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Disclosure Statment.

We are licensed by the Financial Markets Authority (FMA) to provide tailored financial planning advice across investments, estate planning, risk management, and tax. Our approach focuses on clear, transparent fees, putting your interests first, and maintaining a well‑defined process for resolving any concerns.

Who We Are

Central Financial Planning Limited (FSP745331) is licensed by the Financial Markets Authority (FMA) to provide financial advice.

Our authorised financial advisers are:

  • Brent Andrew Wilson (FSP52023)

  • Scott MacCallum Sinclair (FSP1006553)

  • Dewald de Beer (FSP675811)

Advise Areas We Cover

Our advice covers all key areas of your financial life, bringing everything together into a clear and well-structured plan, while working alongside your solicitor, accountant, and other professionals to ensure everything is coordinated, consistent, and aligned.

  • Investment and asset planning

  • KiwiSaver and retirement planning

  • Cashflow and tax planning

  • Estate and succession planning

  • Risk and insurance planning

Our Professional Duties

We follow a clear set of professional standards designed to ensure that every piece of advice we provide is aligned with your best interests: 

  • Put your interests first

  • Exercise care, diligence, and skill

  • Meet the standards of competence and ethical behaviour set by the Code of Conduct

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This is only a summary of the duties that we have. More information is available by contacting us, or by visiting the Financial Markets Authority website at https://www.fma.govt.nz.​

Fees and Charges

​We believe you should have a clear understanding of the costs involved and how we work before making any decisions

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  • We do not charge for an initial meeting

  • We charge a fee for preparing a Financial Plan

  • All fees and any ongoing costs will be clearly explained and agreed with you before we proceed

Conflicts of Interest

We maintain processes to ensure your interests are prioritised at all times.

  • We maintain a register of conflicts and incentives

  • Our advisers receive ongoing training on managing conflicts

  • We operate under a service agreement with Consilium NZ for investment support

Where any commission or incentive applies, this will be fully disclosed.

Complaints and Disputes Resolution

If you are dissatisfied with our financial advice service, you can make a complaint by emailing admin@centralfp.co.nz by calling 03 448 8613

 

We will:

  • We may need to contact you for further information

  • We aim to acknowledge your complaint within one week

  • We aim to resolve your complaint satisfactorily by providing you with a response within 21 days

If this is not possible, further communication may take place, either formally or by direct discussion with you if we are unable to resolve your complaint, we will provide you with details of our Disputes Resolution Service, which is Financial Services Complaints Ltd (FSCL) – a Financial Ombudsman Service. FSCL has been approved by the Minister of Consumer Affairs under the Financial Service Providers (Registration and Dispute Resolution) Act 2008. FSCL’s service is free of charge to you.

 

You can contact FSCL at:

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Address: PO Box 5967, Lambton Quay, Wellington 6145

Email: info@fscl.org.nz

Tel: 0800 347 257

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