Policywise Limited

Financial Services Provider

★★★★★

5 Read 38 reviews on Google

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

Tauranga

FSPR Registered

FSP Number: FSP715811

NZBN: 9429046341662

Team Size: 8 advisers

Verify on FSPR

About Policywise Limited

What is Policywise Limited?

Policywise Limited is a financial services provider, based in Tauranga, with 6 years on the FSPR register, and 8 appointed advisers on file.

How is Policywise Limited regulated?

Policywise Limited is registered on the Financial Service Providers Register (FSPR)as FSP715811, with first registration in 2020. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Policywise Limited offer?

Policywise Limited's Public Disclosure Statement lists the following scope of advice: Health Insurance, Life Insurance, Disability Insurance. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Policywise Limited's PDS dated 2026-05-23 · PDF source. View original.

Fee structure: commission only
Commission: Yes
Dispute scheme: not-stated
Panel: 8 providers
Services: 3 named

Scope of advice

Health Insurance
Life Insurance
Disability Insurance

Contact Information

Phone

0800 109 473

Email

Not available

Website

www.policywise.co.nz

Address

1048f Oropi Road,Tauranga,3173,New Zealand

About Policywise Limited

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Public Disclosure Statement

8 providers on panel

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

→ View Policywise Limited's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json

Fee structure: commission only
Receives commission: Yes — disclosed in PDS
Scope of advice (verbatim from PDS): Health Insurance
Life Insurance
Disability Insurance
Specialties: General Insurance
Disability Insurance
Health Insurance
Life 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.

Distribution panel

Product providers Policywise 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.

Life & Health Insurance · 8

AIA +39
Partners Life +38
Fidelity Life +34
Asteron Life +25
Southern Cross +24
Accuro +11
nib +4
Cigna Life

Verbatim quotes from Policywise Limited's PDS (6 fields cited)

Fees

“For Life, Disability and Health insurance, Policywise and the financial adviser receive a fee which is a financial remuneration based on the percentage of the amount of premium from the insurance companies on whose policies we give advice. If you decide to take out insurance, the insurer will pay a fee to Policywise.”

Conflicts of interest

“To ensure that our financial advisers prioritise the client's interests above their own, we follow an advice process that ensures our recommendations are made on the basis of the client's goals and circumstances. All our financial advisers undergo annual training about how to manage conflicts of interest.”

Scope of advice

“Policywise provides advice to our clients about their Health Insurance, Life insurance and Disability Insurance.”

Dispute resolution

“For information on our complaints process and dispute resolution scheme, see Complaint Disclosure.”

Ownership

“Policywise is part of Plus4 Group, remuneration can flow to Policywise from product providers via the Plus 4 Group, this is based on production of the group as a whole and Policywise.”

Material relationships

“Policywise is part of Plus4 Group, remuneration can flow to Policywise from product providers via the Plus 4 Group, this is based on production of the group as a whole and Policywise. The Business can also receive other professional services or benefits (related to being a Financial Advice Provider) from the Plus4 group which help with their operation, training and compliance.”

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 Policywise 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.

Health Insurance
Advisory

Financial advice on health insurance products from selected providers including AIA, Partners Life, Accuro, Nib, and Southern Cross.

Fees: Commission-based: 10-230% of first year's premium upfront; 5-25% of subsequent year's premium ongoing.

For: retail
Life insurance
Advisory

Financial advice on life insurance products from selected providers including AIA, Partners Life, Asteron Life, Fidelity Life, and Cigna Life.

Fees: Commission-based: 10-230% of first year's premium upfront; 5-25% of subsequent year's premium ongoing.

For: retail
Disability Insurance
Advisory

Financial advice on disability insurance products from selected providers including AIA, Partners Life, Asteron Life, Fidelity Life, Cigna Life, Nib, and Southern Cross.

Fees: Commission-based: 10-230% of first year's premium upfront; 5-25% of subsequent year's premium ongoing.

For: retail

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier B). Verbatim quote block above is Sonnet-extracted then substring-verified against the source markdown. For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.