The Money Men Limited

Financial Services Provider

★★★★★

5 Read 122 reviews on Google

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

Orewa

FSPR Registered

FSP Number: FSP778394

NZBN: 9429049046885

Team Size: 5 advisers

Verify on FSPR

About The Money Men Limited

What is The Money Men Limited?

The Money Men Limited is a financial services provider, based in Orewa, with 5 years on the FSPR register, and 5 appointed advisers on file.

How is The Money Men Limited regulated?

The Money Men Limited is registered on the Financial Service Providers Register (FSPR)as FSP778394, with first registration in 2021. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does The Money Men Limited offer?

The Money Men Limited's Public Disclosure Statement lists the following scope of advice: Life insurance, Health insurance, Mortgages, KiwiSaver, Investments, Money management / budgeting (general advice). Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from The Money Men Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: mixed
Commission: Yes
Dispute scheme: IFSO
Panel: 22 providers
Services: 6 named
FAQs: 5 answered
Linked docs: 1

Scope of advice

Life insurance
Health insurance
Mortgages
KiwiSaver
Investments
Money management / budgeting (general advice)
Financial coaching / life mapping (general advice)
Existing term life products only (no whole of life or endowment products)

Contact Information

Phone

0800 882 299

Email

Not available

Website

www.moneymen.co.nz

Address

2 Tamariki Avenue,Orewa,0931,New Zealand

About The Money Men Limited

Company profile coming soon

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Public Disclosure Statement

22 providers on panel

The Money Men Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

→ View The Money Men Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: IFSO
Scope of advice (verbatim from PDS): Life insurance
Health insurance
Mortgages
KiwiSaver
Investments
Money management / budgeting (general advice)
Financial coaching / life mapping (general advice)
Existing term life products only (no whole of life or endowment products)
Specialties: General Insurance
Life Insurance
Health Insurance
Mortgages
Kiwisaver
Investments
Income Protection
Disability 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: The Money Men Limited; director is Josh Farry (Financial Adviser and Director)

Distribution panel

Product providers The Money Men 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.

Lending & Mortgages · 8

ANZ +38
BNZ +36
Westpac +35
ASB Bank +32
Pepper Money +22
Resimac +15
Avanti Finance +9
Sovereign +5

KiwiSaver · 5

Booster +21
Generate +21
Milford Asset Management +14
NZ Funds +9
Pathfinder +7

Life & Health Insurance · 6

AIA +40
Partners Life +39
Fidelity Life +35
Asteron Life +26
Chubb Life +14
nib +5

Other products · 3

Oxford Finance +4
Kernel Wealth +2
Cactus Insurance

Verbatim quotes from The Money Men Limited's PDS (4 fields cited)

Fees

“A few of the services we provide are fee based as we do not receive commission from a third party for the work that we do. This includes: - Investment advice - Wealth Mapping packages - Mortgages through some non-bank lenders (although the fee is added to the loan and not directly payable) - Mortgage applications under $250,000”

Commission

“If you take out an Insurance policy, Mortgage or join a KiwiSaver provider following our advice, The Money Men will be paid a commission from the applicable product provider (Lender, Insurance company etc).”

Conflicts of interest

“From time to time, product providers may also reward us for the overall business we provide to them. They may give us tickets to events, hampers or take us out for lunch. We also have referring relationships with other companies; at times this can see us getting paid a referral fee from those businesses.”

Dispute resolution

“If these options fail to resolve the dispute to your satisfaction, then you may take the matter to the Insurance & Financial Services Ombudsman, of which we are a member. We are bound by the outcome of that process.”

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 The Money Men 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.

Life & Health Insurance
Advisory

Regulated financial advice on life and health insurance products from selected providers including AIA, Chubb Life, Partners Life, Nib, Fidelity Life, and Asteron Life.

Fees: Commission paid by product provider; clawback fee up to $3,000 if policy cancelled within 24 months.

For: retail
Mortgages
Advisory

Regulated mortgage advice across major banks and non-bank lenders including ANZ, ASB, BNZ, Westpac, Resimac, Pepper Money, and Avanti.

Fees: Commission-based; fee applies for loans under $250,000 or some non-bank lenders; clawback fee if discharged within 27 months.

For: retail
KiwiSaver
Advisory

Regulated KiwiSaver advice covering providers such as Booster, Generate, NZ Funds, Milford, and Pathfinder.

Fees: Commission paid by KiwiSaver provider.

For: retail
Investments

Regulated investment advice; fee-based as no third-party commission is received.

Fees: Fee-based; fees discussed and agreed in writing before work commences.

For: retail
Money Management / Budgeting
Advisory

General financial advice on money management and budgeting.

Fees: Fee basis not explicitly stated for this service.

For: retail
Financial Coaching / Life Mapping
Advisory

General financial advice including financial coaching and life mapping packages; fee-based.

Fees: Wealth Mapping packages are fee-based; fees agreed in writing before work commences.

For: retail

FAQs from this firm's PDS

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

Does The Money Men have any disciplinary history?

“Zilch…. Neither The Money Men nor our advisers have been subject to a reliability event. A reliability event is something that might materially influence you in deciding whether to seek advice from me or from The Money Men. As an example, it would include legal proceedings against us, or if our directors or senior managers had been discharged from bankruptcy in the last four years. We have also not been subject to any disciplinary action, client disputes resolutions or negligence claims.”

How does The Money Men get paid?

“If you take out an Insurance policy, Mortgage or join a KiwiSaver provider following our advice, The Money Men will be paid a commission from the applicable product provider (Lender, Insurance company etc). A portion of the commission is retained by The Money Men to cover business expenses and overheads, the wages of our incredible team and so on. A portion is then paid to our advisers as income.”

Are there any fees for The Money Men's services?

“A few of the services we provide are fee based as we do not receive commission from a third party for the work that we do. This includes: - Investment advice - Wealth Mapping packages - Mortgages through some non-bank lenders (although the fee is added to the loan and not directly payable) - Mortgage applications under $250,000 Any fees will be discussed clearly with you and agreed in writing before undertaking any work on your behalf.”

How does The Money Men handle my personal information?

“We collect your personal information to provide advice that is correct for your situation and your needs, as well as facilitate applications for things such as insurance, mortgages and KiwiSaver. We also collect information to support in making claims against insurance policies.”

What are The Money Men's duties under the Financial Markets Conduct Act 2013?

“We are required to: - Give priority to your interests by taking all reasonable steps to make sure our advice is not materially influenced by our own interests - Exercise care, diligence and skill in providing you with advice - Meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure that we have the expertise needed to provide you with advice) - Meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services”

Additional disclosure documents

Documents linked from The Money Men Limited's PDS. URLs verified to appear in the source document at extract time; links may rot — verify with the firm before relying on a specific version.

Financial Markets Authority website · Other disclosure

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.