# Shaw And Partners Financial Services Limited

**FSP FSP93061** · **Auckland** · **registered** · registered 2011-03-11

Shaw And Partners Financial Services Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 17 advisers.

**Trading names:** Jmi Wealth Limited, Jmis Limited, Jmi Wealth Limited, Shaw And Partners Financial Services Limited, Jmi Wealth Limited, Jmi Wealth Limited

**Services:** Investment manager under an FMC offer; Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence; DIMS provider - wholesale service/relying on exemption from licensing - Wholesale service; Keeping, investing, administering, or managing money, securities, or investment portfolios on behalf of other persons

**Dispute resolution scheme:** Insurance & Financial Services Ombudsman Scheme Inc.

## Public Disclosure Statement (FMC Act s431)

Latest version on file: **2026-05-18** · source format: PDF

Original disclosure: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>

- Fee structure: **mixed**
- Receives commission: **yes** (disclosed in PDS)
- DRS membership: **IFSO**
- Scope of advice: Investment portfolio management through Custodial Services (Managed Funds, Unit Trusts, ETFs, bonds, fixed interest investments, shares), KiwiSaver and Superannuation, Combined risk and savings, Personal risk insurance (life, trauma, income protection), Business risk insurance (key person, shareholder protection), Medical insurance, Retirement planning, Investment planning
- Product panel: AIA, Asteron Life Limited, Chubb Life, Fidelity Life Assurance Company Limited, Partners Life, NIB, Unimed, AMP (+6 more)
- Ownership: Shaw and Partners (Wellington) is a wholly owned subsidiary of Shaw and Partners Financial Services Limited, which is itself a wholly owned subsidiary of Investment Services Group Limited (ISG).

Full disclosure mirror: <https://financeadvisers.co.nz/api/provider/FSP93061/disclosure.md>

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP93061>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/provider/shaw-and-partners-financial-services-limited-auckland-FSP93061>
- Machine-readable facts: <https://financeadvisers.co.nz/api/provider/FSP93061/facts.json>

*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: 2026-08-04*