Private Wealth Advisers Limited

Financial Services Provider

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Auckland

FSPR Registered

FSP Number: FSP28141

NZBN: 9429036896301

Team Size: 5 advisers

Verify on FSPR

About Private Wealth Advisers Limited

What is Private Wealth Advisers Limited?

Private Wealth Advisers Limited is a financial services provider, based in Auckland, with 15 years on the FSPR register, and 5 appointed advisers on file.

How is Private Wealth Advisers Limited regulated?

Private Wealth Advisers Limited is registered on the Financial Service Providers Register (FSPR)as FSP28141, 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 Private Wealth Advisers Limited offer?

Private Wealth Advisers Limited's Public Disclosure Statement lists the following scope of advice: Managed funds, Direct equities, Bonds, ETFs, Listed property trusts, Private equity. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Private Wealth Advisers Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: mixed
Commission: No
Dispute scheme: IFSO
Panel: 1 providers
Services: 6 named
Linked docs: 1

Scope of advice

Managed funds
Direct equities
Bonds
ETFs
Listed property trusts
Private equity
Private credit
On-call cash and term deposits
+6 more

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

130 St Georges Bay Road,Parnell,Auckland,1052,New Zealand

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Public Disclosure Statement

1 provider on panel

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

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

Fee structure: mixed
Receives commission: No — disclosed in PDS
Dispute resolution scheme: IFSO
Scope of advice (verbatim from PDS): Managed funds
Direct equities
Bonds
ETFs
Listed property trusts
Private equity
Private credit
On-call cash and term deposits
Short term savings
Investment solutions
Financial projections / retirement planning
Cash management

+2 more
Specialties: Investments
Retirement Planning
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: Private Wealth Advisers Limited (FSP28141) trading as Private Wealth Advisers Limited. A non-executive director is also a shareholder of PWA.

Distribution panel

Product providers Private Wealth Advisers 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 · 1

not-stated

Verbatim quotes from Private Wealth Advisers Limited's PDS (4 fields cited)

Fees

“For each client engagement we agree a fee for service, prior to the commencement of any billable work. We discuss the level of engagement required as this will determine the ongoing costs. These can be in the form of: - Fixed annualised costs - An agreed percentage of the total portfolio value (this may be in the vicinity of **0.50% – 2.00% gross p.a.**, agreed prior) - Invoicing on a 'time in attendance' basis”

Conflicts of interest

“The main conflict of interest arises from referrals from our non-executive director who will be acting as both trustee and accountant of the client being referred. This individual is also a shareholder of PWA and may benefit in the form of dividend payments and shareholder value.”

Scope of advice

“Private Wealth Advisers provides advice to our clients about their investments. Our financial advisers provide financial advice in relation to: - Managed funds - Direct equities - Bonds - ETFs - Listed property trusts - Private equity - Private credit - On-call cash and term deposits”

Dispute resolution

“If we can't resolve your complaint, or you aren't satisfied with the way we propose to do so, you can contact the **Insurance & Financial Services Ombudsman Scheme Inc. (IFSO Scheme)**. IFSO Scheme provides a free, independent dispute resolution service that may help investigate or resolve your complaint.”

Verbatim spans extracted from the source PDS dated 2026-05-24. 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 Private Wealth Advisers 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.

Short term savings
Advisory

Short term savings solutions for clients.

Fees: Fee agreed prior to work; fixed, percentage of portfolio (0.50–2.00% p.a.), or time-based billing.

For: retail
Investment solutions
Advisory

Tailored investment advice across managed funds, equities, bonds, ETFs, and other asset classes.

Fees: Fee agreed prior to work; fixed, percentage of portfolio (0.50–2.00% p.a.), or time-based billing.

For: retail
Financial projections / retirement planning
Advisory

Financial projections and retirement planning advice for clients.

Fees: Fee agreed prior to work; fixed, percentage of portfolio (0.50–2.00% p.a.), or time-based billing.

For: retail
Cash management
Advisory

Management and advice on cash holdings including on-call and term deposits.

Fees: Fee agreed prior to work; fixed, percentage of portfolio (0.50–2.00% p.a.), or time-based billing.

For: retail
Cashflow analysis
Advisory

Analysis of client cashflow to support financial planning and advice.

Fees: Fee agreed prior to work; fixed, percentage of portfolio (0.50–2.00% p.a.), or time-based billing.

For: retail
Debt management
Advisory

Advice and management support relating to client debt obligations.

Fees: Fee agreed prior to work; fixed, percentage of portfolio (0.50–2.00% p.a.), or time-based billing.

For: retail

Additional disclosure documents

Documents linked from Private Wealth Advisers Limited's PDS. URLs verified to appear in the source document at extract time; links may rot — verify with the firm before relying on a specific version.

Private Wealth Advisers Privacy Policy · Privacy Policy

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.