# Lighthouse Wealth Limited

**FSP FSP748572** · **Auckland** · **registered** · registered 2020-07-29

Lighthouse Wealth Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 8 advisers.

**Trading names:** Lighthouse Wealth Limited

**Services:** Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence

**Dispute resolution scheme:** Insurance & Financial Services Ombudsman Scheme Inc.

## Public Disclosure Statement (FMC Act s431)

Latest version on file: **2026-05-24** · source format: HTML page

Original disclosure: <https://lighthousefinancial.co.nz/wealth-disclosure-statement/>

- Fee structure: **fee and commission**
- Receives commission: **yes** (disclosed in PDS)
- DRS membership: **IFSO**
- Scope of advice: Investments (managed funds, investment funds), Investment property (as a planning tool only; no advice on specific properties), KiwiSaver, Budgets, Personal insurance (life insurance, income protection), Health insurance, ACC, UK pension transfers (+1 more)
- Product panel: Synergy Investments, Milford, Booster, Generate, Kernel, KiwiWrap, Pathfinder, Asteron (+8 more)
- Ownership: Lighthouse Wealth Limited (FSP 748572), trading as Lighthouse Wealth. Lighthouse Wealth owns 25% of Lighthouse Property. Further ownership structure not stated.

Full disclosure mirror: <https://financeadvisers.co.nz/api/provider/FSP748572/disclosure.md>

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP748572>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/provider/lighthouse-wealth-limited-auckland-FSP748572>
- Machine-readable facts: <https://financeadvisers.co.nz/api/provider/FSP748572/facts.json>

*FinanceAdvisersNZ is a directory mirror of public FSPR + FAP-PDS data. We do not regulate, vet, or endorse advisers, and we do not provide financial advice. PDS facts are LLM-extracted (confidence tier C); for the authoritative wording use the original disclosure URL above.*

*Last refreshed: 2026-08-04*