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Haven Financial Advisers Limited logo

Haven Financial Advisers Limited

Financial Services Provider

4.9 Read 783 reviews on Google

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

Auckland
FSPR Registered
FSP Number: FSP758111
Team Size: 64 advisers

About Haven Financial Advisers Limited

What is Haven Financial Advisers Limited?

Haven Financial Advisers Limited is a financial services provider, based in Auckland, with 5 years on the FSPR register, and 64 appointed advisers on file.

How is Haven Financial Advisers Limited regulated?

Haven Financial Advisers Limited is registered on the Financial Service Providers Register (FSPR)as FSP758111, with first registration in 2021. Disputes are handled by Financial Dispute Resolution Scheme. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Haven Financial Advisers Limited offer?

Haven Financial Advisers Limited's Public Disclosure Statement lists the following scope of advice: KiwiSaver, Personal Life Risk Insurance, Medical Insurance, General Insurance, Home Lending (via Haven Mortgage Advisers Limited). Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Haven Financial Advisers Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure
commission only
Commission
Yes
Dispute scheme
FDRS
Services
4 named
FAQs
3 answered

Scope of advice

  • KiwiSaver
  • Personal Life Risk Insurance
  • Medical Insurance
  • General Insurance
  • Home Lending (via Haven Mortgage Advisers Limited)

Contact Information

Email

Not available

Address

22 Dundonald Street,Eden Terrace,Auckland,1021,New Zealand

About Haven Financial Advisers Limited

Company profile coming soon

Get in touch to add your company description

Public Disclosure Statement

31 providers on panel

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

→ View Haven Financial Advisers Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure
commission only
Receives commission
Yes — disclosed in PDS
Dispute resolution scheme
FDRS
Scope of advice (verbatim from PDS)
  • KiwiSaver
  • Personal Life Risk Insurance
  • Medical Insurance
  • General Insurance
  • Home Lending (via Haven Mortgage Advisers Limited)
Specialties
  • Kiwisaver
  • Life Insurance
  • General Insurance
  • Health Insurance
  • Mortgages
  • Lending

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 Haven Financial Advisers 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 · 4

  • Booster logo
    Booster +20
  • Generate logo
    Generate +20
  • NZ Funds +8
  • Aurora Capital +1

Life & Health Insurance · 9

  • AIA logo
    AIA +39
  • Partners Life logo
    Partners Life +38
  • Fidelity Life logo
    Fidelity Life +34
  • Southern Cross logo
    Southern Cross +24
  • nib logo
    nib +22
  • Chubb logo
    Chubb +16
  • Accuro logo
    Accuro +11
  • Asteron Life logo
    Asteron Life +8
  • Greenwich

Other products · 18

  • QBE Insurance (Australia) Ltd +2
  • Vero Liability Insurance Ltd +2
  • Classic Cover +2
  • Vero Insurance New Zealand Ltd +2
  • Protecsure +1
  • MECON Insurance Ltd +1
  • Rosser +1
  • UAA +1
  • Blanket Insurance (underwritten by Ando Insurance)
  • AIG New Zealand
  • NM Insurance Agency
  • Allianz Australia Insurance Ltd (NZ Branch)
  • Ando Insurance Group
  • Chubb Insurance NZ Ltd
  • Delta Property
  • Dual New Zealand Ltd
  • NZI (Including Lumley General Insurance)
  • Zurich Australian Insurance Ltd – New Zealand Branch
Verbatim quotes from Haven Financial Advisers Limited's PDS (7 fields cited)

Fees

“Haven does not charge any upfront fees for risk advice services. Haven and/or directly related companies are paid **commission** by the provider of any product put in place on the back of a recommendation. If the full commission is not received from a provider, Haven may charge a **service fee**. This fee will always be disclosed upfront and client consent obtained before finalising coverage.”

Commission

“Identifying and disclosing the maximum level of commission that may be received on the back of a recommendation”

Product panel

“Accuro - AIA - Asteron - Chubb - Fidelity Life - Greenwich - NIB - Partners Life - Southern Cross Haven will only consider the providers listed above when recommending a product to meet personal risk insurance needs.”

Conflicts of interest

“Haven Financial Advisers Limited and Aurora Capital Limited have a **shareholder in common**. Advisers are not directed to place business with a particular provider over another, nor do they have any performance incentives that would influence their judgement on the services they provide.”

Scope of advice

“The conditions of Haven's licence allow it to provide the following financial advice services: - KiwiSaver - Personal Life Risk & Medical Insurance - General Insurance - Home Lending”

Dispute resolution

“**Scheme:** Financial Dispute Resolution Service”

Material relationships

“Haven Financial Advisers Limited and Aurora Capital Limited have a **shareholder in common**.”

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 Haven Financial Advisers 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.

  • KiwiSaver

    Advisory

    Generalised, non-personalised advice helping clients determine risk profile and matching them to a KiwiSaver fund from 4 selected providers.

    Fees: No client fees; Haven receives upfront and ongoing commission from providers based on funds under management.
    For: retail
  • Personal Life Risk & Medical Insurance

    Advisory

    Personalised advice process assessing individual circumstances to recommend personal risk and medical insurance products and providers.

    Fees: No upfront fees; commission paid by provider. A service fee may apply if full commission is not received, disclosed upfront.
    For: retail
  • Fire and General Insurance

    Advisory

    Advice on general insurance cover including house, car and contents; quotes provided based on client-specified levels of cover.

    Fees: No upfront fee; commission paid by the recommended insurance provider from the premium paid.
    For: retail
  • Home Lending

    Advisory

    Mortgage advice provided via Haven Mortgage Advisers; details contained in a separate Haven Mortgage Advisers Limited Disclosure.

    Fees: Fee model not detailed in this document; refer to Haven Mortgage Advisers Limited Disclosure.
    For: retail

FAQs from this firm's PDS

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

Does Haven charge clients fees for its advice services?
“All services Haven offers are provided free of charge to clients. Haven is paid by the providers when one of their products is taken up on the back of a recommendation.”
How does Haven manage conflicts of interest?
“Haven has an internal policy for managing conflicts. Should any actual or potential conflict of interest arise, your Haven Adviser will bring this to your attention so that you may factor it into your decision.”
Does Haven offer personalised KiwiSaver advice?
“Haven does not offer investment planning or retirement planning services. If you would like personalised advice about your KiwiSaver, Haven can refer you to an investment specialist.”

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.

Location

22 Dundonald Street, Eden Terrace, Auckland 1021, New Zealand · 5 other providers nearby

Open in Google Maps →

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

Adviser Team

64 advisers
AS

Aaron Spence

Financial Services

FSP1012353

Based in Auckland
View profile
AM

Adam Montague Rigden

Financial Adviser

FSP1009560

Based in Auckland
View profile
AJ

Alexander John Smith

Financial Adviser

FSP1010439

Based in Auckland
View profile
AJ

Amy Jallaguier

Financial Services

FSP1012355

Based in Auckland
View profile
AB

Andrew Blomfield

Financial Adviser

FSP1007468

Based in Auckland
View profile
AJ

Andrew James Willoughby

Financial Adviser

FSP570527

Based in Auckland
View profile
AS

Armaan Singh Dhillon

Financial Adviser

FSP1010531

Based in Auckland
View profile
BB

Beana Badenhorst

Financial Services

FSP1011664

Based in Auckland
View profile
CD

Chequil Dishaya Agregado

Financial Adviser

FSP634449

Based in Auckland
View profile
CW

Chris Wilson

Financial Services

FSP1012359

Based in Auckland
View profile
CB

Corie Boley

Financial Services

FSP1012351

Based in Auckland
View profile
DH

Darren Hill

Financial Adviser

FSP774791

Based in Auckland
View profile
EJ

Elizabeth Jane Maximo

Financial Adviser

FSP1001737

Based in Auckland
View profile
EW

Elizabeth Winifred Mathieson

Financial Services

FSP1011662

Based in Auckland
View profile
EC

Esben Christensen

Financial Adviser

FSP292146

Based in Auckland
View profile
FM

France-Inge Muller

Financial Adviser

FSP1009271

Based in Auckland
View profile
GJ

George James Richardson

Financial Adviser

FSP1009363

Based in Auckland
View profile
GB

Glen Bremner

Financial Adviser

FSP294006

Based in Auckland
View profile
GJ

Greah Jade Crawford

Financial Adviser

FSP1010443

Based in Auckland
View profile
GA

Gregor Angus

Financial Services

FSP1012338

Based in Auckland
View profile
HD

Henry Dare Willis

Financial Adviser

FSP1007872

Based in Auckland
View profile
IE

Ingemar Eriksson

Financial Adviser

FSP1009561

Based in Auckland
View profile
IC

Isadora Caris Sutherland

Financial Adviser

FSP1010442

Based in Auckland
View profile
JP

Jason Paul Harris

Financial Adviser

FSP1001988

Based in Auckland
View profile
JS

Jay Stuart

Financial Adviser

FSP1009562

Based in Auckland
View profile
JD

Jenny-Maree Darlene Hamilton

Financial Adviser

FSP1007188

Based in Auckland
View profile
JA

Jeremy Alistair Flay

Financial Adviser

FSP601370

Based in Auckland
View profile
JN

Jeremy Neil Russell

Financial Adviser

FSP1010583

Based in Auckland
View profile
JA

Joane Auret

Financial Adviser

FSP1010083

Based in Auckland
View profile
JH

Jonathan Holmes

Financial Services

FSP1011665

Based in Auckland
View profile
JL

Joseph Latour

Financial Services

FSP1012347

Based in Auckland
View profile
KE

Kayla Edna Petersen

Financial Adviser

FSP1007128

Based in Auckland
View profile
KN

Koobendhri Nadas

Financial Adviser

FSP1006728

Based in Auckland
View profile
KM

Kym Maynard

Financial Adviser

FSP674491

Based in Auckland
View profile
LJ

Laura Jane Tuapawa

Financial Adviser

FSP1007942

Based in Auckland
View profile
LH

Lauren Hope

Financial Adviser

FSP1002395

Based in Auckland
View profile
LR

Leanne Rickard

Financial Adviser

FSP1009563

Based in Auckland
View profile
LM

Liam Martin O'Connor

Financial Adviser

FSP1007915

Based in Auckland
View profile
LR

Lindsey Reagan

Financial Adviser

FSP235865

Based in Auckland
View profile
LM

Louise Marie Gordon

Financial Adviser

FSP501786

Based in Auckland
View profile
ME

Mary Elizabeth Kater

Financial Adviser

FSP778491

Based in Auckland
View profile
MJ

Matthew John Bailey

Financial Adviser

FSP1007382

Based in Auckland
View profile
NR

Neal Ramphal

Financial Adviser

FSP658311

Based in Auckland
View profile
NW

Nelly Wartke

Financial Adviser

FSP1010249

Based in Auckland
View profile
OM

Oliver Murray Alan Cairney

Financial Adviser

FSP1008362

Based in Auckland
View profile
OR

Olivia Rose Garcia

Financial Adviser

FSP1007808

Based in Auckland
View profile
PT

Perry Tawhiri Bowles-Maxwell

Financial Adviser

FSP1006002

Based in Auckland
View profile
PR

Peter Ryan Franklin

Financial Adviser

FSP1007651

Based in Auckland
View profile
PJ

Philip James Verry

Financial Adviser

FSP1001899

Based in Auckland
View profile
PJ

Philip James Wong

Financial Adviser

FSP446068

Based in Auckland
View profile
PP

Philip Pingram

Financial Adviser

FSP518447

Based in Auckland
View profile
RF

Ranz Fruean

Financial Adviser

FSP283305

Based in Auckland
View profile
RB

Richard Byron Smart

Financial Adviser

FSP515526

Based in Auckland
View profile
RC

Richard Clarke

Financial Adviser

FSP228146

Based in Auckland
View profile
RB

Ryan Blair Lelievre

Financial Adviser

FSP1007788

Based in Auckland
View profile
SJ

Samuel John Osborne

Financial Adviser

FSP1009100

Based in Auckland
View profile
SE

Sarah Elizabeth Rogers

Financial Adviser

FSP1005602

Based in Auckland
View profile
SF

Scott Feisst

Financial Services

FSP1012343

Based in Auckland
View profile
SR

Sky Rebecca Leigh

Financial Adviser

FSP304906

Based in Whangarei
View profile
SC

Stuart Charles Chattell

Financial Adviser

FSP547726

Based in Auckland
View profile
TD

Tasha Downie

Financial Adviser

FSP1009564

Based in Auckland
View profile
TJ

Timothy James Knudsen

Financial Adviser

FSP773535

Based in Auckland
View profile
TG

Trevor Gordon Houghton

Financial Adviser

FSP698631

Based in Auckland
View profile
TC

Tyler Cameron Ambler

Financial Adviser

FSP1010085

Based in Auckland
View profile

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Why Choose Haven Financial Advisers Limited?

FSPR Registered - Licensed & regulated

4.9 Star Rating - 783 reviews

Adviser Team - 64 advisers

Consultation Available - Contact to enquire

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