Financial Advisers in Wellington · page 3 of 5

Where each column comes from. "Not stated" means our copy of that source has no value for the firm; it is never a guess.

Advisers: advisers linked to the firm on the FSPR, as imported. Link coverage is partial, so a missing count does not mean the firm has none. Registered and Dispute scheme: the firm's FSPR entry (our last register import; newest change in it dated 4 May 2026).

Services: what the firm lists in its disclosure statement, or, where we hold none, the services it registered on the FSPR.

Fees: what the firm's disclosure statement says about fees and commission, matched by fixed text rules (no AI), extracted 9 November 2026; hover the entry for the statement's own sentence, and see financial adviser fees in NZ for the method. A "shared statement" is one disclosure statement held for several firms in a network. A statement that does not mention commission or a fee has not said there is none. Where the rules find nothing, the fee model is AI-summarised from the firm's disclosure statement (corpus as of 4 September 2026) and marked as such. Read the statement itself before relying on either.

Google rating: the matched Google listing's average and review count on the date shown. Fewer than 5 reviews are not shown as a rating.