Htl Group Limited

Financial Services Provider

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New Plymouth

FSPR Registered

FSP Number: FSP697011

NZBN: 9429047727137

Team Size: 8 advisers

Verify on FSPR

About Htl Group Limited

What is Htl Group Limited?

Htl Group Limited is a financial services provider, based in New Plymouth, with 6 years on the FSPR register, and 8 appointed advisers on file.

How is Htl Group Limited regulated?

Htl Group Limited is registered on the Financial Service Providers Register (FSPR)as FSP697011, with first registration in 2019. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Htl Group Limited offer?

Htl Group Limited's Public Disclosure Statement lists the following scope of advice: KiwiSaver, Managed Funds, Direct equities, Bonds, Term deposits, Life insurance. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

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

Fee structure: mixed
Commission: Yes
Dispute scheme: not-stated
Panel: 26 providers
Services: 4 named
FAQs: 4 answered
Linked docs: 4

Scope of advice

KiwiSaver
Managed Funds
Direct equities
Bonds
Term deposits
Life insurance
Health insurance
Fire and general insurance
+5 more

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

27 Eliot Street,New Plymouth,New Plymouth,4310,New Zealand

About Htl Group Limited

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Public Disclosure Statement

26 providers on panel

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

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

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Scope of advice (verbatim from PDS): KiwiSaver
Managed Funds
Direct equities
Bonds
Term deposits
Life insurance
Health insurance
Fire and general insurance
Residential property lending
Investment property lending
Refinancing
Loan restructuring

+1 more
Specialties: Kiwisaver
Investments
Life Insurance
General Insurance
Health Insurance
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.
Ownership: HTL Group Ltd (FSP697011), trading as The HTL Group, holds a Financial Advice Provider licence issued by the Financial Markets Authority

Distribution panel

Product providers Htl Group 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 · 7

ANZ +38
Booster +21
Generate +21
Fisher Funds +9
NZ Funds +9
AMP +6
Milford Asset Management +2

Life & Health Insurance · 10

AIA +40
Partners Life +39
Southern Cross +25
nib +23
Chubb +17
Accuro +12
Resolution Life +9
Asteron Life +9
Fidelity Life +4
UniMed +3

General Insurance · 5

Vero +3
Ando +2
Delta +1
Dual +1
NZI

Investments & Funds · 4

Elantis
Financial Synergy
Hunter
iQumulate

Verbatim quotes from Htl Group Limited's PDS (5 fields cited)

Commission

“For life, health, and fire & general insurance, The HTL Group receive commissions from the insurance companies on whose policies we give advice. If you decide to take out insurance, the insurer will pay a commission to The HTL Group. The amount of the commission is based on the amount of the premium. A portion of this may be passed on to your adviser.”

Conflicts of interest

“For life, health, and fire & general insurance, The HTL Group receive commissions from the insurance companies on whose policies we give advice. If you decide to take out insurance, the insurer will pay a commission to The HTL Group. The amount of the commission is based on the amount of the premium. A portion of this may be passed on to your adviser.”

Scope of advice

“The HTL Group provides advice to our clients about their investments, life insurance, fire and general insurance and health insurance.”

Ownership

“HTL Group Ltd (FSP697011, trading as The HTL Group) holds a licence issued by the Financial Markets Authority to provide financial advice.”

Material relationships

“The HTL Group may receive payments from product suppliers for the amount of business placed with them.”

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 Htl Group 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.

Investment

Financial advice on KiwiSaver, Managed Funds, direct equities, bonds and term deposits from selected providers.

Fees: No fee for initial advice; fees charged for ongoing investment management and subsequent advice services.

For: retail
Life & Health Insurance
Advisory

Financial advice on life and health insurance products from a panel of selected providers.

Fees: Commission from insurer as a percentage of premium; possible fee for complex needs after client agreement.

For: retail
Fire & General Insurance
Advisory

General insurance advice across a wide range of products and providers, including premium funding options.

Fees: Commission from insurer; percentage of premium funding where premium funding service is provided.

For: retail
Mortgage
Advisory

Financial advice on residential and investment property lending, refinancing, restructuring and loan options.

Fees: No fee for advice; lender pays commission on settlement. Fee may apply if mortgage cancelled/refinanced within 28 months.

For: retail

FAQs from this firm's PDS

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

Is there a fee for investment advice?

“There is no fee for seeking investment advice. HTL Group only charge fees for the provision of ongoing investment management and subsequent financial advice services.”

How does HTL Group charge for insurance advice?

“HTL Group receives a payment from the insurance provider as a percentage of your premium. If you have complex insurance requirements, HTL Group may also charge a fee for analysing your needs and producing a plan for you. However any fees to be charged will be after discussion and agreement with you.”

How does HTL Group charge for mortgage advice?

“The lender may pay a commission if you decide to take up our advice and when your loan settles. The specific commission will be disclosed to you in our statement of advice. There is no fee payable for the provision of our mortgage advice. However, HTL may charge you for the financial advice provided if you cancel or refinance your mortgage within the first 28 months after it settles.”

How does HTL Group manage conflicts of interest?

“To ensure that our financial advisers prioritise the client's interests above their own, we follow an advice process that ensures our recommendations are made on the basis of the client's goals and circumstances. All our financial advisers undergo annual training about how to manage conflicts of interest.”

Additional disclosure documents

Documents linked from Htl Group Limited's PDS. URLs verified to appear in the source document at extract time; links may rot — verify with the firm before relying on a specific version.

Complaints & Disputes · Complaints Process
Privacy Statement · Privacy Policy
Our Duties to You · Scope of Service
https://www.insuranceadvisernet.co.nz/our-team-our-partners#partners · Other disclosure

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.