McDonald Everest Insurance Brokers Limited

Financial Services Provider

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Auckland

FSPR Registered

FSP Number: FSP34324

NZBN: 9429038751691

Team Size: 11 advisers

Verify on FSPR

About McDonald Everest Insurance Brokers Limited

What is McDonald Everest Insurance Brokers Limited?

McDonald Everest Insurance Brokers Limited is a financial services provider, based in Auckland, with 15 years on the FSPR register, and 11 appointed advisers on file.

How is McDonald Everest Insurance Brokers Limited regulated?

McDonald Everest Insurance Brokers Limited is registered on the Financial Service Providers Register (FSPR)as FSP34324, with first registration in 2010. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does McDonald Everest Insurance Brokers Limited offer?

McDonald Everest Insurance Brokers Limited's Public Disclosure Statement lists the following scope of advice: general insurance, fire insurance. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from McDonald Everest Insurance Brokers Limited's PDS dated 2026-05-23 · PDF source. View original.

Fee structure: fee and commission
Commission: Yes
Dispute scheme: FSCL
Services: 2 named
FAQs: 4 answered
Linked docs: 1

Scope of advice

general insurance
fire insurance

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

Level 4 Ferry Building, 99 Quay Street,Auckland Central,Auckland,1010,New Zealand

About McDonald Everest Insurance Brokers Limited

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Public Disclosure Statement

McDonald Everest Insurance Brokers Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-23 · source format PDF.

→ View McDonald Everest Insurance Brokers 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): general insurance
fire insurance
Specialties: General 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.

Verbatim quotes from McDonald Everest Insurance Brokers Limited's PDS (4 fields cited)

Fees

“We may charge clients fees for financial advice. We will tell you what the fee is before you accept any advice from us or our Advisers. We will charge fees that are payable by you the client when our advice is followed, accepted and the insurance policy is purchased. The fees we charge are for our service, placement, implementation, and administration of the insurance policies”

Conflicts of interest

“You should be aware there are potential conflicts of interest that you the Client may need to take into consideration when you decide to seek and accept financial advice from us or our advisers, we will make you aware of any conflicts when giving advice.”

Scope of advice

“McDonald Everest Insurance Brokers Limited and our advisers give Financial Advice on general and fire Insurance Products for Retail and Wholesale Clients.”

Material relationships

“We are a member of NZbrokers Management Limited, NZbrokers Management Limited provides services such as IT, education, training, technical insurance product and claims support and group member benefits to us. When a client accepts our financial advice as your adviser and purchases a policy NZbrokers may receive a service fee or technology fee from the Product Provider.”

Verbatim spans extracted from the source PDS dated 2026-05-23. 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 McDonald Everest Insurance Brokers 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.

Financial Advice on general and fire Insurance Products
Advisory

Financial advice on general and fire insurance products for retail and wholesale clients.

Fees: Fees charged on policy purchase; commission 0-30% of insurer portion paid by insurer; optional separate service fee.

For: both
Premium Funding
Advisory

Arrangement of premium funding through a funding company to spread insurance costs over the year.

Fees: Remunerated by funding company, usually 1-5% of cost of insurance funded; interest and admin costs apply.

FAQs from this firm's PDS

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

What financial advice can McDonald Everest Insurance Brokers provide?

“McDonald Everest Insurance Brokers Limited and our advisers give Financial Advice on general and fire Insurance Products for Retail and Wholesale Clients.”

What fees does McDonald Everest charge?

“We may charge clients fees for financial advice. We will tell you what the fee is before you accept any advice from us or our Advisers. We will charge fees that are payable by you the client when our advice is followed, accepted and the insurance policy is purchased. The fees we charge are for our service, placement, implementation, and administration of the insurance policies that you choose to accept and purchase.”

How do you make a complaint?

“If you have a problem, concerns or you are dissatisfied with either a product or financial advice service that has been provided by us or one of our Advisers and you require action to be taken please tell us so that we can help and fix the issue. To make a complaint please follow this link McDonald Everest Compliments and Complaints which will give details on our Complaints Process and how to make a complaint.”

What are the limitations on the advice provided?

“McDonald Everest Insurance Brokers Limited is committed to providing our clients with good financial advice that is suitable for our client's needs. We only provide financial advice on Insurance Products.”

Additional disclosure documents

Documents linked from McDonald Everest Insurance Brokers 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.