Polson Higgs Wealth Management Limited

Financial Services Provider

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Dunedin

FSPR Registered

FSP Number: FSP26381

NZBN: 9429033256238

Team Size: 7 advisers

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About Polson Higgs Wealth Management Limited

What is Polson Higgs Wealth Management Limited?

Polson Higgs Wealth Management Limited is a financial services provider, based in Dunedin, with 15 years on the FSPR register, and 7 appointed advisers on file.

How is Polson Higgs Wealth Management Limited regulated?

Polson Higgs Wealth Management Limited is registered on the Financial Service Providers Register (FSPR)as FSP26381, with first registration in 2010. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Polson Higgs Wealth Management Limited offer?

Polson Higgs Wealth Management Limited's Public Disclosure Statement lists the following scope of advice: Discretionary investment management service (DIMS), Model investment portfolios (Classic and Socially Responsible Investment variants) across risk profiles from 30/70 to 98/2, Managed funds investing in NZ and international shares, cash, and fixed interest investments, Wholesale term deposit facility, Financial planning including understanding client goals, risk tolerance, investment time frame and financial needs. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Polson Higgs Wealth Management Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: percentage of FUM
Commission: No
Dispute scheme: IFSO
Panel: 6 providers

Scope of advice

Discretionary investment management service (DIMS)
Model investment portfolios (Classic and Socially Responsible Investment variants) across risk profiles from 30/70 to 98/2
Managed funds investing in NZ and international shares, cash, and fixed interest investments
Wholesale term deposit facility
Financial planning including understanding client goals, risk tolerance, investment time frame and financial needs

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

139 Moray Place,Dunedin Central,Dunedin,9016,New Zealand

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Public Disclosure Statement

6 providers on panel

Polson Higgs Wealth Management Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

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

Fee structure: percentage of FUM
Receives commission: No — disclosed in PDS
Dispute resolution scheme: IFSO
Scope of advice (verbatim from PDS): Discretionary investment management service (DIMS)
Model investment portfolios (Classic and Socially Responsible Investment variants) across risk profiles from 30/70 to 98/2
Managed funds investing in NZ and international shares, cash, and fixed interest investments
Wholesale term deposit facility
Financial planning including understanding client goals, risk tolerance, investment time frame and financial needs
Specialties: Investments
Financial Planning

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.
Ownership: phwealth (Polson Higgs Wealth Management Limited) is a wholly owned subsidiary of Craigs Investment Partners Limited. Craigs' ultimate holding company is Crown TopCo Limited, which is 50% owned by Crown UK TopCo Limited (owned by funds managed by TA Associates, a global private e…

Distribution panel

Product providers Polson Higgs Wealth 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.

Investments & Funds · 5

Kernel Wealth +2
Evidential +2
Harbour Asset Management +1
Dimensional Fund Advisors
Russell Investments

Savings & Banking · 1

FNZ Custodians Limited

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.