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

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 2026-05-20 · 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: Investment planning services and 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 (specialised advice)
Investor Migrant portfolio creation and management
Does not advise on insurance or mortgage products
Does not provide tax or legal advice
Ownership: Sage Wealth Management Limited and Tōtara Wealth Management Limited are subsidiaries within the Amplifi Group Limited financial services group. Mint Asset Management Limited is also part of the Amplifi Group.

Distribution panel

Product providers Sage Wealth Management Limited is appointed to distribute. Counts show how many other NZ FAPs FA-NZ has on file as distributing the same product provider.

NZ banks and building societies · term deposits, cash
Listed NZ and global markets · bonds, shares
Various issuers · debt securities, fixed income investments
Third party fund managers · managed funds (passive and active, listed and unlisted)

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier C). For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.