Zenith Financial Group Limited

Financial Services Provider

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Auckland

FSPR Registered

FSP Number: FSP387967

NZBN: 9429041298114

Team Size: 6 advisers

Verify on FSPR

About Zenith Financial Group Limited

What is Zenith Financial Group Limited?

Zenith Financial Group Limited is a financial services provider, based in Auckland, with 11 years on the FSPR register, and 6 appointed advisers on file.

How is Zenith Financial Group Limited regulated?

Zenith Financial Group Limited is registered on the Financial Service Providers Register (FSPR)as FSP387967, with first registration in 2014. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Zenith Financial Group Limited offer?

Zenith Financial Group Limited's Public Disclosure Statement lists the following scope of advice: Life insurance (term life, trauma, income protection), Health insurance, Does not provide advice on whole of life or endowment products. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Zenith Financial Group Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure: commission only
Commission: Yes
Dispute scheme: FSCL
Panel: 6 providers
Services: 2 named
FAQs: 2 answered

Scope of advice

Life insurance (term life, trauma, income protection)
Health insurance
Does not provide advice on whole of life or endowment products

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

4 Takahe Road,Titirangi,Auckland,0604,New Zealand

About Zenith Financial Group Limited

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Public Disclosure Statement

6 providers on panel

Zenith Financial Group Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

→ View Zenith Financial Group Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: commission only
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FSCL
Scope of advice (verbatim from PDS): Life insurance (term life, trauma, income protection)
Health insurance
Does not provide advice on whole of life or endowment products
Specialties: Income Protection
Trauma Insurance
Life Insurance
General Insurance
Health 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: Zenith Financial Group Limited; directors are Scott Palmer, Brent Postlewaight and Justin Jennings

Distribution panel

Product providers Zenith Financial Group 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.

Life & Health Insurance · 6

AIA +40
Partners Life +39
Fidelity Life +35
Asteron Life +26
Southern Cross +25
Accuro +12

Verbatim quotes from Zenith Financial Group Limited's PDS (4 fields cited)

Commission

“For life insurance and health insurance, Zenith Financial Group and the financial adviser may receive commissions from the insurance companies on whose policies we give advice. If you decide to take out insurance, the insurer will pay a commission to Zenith Financial Group and your financial adviser. The amount of the commission is based on the amount of the premium.”

Conflicts of interest

“For life insurance and health insurance, Zenith Financial Group and the financial adviser may receive commissions from the insurance companies on whose policies we give advice. If you decide to take out insurance, the insurer will pay a commission to Zenith Financial Group and your financial adviser. The amount of the commission is based on the amount of the premium.”

Scope of advice

“Zenith Financial Group Limited advisers can provide advice to our clients about their life insurance and health insurance. Our financial advisers provide financial advice in relation to life insurance and health insurance. We only provide financial advice about products from certain providers:”

Material relationships

“Zenith Financial Group may from time to time refer fire & general business to Primsure Brokers for which we receive a fee if business is placed into force. Zenith Financial Group refers KiwiSaver to Generate KiwiSaver for which we receive a fee.”

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 Zenith Financial Group 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 insurance
Advisory

Financial advice on life insurance products from Partners Life, Fidelity Life, AIA, and Asteron Life.

Fees: No fees charged to clients; adviser receives commission from insurer based on premium amount.

For: retail
health insurance
Advisory

Financial advice on health insurance products from Southern Cross, Partners Life, AIA, and Accuro.

Fees: No fees charged to clients; adviser receives commission from insurer based on premium amount.

For: retail

FAQs from this firm's PDS

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

How does Zenith Financial Group manage conflicts of interest?

“To ensure that our financial advisers prioritise the client's interests above their own, we follow an advice process that ensures our recommendations are made on the basis of the client's goals and circumstances. All our financial advisers undergo annual training about how to manage conflicts of interest. We undertake regular internal advice audits to check the advice given by our financial advisers.”

What are Zenith Financial Group's duties under the FMC Act?

“Zenith Financial Group, and anyone who gives financial advice on our behalf, have duties under the Financial Markets Conduct Act 2013 relating to the way that we give advice. We are required to: - Give priority to your interests by taking all reasonable steps to make sure our advice isn't materially influenced by our own interests - Exercise care, diligence, and skill in providing you with advice”

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.