Lyford Investment Management Limited

Financial Services Provider

★★★★★

5 Read 9 reviews on Google

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

Lower Hutt

FSPR Registered

FSP Number: FSP341506

NZBN: 9429034619834

Team Size: 3 advisers

Verify on FSPR

About Lyford Investment Management Limited

What is Lyford Investment Management Limited?

Lyford Investment Management Limited is a financial services provider, based in Lower Hutt, with 12 years on the FSPR register, and 3 appointed advisers on file.

How is Lyford Investment Management Limited regulated?

Lyford Investment Management Limited is registered on the Financial Service Providers Register (FSPR)as FSP341506, with first registration in 2014. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Lyford Investment Management Limited offer?

Lyford Investment Management Limited's Public Disclosure Statement lists the following scope of advice: Investment advice and implementation, Strategic asset allocation, Investment portfolios, Risk/return profile assessment, Retirement planning, KiwiSaver. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Lyford Investment Management Limited's PDS dated 2026-06-06 · HTML source. View original.

Fee structure: fee and commission
Commission: Yes
Dispute scheme: IFSO
Panel: 13 providers

Scope of advice

Investment advice and implementation
Strategic asset allocation
Investment portfolios
Risk/return profile assessment
Retirement planning
KiwiSaver
Personal and group insurance cover (life, disability, income protection, trauma, health)
Debt management (personal and investment borrowing)
+1 more

Contact Information

Phone

04 471 0662

Email

Not available

Website

Not available

Address

174 Hutt Road,Petone,Lower Hutt,5012,New Zealand

About Lyford Investment Management Limited

Company profile coming soon

Get in touch to add your company description

Public Disclosure Statement

13 providers on panel

Lyford Investment Management Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-06-06 · source format HTML.

→ View Lyford Investment Management Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: fee and commission
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: IFSO
Scope of advice (verbatim from PDS): Investment advice and implementation
Strategic asset allocation
Investment portfolios
Risk/return profile assessment
Retirement planning
KiwiSaver
Personal and group insurance cover (life, disability, income protection, trauma, health)
Debt management (personal and investment borrowing)
UK pension transfer
Ownership: Lyford Investment Management Limited, trading as Lyfords and Lyford Financial Services. Previously operated as Creating Wealth Ltd (from 1994), rebranded in 2005.

Distribution panel

Product providers Lyford Investment Management 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 · 1

Booster +21

Life & Health Insurance · 1

NIB Health Insurance

Investments & Funds · 4

ANZ Investments +3
Synergy Investments +1
FNZ
Consilium NZ Ltd

Other products · 7

AIA +40
Fidelity Life +35
Asteron Life +26
Chubb Life +14
Resolution Life +9
Partners Life +1
i-Select Superannuation

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier C). For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.