Sage Wealth Management Limited

Financial Services Provider

★★★★★

5 Read 11 reviews on Google

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

Auckland

FSPR Registered

FSP Number: FSP1003386

NZBN: 9429050317677

Team Size: 3 advisers

Verify on FSPR

About Sage Wealth Management Limited

What is Sage Wealth Management Limited?

Sage Wealth Management Limited is a financial services provider, based in Auckland, with 3 years on the FSPR register, and 3 appointed advisers on file.

How is Sage Wealth Management Limited regulated?

Sage Wealth Management Limited is registered on the Financial Service Providers Register (FSPR)as FSP1003386, with first registration in 2022. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Sage Wealth Management Limited offer?

Sage Wealth Management Limited's Public Disclosure Statement lists the following scope of advice: Investment planning services, Financial advice on financial products, NZ bank and building society term deposits and cash, Listed NZ and global bonds and shares, Debt securities and other fixed income investments, Third party managed funds (passive and active, listed and unlisted). Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

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

Fee structure: percentage of FUM
Commission: No
Dispute scheme: IFSO
Panel: 4 providers
Services: 3 named
FAQs: 6 answered

Scope of advice

Investment planning services
Financial advice on financial products
NZ bank and building society term deposits and cash
Listed NZ and global bonds and shares
Debt securities and other fixed income investments
Third party managed funds (passive and active, listed and unlisted)
UK Pension Transfers
Investor Migrant portfolio creation and management

Contact Information

Phone

(02) 8004 2548

Email

Not available

Website

www.sagewealth.com.au

Address

Level 29, 151 Queen Street,Auckland,1010,New Zealand

About Sage Wealth Management Limited

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Public Disclosure Statement

4 providers on panel

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

→ View Sage 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): Investment planning services
Financial advice on financial products
NZ bank and building society term deposits and cash
Listed NZ and global bonds and shares
Debt securities and other fixed income investments
Third party managed funds (passive and active, listed and unlisted)
UK Pension Transfers
Investor Migrant portfolio creation and management
Specialties: Investments
Retirement Planning
Mortgages
General 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.
Ownership: Sage Wealth Management Limited and Tōtara Wealth Management Limited are part of the Amplifi Group (Amplifi Group Limited and its subsidiaries). Mint Asset Management Limited is also part of the Amplifi Group.

Distribution panel

Product providers Sage 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.

Life & Health Insurance · 1

Various issuers

Investments & Funds · 1

Third party fund managers

Savings & Banking · 1

Various NZ banks and building societies

Other products · 1

Listed NZ and global markets

Verbatim quotes from Sage Wealth Management Limited's PDS (5 fields cited)

Fees

“The Company charges for ongoing advice and portfolio management only. All other costs (including independent custody, broking and foreign exchange transactions) are passed through to the client at cost with no margin taken by the Company.”

Commission

“The Company does not retain any investment commissions, rebates or trail payments from any external fund providers. If the Company receives any investment commissions, rebates or trail payments from any external fund providers in respect of your investment, the Company would pass these amounts on to you.”

Conflicts of interest

“Sage Wealth Management Limited & Tōtara Wealth Management Limited are part of the Amplifi Group. Mint Asset Management Limited is a fund manager which is also part of the Amplifi Group and this may give rise to a conflict of interest. Some employees within the Amplifi Group may also be shareholders in Amplifi Group Limited.”

Scope of advice

“The Company, through its Financial Advisers, provides investment planning services and financial advice on financial products.”

Material relationships

“The Company is part of the wider financial services group comprising Amplifi Group Limited and its subsidiaries ('Amplifi Group'). However, the Company is under no obligation to recommend products issued by the entities within the Amplifi Group and is free to advise clients without product bias.”

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 Sage Wealth Management 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.

investment planning services and financial advice on financial products
Advisory

Ongoing investment planning and financial advice across a wide range of financial products including deposits, bonds, shares, and managed funds.

Fees: Percentage of portfolio valuation, accrued daily and deducted monthly from client's portfolio cash account.

For: retail
specialised financial advice on UK Pension Transfers

Specialist advice for clients seeking to transfer UK pension entitlements.

Fees: Not separately specified; likely falls under the standard percentage-of-portfolio fee model.

For: retail
Investor Migrant portfolio creation and management

Assistance with portfolio creation and management for clients applying under investor migrant visa categories.

Fees: Not separately specified; likely falls under the standard percentage-of-portfolio fee model.

For: retail

FAQs from this firm's PDS

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

What financial products does Sage Wealth advise on?

“The Company's Financial Advisers are qualified and experienced to advise clients on a wide range of financial products including: - NZ bank and building society term deposits and cash; - listed NZ and global bonds and shares; - debt securities and other fixed income investments; and - third party managed funds (passive and active, listed and unlisted).”

How does Sage Wealth charge for its services?

“The Company charges for ongoing advice and portfolio management only. All other costs (including independent custody, broking and foreign exchange transactions) are passed through to the client at cost with no margin taken by the Company.”

What does the ongoing monitoring and investment advice charge cover?

“These charges cover the following activities: - Ongoing investment and financial planning advice - Regular reporting and client meetings - All contact with a financial adviser - Market updates, reports, seminars, etc.”

How are conflicts of interest managed?

“To ensure we manage conflicts of interest and prioritise your interests above our own we take the following actions: - disclose any conflicts so that you can make an informed decision; - follow the Company's policies and procedures for managing conflicts of interest, including a Conflicts of Interest Policy, a Gifts and Entertainment Policy, a Personal Investments Policy and an Outside Business Activities Policy; and - undertake training about how to manage conflicts of interest and prioritise clients' interests.”

Does Sage Wealth advise on insurance or mortgages?

“We do not advise on insurance or mortgage products, nor do we provide tax or legal advice, but we can refer you to a specialist dealing with these areas.”

Does Sage Wealth receive commissions from fund providers?

“The Company does not retain any investment commissions, rebates or trail payments from any external fund providers. If the Company receives any investment commissions, rebates or trail payments from any external fund providers in respect of your investment, the Company would pass these amounts on to you.”

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.