# Polson Higgs Wealth Management Limited

**FSP FSP26381** · **Dunedin** · **registered** · registered 2010-11-23

Polson Higgs Wealth Management Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 7 advisers.

**Trading names:** Polson Higgs Wealth Management Limited, Phwealth

**Services:** Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence; Keeping, investing, administering, or managing money, securities, or investment portfolios on behalf of other persons; DIMS provider - licensed - Licensee

**Dispute resolution scheme:** Insurance & Financial Services Ombudsman Scheme Inc.

## Public Disclosure Statement (FMC Act s431)

Latest version on file: **2026-05-24** · source format: HTML page

Original disclosure: <https://www.phwealth.co.nz/disclosures-policies/service-disclosure-statement/>

- Fee structure: **percentage of FUM**
- Receives commission: **no** (disclosed in PDS)
- DRS membership: **IFSO**
- 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
- Product panel: Harbour Asset Management, Kernel, Dimensional Fund Advisors, Russell Investments, Evidential, FNZ Custodians Limited
- 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 Cro

Full disclosure mirror: <https://financeadvisers.co.nz/api/provider/FSP26381/disclosure.md>

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP26381>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/provider/polson-higgs-wealth-management-limited-dunedin-FSP26381>
- Machine-readable facts: <https://financeadvisers.co.nz/api/provider/FSP26381/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: 2026-08-24*