# Moneytree Financial Services Limited

**FSP FSP702531** · **Palmerston North** · **registered** · registered 2019-12-04

Moneytree Financial Services Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 4 advisers.

**Trading names:** Moneytree Financial Services Limited, Moneytree, Moneytree

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

**Dispute resolution scheme:** Financial Dispute Resolution Scheme

## Public Disclosure Statement (FMC Act s431)

Latest version on file: **2026-06-06** · source format: HTML page

Original disclosure: <https://moneytree.co.nz/about-moneytree/>

- Receives commission: **no** (disclosed in PDS)
- Scope of advice: KiwiSaver, Home mortgages, Life insurance, Health insurance, Life and disability insurance, Fire and general insurance
- Product panel: AIA Home Loans, AIA, Asteron Life, Chubb Life, Fidelity Life, Partners Life, Accuro, NIB (+2 more)
- Ownership: MoneyTree Financial Services Limited; shareholders are Regan Thomas (Founder and Managing Director) and Jamie Thomas.

Full disclosure mirror: <https://financeadvisers.co.nz/api/provider/FSP702531/disclosure.md>

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP702531>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/provider/moneytree-financial-services-limited-palmerston-north-FSP702531>
- Machine-readable facts: <https://financeadvisers.co.nz/api/provider/FSP702531/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*