Affiliated Advisers

Select your region from the list below.


Glynns Financial Services
Daniel Glynn
16/44 William Pickering Drive, Rosedale, Albany
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
3D/2 Queen Street, Auckland Central 1010
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)
Goodlife Financial Advice Limited
Daniel Carney
Solutions House, 59 Apollo Drive, Rosedale
PO Box 17 503, Greenlane, Auckland 1546
  09 580 1966
New Zealand Advice Group Ltd
Reagan Bax
483 E Rosebank Road, Avondale, Auckland
PO Box 44 366, Point Chevalier, Auckland 1246
  09 829 2592
Sureplan Financial
Michael Allen
Level 4, 1 Nugent Street, Grafton, 1023
PO Box 8096, Symonds Street, Auckland 1150
  09 551 9071
Seneca Financial Services
Andrew Kerr
Building I, 4 Orbit Drive, Rosedale, Auckland, 0632
PO Box 305 415, Triton Plaza, Auckland 0757
  09 476 1670
Hatton Financial Services Ltd
Theresa Hatton
3C Milford Road, Milford, Auckland
PO Box 31 860, Milford, Auckland
  09 626 2286
A & M Watson Ltd
Alex Watson
37 Totara Avenue, New Lynn, Auckland
PO Box 15 409, Auckland 0640
  09 827 1060
Health Wealth Preservation Limited
Neil Clarke
Unit H, 100 Bush Road, Albany
PO Box 302 552, North Harbour 0751
  09 915 0100


Osborne's Financial Services
Adrianne Burgess
11 Tuhoro Street, Otorohanga
PO Box 1, Otorohanga 3940
  07 873 8189
Anne Laws & Associates
Anne Laws
77 Maniapoto Street, Otorohanga
PO Box 132, Otorohanga
  07 873 7508


Momentum Wealth Management
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


Financial GP
Guy Turner
216 Karamu Road North, Hastings 4122
PO Box 568, Hastings 4156
  06 870 7533
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
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


Castle Trust Financial Planning Ltd
Glyn Lewis-Jones
217 High Street, Motueka
PO Box 161, Motueka 7143
  03 528 4184


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


Transact Wealth Management
Dennis Lennan
1 Hartwell Place, Matua, Tauranga 3110
PO Box 13 054, Tauranga 3141
  07 576 8136
Chris Maisey, Financial Adviser
Chris Maisey
12 Elizabeth Street, Tauranga
PO Box 13 178, Tauranga 3141
  07 543 3306
Investwise Limited
Stuart Garner
17 Parkside Mews, Terrace Views, Papamoa, 3118
PO Box 11138, Palm Beach, Papamoa 3151
  07 542 2763


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
Succession First
Robbie Schneider
3 Brittania Street, Petone, Wellington
PO Box 33 224, Petone, Lower Hutt 5046
  04 939 6748

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
Progressive Brokers
Noel Charles
26 Washington Parade, Milson, Palmerston North, 4414
  06 357 3190

Jarrett & Associates Limited
Kathy Jarrett
462 Church Street, Palmerston North, 4410
PO Box 444, Palmerston North 4440
  06 358 3999


Future Life Solutions Ltd
Paula Margot
26 Sheldon Street, Woolston, Christchurch
PO Box 19062, Woolston, Christchurch 8241
  03 389 5805

Chris Pope & Associates Ltd
Chris Pope
11D Sheffield Crescent, Burnside, Christchurch
PO Box 39 019, Harewood, Christchurch 8545
  03 358 9172


Lifetime Group Limited
Steve Doyle
Ballantynes Building, Canon Street, Timaru
PO Box 439, Timaru
  03 687 9970


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


Veritus Financial Planning Ltd
Jonathan Marshall
5 King Street, Waitara
PO Box 276, Waitara 4346
  06 754 6614

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


RMA Financial
Roger Adams
Kowhai House, 4 Warkworth St, Warkworth
PO Box 254, Warkworth 0941
  09 425 7111


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


John Wood & Associates
John Wood
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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Level 16
21 Queen Street

Private Bag 92163
Auckland 1142

09 377 2277
0508 693 8637


Level 3
Central on Midland Park
40 Johnston Street

PO Box 2697
Wellington 6140

04 473 7701
0800 697 526


Level 1
203 Papanui Road

PO Box 1686
Christchurch Mail Centre
Christchurch 8140

03 366 9088
0800 697 526


Level 1
2 Sefton Street East

PO Box 85
Timaru 7940

03 683 1989
0800 697 526


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

03 443 2300
0800 697 526


Level 2
Bracken Court
480 Moray Place

PO Box 5215
Dunedin 9054

03 477 4647
0800 697 526


46 Deveron Street

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