Rutherford Rede Limited

Financial Services Provider

★★★★★

5 Read 6 reviews on Google

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

Auckland

FSPR Registered

FSP Number: FSP174024

NZBN: 9429037297893

Team Size: 9 advisers

Verify on FSPR

About Rutherford Rede Limited

What is Rutherford Rede Limited?

Rutherford Rede Limited is a financial services provider, based in Auckland, with 14 years on the FSPR register, and 9 appointed advisers on file.

How is Rutherford Rede Limited regulated?

Rutherford Rede Limited is registered on the Financial Service Providers Register (FSPR)as FSP174024, with first registration in 2011. Disputes are handled by Financial Dispute Resolution Scheme. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Rutherford Rede Limited offer?

Rutherford Rede Limited's Public Disclosure Statement lists the following scope of advice: Retirement planning, Investment planning, Debt management, Property investments, Cash management and budgeting, Risk management (general advice). Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Rutherford Rede Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: fee only
Commission: No
Dispute scheme: FDRS
Panel: 3 providers
Services: 2 named
FAQs: 2 answered

Scope of advice

Retirement planning
Investment planning
Debt management
Property investments
Cash management and budgeting
Risk management (general advice)
Asset protection and estate planning (general advice)
Taxation relating to investment (general advice)

Contact Information

Phone

09 361 3670

Email

Not available

Website

www.rutherfordrede.co.nz

Address

91 College Hill,Freemans Bay,Auckland,1011,New Zealand

About Rutherford Rede Limited

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Public Disclosure Statement

3 providers on panel

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

→ View Rutherford Rede Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: fee only
Receives commission: No — disclosed in PDS
Dispute resolution scheme: FDRS
Scope of advice (verbatim from PDS): Retirement planning
Investment planning
Debt management
Property investments
Cash management and budgeting
Risk management (general advice)
Asset protection and estate planning (general advice)
Taxation relating to investment (general advice)
Specialties: Retirement Planning
Investments
Financial Planning
Estate Planning
Tax Advice

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 Rutherford Rede 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.

KiwiSaver · 1

Various

Investments & Funds · 1

Rutherford Rede

Other products · 1

Adminis

Verbatim quotes from Rutherford Rede Limited's PDS (7 fields cited)

Fees

“We are a fee-only practice; our income is derived solely from a transparent fee based on the value of your portfolio. Rutherford Rede will charge a fee for the financial advice that is provided to you and for any DIMS service provided to you. The fee charged will depend on the nature of the financial advice and service that we provide.”

Commission

“We do not receive commissions or trails from product providers; including KiwiSaver and other managed funds recommended. Any trail commissions available are rebated back to our clients where the product provider allows.”

Product panel

“A DIMS facility provided by Rutherford Rede - Shares of listed companies - Shares of listed property companies and real estate investment trusts - Shares of Exchange Traded Funds (ETFs) and investment trusts - Bonds (domestic and foreign), including Government, Local Authority and corporate bonds - Managed funds including KiwiSaver and superannuation - QROPS Scheme (UK Pensions) - Cash, term deposits and money market funds”

Conflicts of interest

“Our advisers receive a portion of the fee for our DIMS service that our clients pay; our remuneration structure may give rise to a conflict of interest. To ensure that we prioritise our client's interests above our own:”

Scope of advice

“We may provide financial advice in the following subject matters: - Retirement planning - Investment planning - Debt management - Property investments - Cash management and budgeting”

Dispute resolution

“Financial Dispute Resolution Service provides a free and independent dispute resolution service that may help to resolve your complaint if we have not been able to do so to your satisfaction.”

Material relationships

“Investments held on the custodial platform, Adminis, are subject to custodial fees”

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 Rutherford Rede 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.

Financial Advice
Advisory

Personal financial advice covering retirement planning, investment planning, debt management, property investments, and cash management.

Fees: Hourly rate, one-off plan fee, or ongoing fee based on funds under management charged monthly in arrears.

For: retail
DIMS facility provided by Rutherford Rede
DIMS

Discretionary Investment Management Service managing client portfolios across a range of financial products.

Fees: Ongoing fee based on funds under management, charged in tranches that reduce as portfolio grows, deducted monthly in arrears.

For: retail

FAQs from this firm's PDS

Common consumer questions answered in Rutherford Rede Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

What is Rutherford Rede Limited and what licences does it hold?

“Rutherford Rede Limited (FSP174024) is a Financial Advice Provider (FAP) licensed and regulated by the Financial Markets Authority (FMA) to provide financial advice. We also hold a Discretionary Investment Management Services (DIMS) licence granted by the FMA.”

How does Rutherford Rede charge for its services?

“We are a fee-only practice; our income is derived solely from a transparent fee based on the value of your portfolio. Rutherford Rede will charge a fee for the financial advice that is provided to you and for any DIMS service provided to you. The fee charged will depend on the nature of the financial advice and service that we provide.”

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.