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Legal & Disclaimer information

Please note in compliance with the Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Act 2010, you are entitled to request a disclosure statement free of charge from an adviser. Please click here to contact your local NZFP office for further information.

CFP CM  and   are registered certification marks and CERTIFIED FINANCIAL PLANNER CM  is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand Inc is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.


New Zealand Financial Planning Company Ltd (NZFP) is a private company registered at the Companies Office in Auckland No. AK1108225. The NZFP Adviser's Trust is the sole shareholder. The Directors are all practising Financial Planners. They are Mr Jordi Garcia, AFA, E.D., B.Com., LL.B, CFP CM  and Mr Mark Hubber, AFA, CFP CM  .


The material contained on this website is for general information purposes only and is not intended as, nor capable of being, financial advice or advice on any specific problem or any particular situation. Site visitors are welcome to make use of the information and calculators available, but anyone acting on the basis of the information supplied does so solely at their own risk. The calculators and other interactive tools which may be used on this web site from time to time are intended to be illustrative only. NZFP does not represent or warrant the accuracy, adequacy or completeness of any information provided by those calculators and other tools.


Investment decisions are very important. They often have long term consequences. Seek further information, read all documents carefully, ask questions. It is highly recommended that you seek professional advice before making any financial decisions.


New Zealand Financial Planning Company Ltd and its directors, employees and associates do not accept any liability arising in any way (including by reason of negligence) for errors in, or omissions from, the information and do not accept any loss or damage (including, without limitation loss of profits, business or data), however caused, which arise out of, or result from any reliance on, or inability to use or access, any information on the website or any other website which is linked to this website.

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