have a Register of Conflict which allows us to actively manage any conflicts which arise.”

What should I do if I have a complaint?

“If you have a problem, concern or complaint about any part of our advice or service, please tell us so that we can try and fix the problem.”

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.