What is Jbwere (nz) Limited?
Jbwere (nz) Limited is a financial services provider, based in Wellington, with 2 years on the FSPR register, and 114 appointed advisers on file.
Jbwere (nz) Limited
Financial Services Provider
Wellington
FSPR Registered
About Jbwere (nz) Limited
How is Jbwere (nz) Limited regulated?
Jbwere (nz) Limited is registered on the Financial Service Providers Register (FSPR)as FSP1006426, with first registration in 2024. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Jbwere (nz) Limited offer?
Jbwere (nz) Limited's Public Disclosure Statement lists the following scope of advice: Listed and unlisted equities (domestic and international), Fixed interest investments, such as bonds, Cash and term deposits, Managed funds, Alternative investments, such as hedge funds and private equity, Currency hedging through the JBWere hedging service. Refer to the original PDS for the binding scope.
Public Disclosure Statement highlights
Full PDS section ↓Extracted from Jbwere (nz) Limited's PDS dated 2026-05-24 · HTML source. View original.
- Fee structure
- mixed
- Commission
- Yes
- Dispute scheme
- FSCL
- Panel
- 6 providers
- Services
- 5 named
- FAQs
- 3 answered
- Linked docs
- 1
Scope of advice
- Listed and unlisted equities (domestic and international)
- Fixed interest investments, such as bonds
- Cash and term deposits
- Managed funds
- Alternative investments, such as hedge funds and private equity
- Currency hedging through the JBWere hedging service
- Tailored investment solutions for investor visa requirements
- Margin lending facilities
- +4 more
Contact Information
Phone
Not available
Not available
Website
Not available
Address
Level 21, 171 Featherston Street,Wellington Central,Wellington,6011,New Zealand
About Jbwere (nz) Limited
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Public Disclosure Statement
6 providers on panelJbwere (nz) Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.
→ View Jbwere (nz) 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)
-
- Listed and unlisted equities (domestic and international)
- Fixed interest investments, such as bonds
- Cash and term deposits
- Managed funds
- Alternative investments, such as hedge funds and private equity
- Currency hedging through the JBWere hedging service
- Tailored investment solutions for investor visa requirements
- Margin lending facilities
- Personalised portfolio management services
- Targeted portfolio advice
- Transactional advice
- Execution-only (non-advice) services
- Specialties
-
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
- JBWere (NZ) Limited is a wholly owned subsidiary of FirstCape Group Limited. FirstCape's shareholders are: National Australia Bank (NAB) 40.5%, investment funds managed/advised by Pacific Equity Partners (PEP) 31.5%, Jarden Group Limited 18.0%, and FirstCape Trustee Limited 10.0%…
Distribution panel
Product providers Jbwere (nz) 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 · 1
- Margin Lending (NZ) Limited
Investments & Funds · 1
- Harbour Asset Management
Other products · 4
- National Australia Bank (NAB)
- Pacific Equity Partners (PEP)
- Jarden Securities
- JBWere (NZ) Nominees Limited
Verbatim quotes from Jbwere (nz) Limited's PDS (4 fields cited)
Fees
“JBWere charges fees in relation to the services we provide. Fees may be charged as follows: - on a funds-under-management basis (involving a regular percentage-based fee deducted from your investment portfolio to cover custody, portfolio management and monitoring services), and/or - on a transactional basis (such as brokerage, when investments are bought or sold)”
Commission
“JBWere may receive commissions, rebates, fees or brokerage from issuers of managed funds, fees from corporate issuers of securities, commissions or other fees payable on the sale of financial products to you and these will be disclosed to you.”
Scope of advice
“We primarily offer personalised portfolio management services, in addition to targeted portfolio advice, transactional advice, and execution-only (non-advice) services.”
Dispute resolution
“If JBWere cannot resolve your complaint, or you are not satisfied with the outcome of our internal process, you can contact **Financial Services Complaints Ltd (FSCL) – A Financial Ombudsman Service**.”
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 Jbwere (nz) 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.
-
personalised portfolio management services
Discretionary or managed portfolio service tailored to individual client needs and circumstances.
Fees: Funds-under-management basis (percentage-based fee) and/or transactional brokerage fees.For: retail -
targeted portfolio advice
AdvisoryAdvice targeted at specific aspects of a client's portfolio rather than full portfolio management.
Fees: Fees disclosed in writing before service commences; may be FUM-based or transactional.For: retail -
transactional advice
AdvisoryAdvice provided in connection with specific investment transactions.
Fees: Transactional basis such as brokerage when investments are bought or sold.For: retail -
execution-only (non-advice) services
AdvisoryTrade execution service with no financial advice provided to the client.
Fees: Transactional brokerage fees apply.For: retail -
JBWere hedging service
Currency hedging service for clients seeking to manage foreign exchange exposure.
Fees: Margins may be taken on foreign exchange transactions.
FAQs from this firm's PDS
Common consumer questions answered in Jbwere (nz) Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.
What financial products does JBWere advise on?
“Through our services, we provide advice on a wide range of financial products, including: - Listed and unlisted equities (domestic and international) - Fixed interest investments, such as bonds - Cash and term deposits - Managed funds - Alternative investments, such as hedge funds and private equity - Currency hedging through the JBWere hedging service - Tailored investment solutions to meet your investor visa requirements (however we do not provide New Zealand immigration or visa application advice) - Margin lending facilities”
What does JBWere NOT advise on?
“JBWere and our advisers do not advise on any of the following: - Insurance - Taxation - Law or regulation - Estate planning or structuring - Direct property or unlisted property trusts - Physical assets (including real estate)”
What duties do JBWere and its advisers have under the law?
“We are required to: - give priority to your interests by taking all reasonable steps to make sure our advice is not materially influenced by our own or any of our financial adviser's or related parties' interests - exercise care, diligence, and skill in providing you with advice - meet applicable standards of competence, knowledge and skill under the Code - meet standards of ethical behaviour, conduct and client care under the Code”
Additional disclosure documents
Documents linked from Jbwere (nz) 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 Services Complaints Ltd (FSCL) – A Financial Ombudsman Service · Complaints Process
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.
Adviser Team
114 advisers AM
Aaron Mitchell Shields
Financial Adviser
FSP421286
Based in Nelson
View profile
AK
Agnieszka Krzeczkowska
Financial Adviser
FSP543046
Based in Auckland
View profile
AM
Alison Mary Wilton
Financial Adviser
FSP76761
Based in Havelock North
View profile
AC
Andrew Colin Harvey
Financial Adviser
FSP108984
Based in Auckland
View profile
AD
Andrew Denis Grant Atkinson
Financial Adviser
FSP691131
Based in Havelock North
View profile
AJ
Andrew John Ford
Financial Adviser
FSP1004892
Based in Auckland Central
View profile
AM
Andrew Mark Austin
Financial Adviser
FSP219725
Based in Wellington
View profile
AM
Andrew Martin Crombie
Financial Adviser
FSP109287
Based in Wellington
View profile
AM
Andrew Murray Graham
Financial Adviser
FSP49302
Based in Auckland Central
View profile
AR
Andrew Robert Sturgeon
Financial Adviser
FSP268505
Based in Wellington
View profile
AT
Andrew Tait Horton
Financial Adviser
FSP51844
Based in Auckland
View profile
AA
Angus Anthony Marks
Financial Adviser
FSP48183
Based in Wellington
View profile
AJ
Anna Jane Kay
Financial Adviser
FSP1004251
Based in Havelock North
View profile
AM
Anna Maree Boland
Financial Adviser
FSP91641
Based in Queenstown
View profile
AP
Anthony Peter Conroy
Financial Adviser
FSP74883
Based in Dunedin
View profile
AD
Anton David Van Der Wilt
Financial Adviser
FSP51423
Based in Wellington
View profile
AJ
Antony John Connolly
Financial Adviser
FSP48203
Based in Auckland Central
View profile
BJ
Benjamin John Petro
Financial Adviser
FSP544566
Based in Wellington
Central
View profile
BW
Benjamin William Ashford
Financial Adviser
FSP546106
Based in Wellington
Central
View profile
BJ
Brenda Jean Allen-Browne
Financial Adviser
FSP114844
Based in Wellington
View profile
BJ
Brent John Greig
Financial Adviser
FSP48225
Based in Havelock North
View profile
BA
Brett Andrew Steven
Financial Adviser
FSP48241
Based in Auckland Central
View profile
BK
Brian Keith Moss
Financial Adviser
FSP49682
Based in Auckland
View profile
BK
Bruce Kingsley Robertson
Financial Adviser
FSP109044
Based in Auckland
View profile
BC
Bryan Charles Henry Shepherd
Financial Adviser
FSP113745
Based in Wellington
View profile
CJ
Caroline Jane Rikard-Bell
Financial Adviser
FSP1004641
Based in Auckland Central
View profile
CD
Christopher Douglas Lawrence White
Financial Adviser
FSP143244
Based in Auckland Central
View profile
CP
Christopher Patrick West
Financial Adviser
FSP48244
Based in Wellington
View profile
DA
David Andrew Pretorius
Financial Adviser
FSP115504
Based in Auckland Central
View profile
DB
David Brian Lynch
Financial Adviser
FSP110360
Based in Auckland
View profile
DG
David Guilbert Fussell
Financial Adviser
FSP576187
Based in Christchurch Central
View profile
DJ
Dion James Atherton Smith
Financial Adviser
FSP107204
Based in Nelson
View profile
DF
Dugan Finbar Flannery
Financial Adviser
FSP1011526
Based in Christchurch
View profile
EM
Emma Marie Townsend
Financial Adviser
FSP1010867
Based in Dunedin
View profile
FJ
Francis John Gargiulo
Financial Adviser
FSP49845
Based in Nelson
View profile
GJ
Glenn Joseph Wilson
Financial Adviser
FSP48701
Based in Wellington
View profile
GJ
Graham John Parlane
Financial Adviser
FSP612029
Based in Wellington
View profile
GJ
Gregory James Lillico
Financial Adviser
FSP48226
Based in Nelson
View profile
GJ
Gregory James Main
Financial Adviser
FSP51582
Based in Wellington
View profile
HL
Hannah Louise Donaldson
Financial Adviser
FSP261765
Based in Christchurch
View profile
HR
Humphrey Richard Thornley Sherratt
Financial Adviser
FSP109146
Based in Auckland
View profile
HS
Hunter Samuel Fullarton
Financial Adviser
FSP570307
Based in Auckland Central
View profile
IS
Ian Stuart Dalley
Financial Adviser
FSP50081
Based in Christchurch
View profile
JA
James Andrew Bascand
Financial Adviser
FSP1010490
Based in Wellington
View profile
JF
James Fletcher Malden
Financial Adviser
FSP113607
Based in Wellington
View profile
JS
James Stuart Hunter
Financial Adviser
FSP670531
Based in Wellington
View profile
JW
James William Young
Financial Adviser
FSP381426
Based in Auckland Central
View profile
JL
Jane Lauren Anderson
Financial Adviser
FSP71543
Based in Christchurch
View profile
JA
Jennifer Anne Gibbs
Financial Adviser
FSP596409
Based in Auckland
View profile
JA
Jeremy Adrian Patrick Ashcroft
Financial Adviser
FSP49381
Based in Auckland Central
View profile
JD
Jeremy Deane Smith
Financial Adviser
FSP603529
Based in Auckland Central
View profile
JN
John Noel Rowley
Financial Adviser
FSP109170
Based in Auckland
View profile
JW
John William Bodie
Financial Adviser
FSP110664
Based in Auckland Central
View profile
JE
Johnathan Edward Bayley
Financial Adviser
FSP110264
Based in Cambridge
View profile
JP
Jon Paul Preston
Financial Adviser
FSP1011512
Based in Christchurch Central
View profile
JD
Jonathan Dundonald Cochrane
Financial Adviser
FSP32202
Based in Christchurch
View profile
JK
Jonathan Kendall Glass
Financial Adviser
FSP66602
Based in Wellington
View profile
JP
Jonathan Patrick Wilson Tierney
Financial Adviser
FSP109828
Based in Auckland Central
View profile
KL
Kate Louise Skeggs
Financial Adviser
FSP1004280
Based in Queenstown
View profile
KR
Kristan Richmond Mines
Financial Adviser
FSP115304
Based in Wellington
View profile
KR
Kyle Rae Edmonds
Financial Adviser
FSP550167
Based in Wellington
Central
View profile
LE
Lisa Ellen Connor
Financial Adviser
FSP32181
Based in Auckland Central
View profile
LE
Louise Elizabeth Lawton
Financial Adviser
FSP108944
Based in Auckland
View profile
MB
Mark Brian Gander
Financial Adviser
FSP108905
Based in Auckland Central
View profile
MD
Mark Darren Stratford
Financial Adviser
FSP109311
Based in Wellington
View profile
MR
Mark Richard Corlett
Financial Adviser
FSP259045
Based in Auckland Central
View profile
MR
Mark Richard Logan
Financial Adviser
FSP101790
Based in Auckland
View profile
MW
Martin Wisler Poulsen
Financial Adviser
FSP46183
Based in Auckland Central
View profile
MK
Matthew Keith Hands
Financial Adviser
FSP32484
Based in Gisborne
View profile
MR
Michael Russell Ian Grace
Financial Adviser
FSP421386
Based in Wellington
View profile
MW
Michael William Ensor
Financial Adviser
FSP110659
Based in Christchurch
View profile
MR
Minal Ravindra Bhikha
Financial Adviser
FSP578907
Based in Auckland
View profile
NB
Nathan Brent Latimer
Financial Adviser
FSP110167
Based in Christchurch
View profile
NG
Nicholas Guy O'Connor
Financial Adviser
FSP627210
Based in Wellington
View profile
PJ
Patrick James McCarthy
Financial Adviser
FSP548868
Based in Auckland Central
View profile
PJ
Paul James Henry
Financial Adviser
FSP109306
Based in Christchurch
View profile
PH
Peter Hilton Stokes
Financial Adviser
FSP110724
Based in Auckland Central
View profile
PJ
Peter John Irwin
Financial Adviser
FSP50462
Based in Wellington
Central
View profile
PR
Philip Ralph Hunter
Financial Adviser
FSP48242
Based in Wellington
View profile
PT
Philip Trevor England
Financial Adviser
FSP109768
Based in Christchurch
View profile
RR
Ralph Robert William Goodwin
Financial Adviser
FSP50863
Based in Wellington
View profile
RJ
Rebecca Jane Victoria Drummond
Financial Adviser
FSP115525
Based in Auckland Central
View profile
RS
Reuben Samuel Stanley
Financial Adviser
FSP456568
Based in Wellington
View profile
RJ
Richard Joseph McCadden
Financial Adviser
FSP437247
Based in Wellington
View profile
RM
Richard Mark Ridout
Financial Adviser
FSP76322
Based in Christchurch
View profile
RC
Robert Charles Hawkins
Financial Adviser
FSP109884
Based in Auckland Central
View profile
RM
Robert Matthew Graham
Financial Adviser
FSP1007510
Based in Auckland Central
View profile
SB
Samer Bejjani
Financial Adviser
FSP110686
Based in Auckland Central
View profile
SE
Samuel Effingham Howard
Financial Adviser
FSP48981
Based in Havelock North
View profile
SM
Sarah Marie Ashby
Financial Adviser
FSP452346
Based in Tauranga
View profile
SW
Scott Walter Fowler
Financial Adviser
FSP27225
Based in Wellington
View profile
SL
Sean Leonard Poulton
Financial Adviser
FSP598669
Based in Auckland Central
View profile
SH
Selwyn Henry Melville Smith
Financial Adviser
FSP103984
Based in Wellington
View profile
SA
Simon Antony Hogg
Financial Adviser
FSP225825
Based in Wellington
Central
View profile
SB
Simon Boyne Myhre
Financial Adviser
FSP51861
Based in Auckland Central
View profile
SJ
Simon John Ravenscroft
Financial Adviser
FSP130884
Based in Auckland Central
View profile
SJ
Simon Joseph Bradley
Financial Adviser
FSP1004514
Based in Tauranga
View profile
SA
Steivan Andri Juvalta
Financial Adviser
FSP445186
Based in Auckland
View profile
SM
Stephanie Marie Upston
Financial Adviser
FSP1005161
Based in Auckland Central
View profile
SC
Steven Chang
Financial Adviser
FSP27561
Based in Auckland Central
View profile
SA
Stuart Anthony Thomas
Financial Adviser
FSP108028
Based in Christchurch
View profile
SJ
Stuart James Hardie
Financial Adviser
FSP44282
Based in Auckland Central
View profile
SJ
Stuart James Roberts
Financial Adviser
FSP39523
Based in Christchurch Central
View profile
SL
Suli Luo
Financial Adviser
FSP78481
Based in Auckland
View profile
TL
Thomas Lawler
Financial Adviser
FSP1007839
Based in Wellington
View profile
TW
Thomas William Wallace Phillips
Financial Adviser
FSP109886
Based in Auckland
View profile
TC
Ting Chen
Financial Adviser
FSP504326
Based in Auckland Central
View profile
TA
Tobias Arthur Peter Taylor
Financial Adviser
FSP16562
Based in Havelock North
View profile
TR
Tony Robert Glucina
Financial Adviser
FSP239005
Based in Auckland Central
View profile
VT
Vanessa Taerea Otang
Financial Adviser
FSP570927
Based in Wellington
Central
View profile
WS
Wen Shan
Financial Adviser
FSP1006270
Based in Auckland Central
View profile
WP
William Peter Savage
Financial Adviser
FSP523226
Based in Auckland Central
View profile
WR
William Ronald Trotter
Financial Adviser
FSP152524
Based in Wellington
View profile
YC
Yingyao Cui
Financial Adviser
FSP474747
Based in Auckland Central
View profile
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Request ConsultationWhy Choose Jbwere (nz) Limited?
FSPR Registered - Licensed & regulated
Adviser Team - 114 advisers
Consultation Available - Contact to enquire
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