Moneytree Financial Services Limited

Name: Moneytree Financial Services Limited — FSPR registry mirror
Creator: FinanceAdvisersNZ
Published: 2026-06-06
License: https://financeadvisers.co.nz/methodology

Financial Services Provider

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Palmerston North

FSPR Registered

FSP Number: FSP702531

NZBN: 9429031367660

Team Size: 4 advisers

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About Moneytree Financial Services Limited

What is Moneytree Financial Services Limited?

Moneytree Financial Services Limited is a financial services provider, based in Palmerston North, with 6 years on the FSPR register, and 4 appointed advisers on file.

How is Moneytree Financial Services Limited regulated?

Moneytree Financial Services Limited is registered on the Financial Service Providers Register (FSPR)as FSP702531, with first registration in 2019. Disputes are handled by Financial Dispute Resolution Scheme. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Moneytree Financial Services Limited offer?

Moneytree Financial Services Limited's Public Disclosure Statement lists the following scope of advice: KiwiSaver, Home mortgages, Life insurance, Health insurance, Life and disability insurance, Fire and general insurance. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Moneytree Financial Services Limited's PDS dated 2026-06-06 · HTML source. View original.

Fee structure: not stated
Commission: No
Dispute scheme: not-stated
Panel: 10 providers

Scope of advice

KiwiSaver
Home mortgages
Life insurance
Health insurance
Life and disability insurance
Fire and general insurance

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

29a Moerangi Street,West End,Palmerston North,4410,New Zealand

About Moneytree Financial Services Limited

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Public Disclosure Statement

10 providers on panel

Moneytree Financial Services Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-06-06 · source format HTML.

→ View Moneytree Financial Services Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Receives commission: No — disclosed in PDS
Scope of advice (verbatim from PDS): KiwiSaver
Home mortgages
Life insurance
Health insurance
Life and disability insurance
Fire and general insurance
Ownership: MoneyTree Financial Services Limited; shareholders are Regan Thomas (Founder and Managing Director) and Jamie Thomas.

Distribution panel

Product providers Moneytree Financial Services 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

AIA Home Loans +1

KiwiSaver · 2

Booster +21
Generate +21

Life & Health Insurance · 7

AIA +40
Partners Life +39
Fidelity Life +35
Asteron Life +26
nib +23
Chubb Life +14
Accuro +12

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.