Shaw And Partners Financial Services Limited

Financial Services Provider

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Auckland

FSPR Registered

FSP Number: FSP93061

NZBN: 9429034761311

Team Size: 17 advisers

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Contact Information

Phone

09 308 1450

Email

Not available

Website

www.shawandpartners.co.nz

Address

Level 1, 87 Hurstmere Road,Takapuna,Auckland,0622,New Zealand

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Public Disclosure Statement

14 providers on panel

Shaw And Partners Financial Services Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-18 · source format PDF.

→ View Shaw And Partners Financial Services Limited's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: 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
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).

Distribution panel

Product providers Shaw And Partners Financial Services Limited is appointed to distribute. Counts show how many other NZ FAPs FA-NZ has on file as distributing the same product provider.

AIA · insurance +22 other FAPs
Asteron Life Limited · insurance +2 other FAPs
Chubb Life · insurance +6 other FAPs
Fidelity Life Assurance Company Limited · insurance +2 other FAPs
Partners Life · insurance +24 other FAPs
NIB · insurance +13 other FAPs
Unimed · insurance +2 other FAPs
AMP · KiwiSaver +4 other FAPs
ANZ Investments · KiwiSaver +2 other FAPs
Booster · KiwiSaver +13 other FAPs
Fisher Funds · KiwiSaver +4 other FAPs
Generate · KiwiSaver +13 other FAPs
Milford · KiwiSaver +8 other FAPs
Pathfinder · KiwiSaver +3 other FAPs

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.