Affiliated Advisers

Select your region from the list below.


Glynns Financial Services
Daniel Glynn
6B Piermark Drive, Rosedale, North Shore
PO Box 247, Greenhithe, Auckland 0756
  09 414 4113
Hamish McPhail, Sue Stewart
Level 3, 149-155 Parnell Road, Parnell, Auckland
PO Box 37343, Parnell, Auckland 1151
  09 337 0730
Resource Financial Planning
Okke Hansen, Laura Hansen
350 Lake Road, Takapuna
PO Box 331496, Takapuna, Auckland 0740
  09 489 6860
TAG & HM Charles Partnership
Andy Charles
C/- Bowden Williams, 3 Margot Street, Epsom, Auckland
PO Box 26 213, Epsom, Auckland 1344
  09 520 6257 (Bowden Williams)


Osborne's Financial Services
Adrianne Burgess
11 Tuhoro Street, Otorohanga
PO Box 1, Otorohanga 3940
  07 873 8189


Stoneman Financial
Mark Stoneman
First Floor, i-Site Building, 31 Taupo Quay, Wanganui
PO Box 554, Wanganui 4540
  06 345 7205


Chris Maisey, Financial Adviser
Chris Maisey
1346 Hinemoa Street, Rotorua
PO Box 369, Rotorua 3040
  07 347 2069
Hallam Jones Insurance & Superannuation
Mark Jones
1384 Hinemoa Street, Rotorua
PO Box 1100, Rotorua 3040
  07 348 3161


Whitelaw Weber Financial Services
Jenny Graham
10 Fairway Drive, Kerikeri
PO Box 501, Kerikeri 0245
  09 407 7117


Nuview Wealth Solutions
Murray Ward
PO Box 5002, Terrace End, Palmerston North 4441
  06 878 5656
Peak Portfolio Management
Shelley Hanna
PO Box 8305, Havelock North 4157
  06 870 3838


Nigel Tate Financial Planning
Nigel Tate
3 Thackeray Street, Hamilton
PO Box 9449, Hamilton 3240
  07 838 3300
APEX Investment Services
Peter Robertson, Bob Niemiec
45 Seddon Road, Hamilton
PO Box 787, Waikato Mail Centre, Hamilton 3240
  07 846 7886
Goldsworthy Financial Solutions
Jeff Goldsworthy, Helen Goldsworthy
PO Box 9072, Hamilton 3240
  07 854 1633
John Robinson
PO Box 12 542, Hamilton 3248
  021 487 090


Key Financial Solutions
Rae Fairest
Unit 4, Quayside Apartments
67 The Strand,
Whakatane 3120
  07 308 8113


Blackmore Wealth Management
Rob Blackmore
PO Box 530, Nelson 7040
  03 545 8029


Chris Maisey, Financial Adviser
Chris Maisey
115 Cameron Road, Tauranga
PO Box 13 178, Tauranga 3141
  07 571 1421
Stuart Garner
G2 11 Maunganui Road, Mt Maunganui
PO Box 10 272, Bayfair 3152
  07 547 4266
Transact Wealth Management
Dennis Lennan
PO Box 13 054, Tauranga 3141
  07 576 8136


Colbert Cooper Financial Services
Chris Allum
275 Oxford Street, Levin
PO Box 238, Levin 5540
  06 368 8059


Collins Group
Terry Collins, Brian Chapman
Level 2, Solnet House, 70 The Terrace, Wellington
PO Box 10 766, Wellington 6143
  04 499 0560

Palmerston North

Core Wealth Solutions
Kristy Staples
32 Amesbury Street, Palmerston North
PO Box 1242, Palmerston North 4440
  06 358 4163
Nuview Wealth Solutions
David Petre, Ken Martin
209 Broadway Avenue, Palmerston North
PO Box 5002, Terrace End, Palmerston North 4441
  06 355 4402


Generation Wealth Management
Jon Davies, Mike Jones
Botany Junction Centre, 123 Ormiston Road, Manukau
PO Box 64001, Botany, Manukau 2163
  09 272 9030


Generation Wealth Management
Jon Davies
23 Hall Street, Pukekohe
PO Box 66, Pukekohe 2340
  09 238 3322

New Plymouth

Foresight Financial Planning
Michael Lay
18a Norwich Avenue, Spotswood, New Plymouth
PO Box 714, New Plymouth 4340
  06 751 4510
Imperial Investment Services
Lindsay Thomson
136-138 Powderham Street, New Plymouth
Private Bag 2031, New Plymouth Central, New Plymouth 4342
  06 769 8070


Investment Solutions Northland
Bill Raynel
30 Rathbone Street, Whangarei
PO Box 834, Whangarei 0140
  09 438 5678


John Wood & Associates
John Wood, Anne Chapman
Investment House, 11 Boundary Road, Greymouth
PO Box 487, Greymouth 7840
  03 768 6947


Blackmore Wealth Management
Rob Blackmore
23 Queen Street, Blenheim
PO Box 593, Blenheim 7240

  03 578 1921


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These Terms and Conditions are in addition to and do not replace, any specific terms and conditions applicable to any New Zealand Funds Management Limited product or service. To the extent that there is any conflict between these Terms and Conditions and those of any specific products or services, the terms applicable to those products or services will prevail.

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For further information on any of the Portfolios included on the NZ Funds Website or to request a copy of the NZ Funds Managed Portfolio Service Product Disclosure Statement, the NZ Funds Managed Superannuation Service Product Disclosure Statement, or the NZ Funds KiwiSaver Scheme Product Disclosure Statement, you should contact NZ Funds on 0508 733 337 or by email to


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Level 16
Zurich House
21 Queen Street
Auckland 1010

Private Bag 92163
Auckland 1142

09 377 2277
0508 693 8637


Level 3
Central on Midland Park
40 Johnston Street
Wellington 6011

PO Box 2697
Wellington 6140

04 473 7701
0800 697 526


Level 1
203 Papanui Road
Christchurch 8014

PO Box 1686
Christchurch Mail Centre
Christchurch 8140

03 366 9088
0800 697 526


Level 1
2 Sefton Street East
Timaru 7940

PO Box 85
Timaru 7940

03 683 1989
0800 697 526


Level 2
Brownston House
21 Brownston Street Wanaka 9305
PO Box 769
Wanaka 9343

03 443 2300
0800 697 526


Level 2
Bracken Court
480 Moray Place
Dunedin 9016

PO Box 5215
Dunedin 9058

03 477 4647
0800 697 526


98C Yarrow Street
Invercargill 9810

PO Box 364
Invercargill 9840

03 218 2895
0800 697 526


Client complaints

Our business philosophy is to establish and enhance long-term, positive relationships with all of our clients. We recognise though that from time to time, despite our very best efforts, clients may wish to make a complaint. It is important in such instances that clients have an efficient mechanism through which they can receive a fair consideration of their concerns.

If you have a complaint contact us:

Complaints Handling Officer
New Zealand Funds Management Limited
Private Bag 92163
Auckland 1142

0508 733 337


How we deal with complaints

Upon receipt of your complaint we will immediately log it into our complaints register and it will be forwarded to the appropriate staff member for consideration.

Within five working days of receipt, we will provide you with a letter of acknowledgement that your complaint has been received. We will endeavour to keep you notified and updated on the progress of our consideration.

If your complaint cannot be resolved to your satisfaction through our internal complaints process you can elect to take it up with NZ Funds' independent dispute resolutions scheme.

Financial Services Complaints Limited
PO Box 5967
Wellington 6011

0800 347 257

New Zealand Funds Management Limited is the issuer of the NZ Funds KiwiSaver Scheme, the NZ Funds Managed Portfolio Service and the NZ Funds Managed Superannuation Service. A product disclosure statement for each of the NZ Funds KiwiSaver Scheme, the NZ Funds Managed Portfolio Service, and the NZ Funds Managed Superannuation Service is available on this website or you may request a copy by contacting us.