Important information about our services, regulatory compliance, and your rights as a consumer of financial services in New Zealand.
PrivateWealth.co.nz operates as a connection service that introduces consumers to relevant financial advisers, private wealth managers, and other financial service providers. We do not provide financial advice directly, but rather facilitate connections between consumers and qualified financial professionals.
All financial advisers we connect you with are required to be authorized by a Financial Advice Provider (FAP) licensed by the Financial Markets Authority (FMA). You can verify a provider's licensing status on theFMA's Financial Service Provider Register.
You have the right to receive financial advice that is suitable for your circumstances and given in your best interests.
Financial advisers must provide you with clear information about their services, fees, and any conflicts of interest.
You can make complaints about financial advice through the adviser's dispute resolution scheme or the FMA.
Licensed advisers must have professional indemnity insurance to cover potential losses from poor advice.
All investments carry risk. Past performance is not indicative of future results. The value of investments can go down as well as up, and you may receive back less than you invested. Always seek professional financial advice before making investment decisions.
We collect personal information through our wealth assessment quiz and contact forms to:
Your information may be shared with licensed financial advisers and wealth managers for the purpose of providing you with financial advice. We will only share information necessary for this purpose and with your consent.
Under the Privacy Act 2020, you have rights to access, correct, and delete your personal information. Contact us at privacy@privatewealth.co.nz for privacy-related requests.
PrivateWealth.co.nz acts solely as an introduction service. We are not responsible for the quality, suitability, or outcomes of financial advice provided by third-party advisers. Any financial advice relationship is directly between you and the licensed adviser.
Information on this website is general in nature and not intended as financial advice. While we strive for accuracy, we make no warranties about the completeness, reliability, or suitability of the information for your specific circumstances.
Our website may contain links to third-party websites. We are not responsible for the content, privacy practices, or services of these external sites.
Email: contact@privatewealth.co.nz
Business Hours: Monday - Friday, 9:00 AM - 5:00 PM NZDT
Email: privacy@privatewealth.co.nz
Website: www.fma.govt.nz
Website: www.privacy.org.nz
Last Updated: September 2025
This information is current as of the date shown and may be updated from time to time. Please check this page regularly for any changes.