Jatz Limited

Financial Services Provider

★★★★★

5 Read 5 reviews on Google

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

Paraparaumu

FSPR Registered

FSP Number: FSP768071

NZBN: 9429031984850

Team Size: 3 advisers

Verify on FSPR

About Jatz Limited

What is Jatz Limited?

Jatz Limited is a financial services provider, based in Paraparaumu, with 5 years on the FSPR register, and 3 appointed advisers on file.

How is Jatz Limited regulated?

Jatz Limited is registered on the Financial Service Providers Register (FSPR)as FSP768071, 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 Jatz Limited offer?

Jatz Limited's Public Disclosure Statement lists the following scope of advice: Personal insurance (risk), including health insurance, Business Risk Insurance (Key Person, Shareholder Protection benefits, Business Overheads/Expenses), ACC advice, Mortgages and personal lending, Life insurance, Trauma insurance. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Jatz Limited's PDS dated 2026-05-18 · PDF source. View original.

Fee structure: fee and commission
Commission: Yes
Dispute scheme: FSCL
Panel: 41 providers
Services: 3 named
Linked docs: 1

Scope of advice

Personal insurance (risk), including health insurance
Business Risk Insurance (Key Person, Shareholder Protection benefits, Business Overheads/Expenses)
ACC advice
Mortgages and personal lending
Life insurance
Trauma insurance
Total and permanent disability insurance
Income Protection insurance
+3 more

Contact Information

Phone

021 885 528

Email

Not available

Website

www.leemason.co.nz

Address

20 San Priamo Place,Paraparaumu Beach,Paraparaumu,5032,New Zealand

About Jatz Limited

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Public Disclosure Statement

41 providers on panel

Jatz Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-18 · source format PDF.

→ View Jatz Limited's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json

Fee structure: fee and commission
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FSCL
Scope of advice (verbatim from PDS): Personal insurance (risk), including health insurance
Business Risk Insurance (Key Person, Shareholder Protection benefits, Business Overheads/Expenses)
ACC advice
Mortgages and personal lending
Life insurance
Trauma insurance
Total and permanent disability insurance
Income Protection insurance
Mortgage and household expenses cover
Health/medical insurance
Group Insurance
Specialties: Health Insurance
General Insurance
Income Protection
Business Insurance
Financial Planning
Mortgages
Lending
Life Insurance
Trauma Insurance
Disability 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.
Ownership: Jatz Ltd trading as Lee Mason Mortgages & Insurance (FSP 768071)

Distribution panel

Product providers Jatz 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 · 33

ANZ +37
BNZ +35
Westpac +34
ASB Bank +31
Avanti Finance +26
First Mortgage Trust +25
Heartland Bank +23
Cressida Capital +21
Prospa +20
ASAP Finance +17
Basecorp Finance +16
Southern Cross Partners +15
Resimac +14
SBS Bank +11
Liberty Financial +11
TSB +10
Bank of China +9
General Finance +9
Bluestone +8
ICBC +7
China Construction Bank +6
The Co-operative Bank +6
Peppermoney +4
NZCU Baywide +4
Zip Business +4
XE +4
Strata Funding +3
Gold Band Finance +3
DBR Property Financiers +2
Apricity Finance +2
Zagga +2
NZCU South +1
Western Union

Other products · 8

AIA +39
Partners Life +38
Fidelity Life +34
Asteron Life +25
nib +22
Accuro +2
Cigna +1
Southern Cross Life Insurance

Verbatim quotes from Jatz Limited's PDS (8 fields cited)

Fees

“Lee Mason Mortgages & Insurance advisers are usually remunerated by way of commission, by the providers of the loan products we recommend. On occasion, some providers may not pay a commission. In this situation, we will charge a fee for our advice. The fee payable will be a reflection of the time required to obtain a loan approval for you.”

Commission

“For life insurance and health insurance, Lee Mason Mortgages & Insurance and the financial adviser receive commissions from the insurance companies whose policies we can recommend. If you decide to take out insurance that we recommend, the insurer will pay a commission to Jatz Ltd and/or the adviser who provides your advice. The amount of the commission is based on the amount of premium associated with your cover”

Product panel

“We provide advice in relation to products provided by the following companies: - ASB - ANZ - Westpac - BNZ - China Construction Bank - Bank of China - ICBC - SBS - Heartland Bank - The Cooperative Bank - TSB - Resimac - Peppermoney - First Mortgage Trust - Liberty - AIA - Avanti Finance”

Conflicts of interest

“From time to time, product providers may also reward us for the overall business we provide to them. They may give us tickets to sports events, hampers, or other incentives.”

Scope of advice

“Lee Mason Mortgages & Insurance advisers provide advice about: - Personal insurance (risk), including health insurance. - Business Risk Insurance (Key Person, Shareholder Protection benefits, Business Overheads/Expenses) - ACC advice - Mortgages and personal lending”

Dispute resolution

“you can contact Financial Services Complaints Ltd (FSCL). FSCL provides a free, independent dispute resolution service that may help investigate or resolve your complaint if we have not been able to resolve your complaint to your satisfaction. You can contact FSCL by phone 0800 347 257 or email info@fscl.org.nz.”

Ownership

“Jatz Ltd trading as Lee Mason Mortgages & Insurance FSP 768071 holds a licence issued by the Financial Markets Authority to provide financial advice. Gian Botha FSP1011048 is authorised by that licence to provide financial advice.”

Material relationships

“For mortgages and lending, Lee Mason Mortgages & Insurance and the financial adviser receive commissions from some of the lenders we can provide recommendations for. If you proceed to implement lending with the lender recommended to you, the lender will pay a commission to your financial adviser. The amount of the commission is based on the amount of the lending”

Verbatim spans extracted from the source PDS dated 2026-05-18. 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 Jatz 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 and lending planning fee
Advisory

Mortgage and lending advice service, typically commission-based; fees apply in specific circumstances.

Fees: Usually commission from lender; $150/hr up to $1,800 if no commission or client doesn't proceed.

For: retail
Mortgage and lending service fee
Advisory

Ongoing mortgage service; fee applies if loan repaid or refinanced within two years without adviser involvement.

Fees: Fee up to $2,500 if loan repaid or refinanced within two years without adviser assistance.

For: retail
Insurance Service Fee
Advisory

Personal and business insurance advice; no upfront fees but a fee may apply if policy cancelled within two years.

Fees: No fees for advice; fee may apply if life or health insurance policy cancelled within two years of inception.

For: retail

Additional disclosure documents

Documents linked from Jatz 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.

Financial Markets Authority website · 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.