# Sage Wealth Management Limited **FSP FSP1003386** · **Auckland** · **registered** · registered 2022-07-29 Sage Wealth Management Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 3 advisers. **Trading names:** Sage Wealth Management Limited **Services:** Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence **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: - Fee structure: **percentage of FUM** - Receives commission: **no** (disclosed in PDS) - DRS membership: **IFSO** - 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 - Product panel: Various NZ banks and building societies, Listed NZ and global markets, Various issuers, Third party fund managers - 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 Amplif Full disclosure mirror: ## Verify - FSPR register: - HTML profile on FA-NZ: - Machine-readable facts: *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: 2026-08-05*