Totara Wealth Management Limited

Financial Services Provider

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Nelson

FSPR Registered

FSP Number: FSP561546

NZBN: 9429046062819

Team Size: 3 advisers

Verify on FSPR

About Totara Wealth Management Limited

What is Totara Wealth Management Limited?

Totara Wealth Management Limited is a financial services provider, based in Nelson, with 9 years on the FSPR register, and 3 appointed advisers on file.

How is Totara Wealth Management Limited regulated?

Totara Wealth Management Limited is registered on the Financial Service Providers Register (FSPR)as FSP561546, with first registration in 2017. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Totara Wealth Management Limited offer?

Totara Wealth Management Limited's Public Disclosure Statement lists the following scope of advice: managed funds, Foreign Investment Funds (FIFs), listed NZ and global shares and bonds, term deposits and cash, KiwiSaver, UK Pension Transfers. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Totara Wealth Management Limited's PDS dated 2026-05-23 · PDF source. View original.

Fee structure: mixed
Commission: Yes
Dispute scheme: FSCL
Services: 3 named
FAQs: 3 answered

Scope of advice

managed funds
Foreign Investment Funds (FIFs)
listed NZ and global shares and bonds
term deposits and cash
KiwiSaver
UK Pension Transfers
retirement planning
financial planning
+3 more

Contact Information

Phone

03 548 9000

Email

Not available

Website

totarawealth.co.nz

Address

Level 1, 15 Bridge Street,Nelson,Nelson,7010,New Zealand

About Totara Wealth Management Limited

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Public Disclosure Statement

Totara Wealth Management Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-23 · source format PDF.

→ View Totara Wealth Management Limited's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FSCL
Scope of advice (verbatim from PDS): managed funds
Foreign Investment Funds (FIFs)
listed NZ and global shares and bonds
term deposits and cash
KiwiSaver
UK Pension Transfers
retirement planning
financial planning
taxation (general advice)
insurance (general advice)
estate planning (general advice)
Specialties: Investments
Kiwisaver
Retirement Planning
Financial Planning
Tax Advice
General Insurance
Estate Planning

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: Amplifi Holdings Ltd is a majority shareholder in Tōtara Wealth Management Ltd

Verbatim quotes from Totara Wealth Management Limited's PDS (7 fields cited)

Fees

“Charges for ongoing monitoring and investment advice are then payable based on a percentage of the client's portfolio valuation (deducted from the portfolio's cash account each month). These charges are disclosed before establishing a portfolio and are typically tax deductible.”

Commission

“Tōtara Wealth may earn a commission, and an ongoing trail fee relating to the advice we provide on KiwiSaver. This typically ranges from 0.20% to 0.50% per annum depending on the KiwiSaver provider. Any commission or trail fee we earn is paid to us from the KiwiSaver fund manager and not at any extra cost to the client unless otherwise agreed by the adviser and the client.”

Conflicts of interest

“Amplifi Holdings Ltd is a majority shareholder in Tōtara Wealth Management Ltd and owner of Mint Asset Management, a New Zealand-based financial product provider that offers a suite of managed investment funds. While Mint products may be recommended to our clients from time to time based on client suitability, the Company is under no obligation (real or perceived) to recommend these products to our clients.”

Scope of advice

“The Company provides financial planning and investment advice, typically for clients investing for, or during, retirement. - The Company's FAs are qualified and experienced to advise clients on a wide range of managed funds, Foreign Investment Funds (FIFs), listed NZ and global shares and bonds, term deposits and cash. The Company's FAs can also provide comprehensive planning or general advice on KiwiSaver.”

Dispute resolution

“Financial Services Complaints Ltd (FSCL) – A Financial Ombudsman Service”

Ownership

“Amplifi Holdings Ltd is a majority shareholder in Tōtara Wealth Management Ltd and owner of Mint Asset Management, a New Zealand-based financial product provider that offers a suite of managed investment funds.”

Material relationships

“The Company has no contractual relationship with any product provider and, as such, is free to advise our clients without product bias.”

Verbatim spans extracted from the source PDS dated 2026-05-23. 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 Totara Wealth Management 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.

Financial Plan or Statement of Advice Fee
Advisory

Personalised written financial plan or statement of advice; one-off initial fee for preparing, discussing, and implementing financial advice.

Fees: One-off initial fee disclosed before plan is prepared, payable after completion and presentation; 100% tax deductible.

For: retail
Ongoing Advice and Monitoring Fees

Ongoing investment monitoring, financial planning advice, DIMS (if applicable), reporting, meetings, and administration for clients with an investment portfolio.

Fees: Percentage of portfolio valuation, deducted from portfolio cash account monthly; typically tax deductible.

For: retail
Discretionary Investment Management Services (DIMS)
DIMS

Discretionary investment management service included within ongoing advice fees where applicable.

Fees: Included within ongoing advice and monitoring fees charged as a percentage of portfolio valuation.

For: retail

FAQs from this firm's PDS

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

Does the company have any product bias or conflicts of interest?

“The Company has no contractual relationship with any product provider and, as such, is free to advise our clients without product bias.”

How does the company handle conflicts of interest?

“In the unlikely event that a conflict of interest was identified (real or perceived), it would be disclosed in writing before any investment is bought or sold.”

What commissions does the company receive?

“Tōtara Wealth may earn a commission, and an ongoing trail fee relating to the advice we provide on KiwiSaver. This typically ranges from 0.20% to 0.50% per annum depending on the KiwiSaver provider. Any commission or trail fee we earn is paid to us from the KiwiSaver fund manager and not at any extra cost to the client unless otherwise agreed by the adviser and the client.”

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.