# Totara Wealth Management Limited

**FSP FSP561546** · **Nelson** · **registered** · registered 2017-06-18

Totara Wealth Management Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 3 advisers.

**Trading names:** Totara Wealth Management Limited, Totara Wealth Management

**Services:** Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence; DIMS provider - licensed - Licensee

**Dispute resolution scheme:** Financial Services Complaints Limited

## Public Disclosure Statement (FMC Act s431)

Latest version on file: **2026-05-23** · source format: PDF

Original disclosure: <https://totara-wealth.squarespace.com/s/FAP-Public-Disclosure-Website-v12.pdf>

- Fee structure: **mixed**
- Receives commission: **yes** (disclosed in PDS)
- DRS membership: **FSCL**
- 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)
- Ownership: Amplifi Holdings Ltd is a majority shareholder in Tōtara Wealth Management Ltd

Full disclosure mirror: <https://financeadvisers.co.nz/api/provider/FSP561546/disclosure.md>

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP561546>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/provider/totara-wealth-management-limited-nelson-FSP561546>
- Machine-readable facts: <https://financeadvisers.co.nz/api/provider/FSP561546/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: 2026-08-05*