Under the Financial Market Conduct (Regulated Financial Advice Disclosure) Amendment Regulations 2020, regulation 229C the following publicly available information is declared.
Lancewood Investment Partners Limited is a Licensed Financial Advice Provider (FAP) issued by the Financial Market Authority (FMA) to provide financial advice services including investment advice, KiwiSaver and general financial advice.
Under Section 396 of the Financial Markets Conduct Act 2013, Lancewood Investment Partners Limited has been granted a full Class 2 (multi-adviser practice), Financial Advice Providers licence, FSP1009283.
Lancewood Investment Partners Ltd
3A Brugh Place, Waverley, Dunedin, 9013
Phone: 027 453 0089
Email: info@lancewoods.co.nz
Websites: www.lancewoods.co.nzOur Services:
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Investment advice and implementation (including strategic asset allocation, investment portfolios, risk/return profile assessment)
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Retirement planning, including Kiwisaver strategies
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The actual fee charged to you will depend on the nature and scope of the advice, or service that we provide. We will discuss and agree the actual fees with you before we proceed and explain how they are payable.
The fees charged for our advice and services may be based on a combination of a set dollar amount or a percentage-based fee. Fees will be confirmed in our Statement of Advice. Our agreed advice and service fees may include charges for initial advice, ongoing or annual advice and services.
While the FAP is licensed to provide investment and general financial advice we are not specialists in accounting, trusts, fire and general insurance.. We may refer you to companies that give specialised advice in these areas.
We prioritise our clients’ interests above our own. From time to time we may attend subsidised conferences and professional training provided by product providers as part of our continuing education requirements. We also receive commissions from some product providers.
We manage these conflicts of interest by ensuring that the advice we provide is based on understanding your goals & circumstances and providing recommendations which are based on independent research. We maintain a Conflict of Interests register which allows us to actively manage any conflicts that may arise.
Lancewood Investment Partners has never had any reliability complaints raised or lodged against it, nor any of its current or past staff.
If you have any problems, concerns or a complaint about any part of our advice or service, please tell us so that we can try and fix the problem. Our internal complaints manager will provide you with a copy of our complaints policy upon request.
If we cannot agree on how to fix the issue, you can contact our external disputes resolution scheme, FSCL Financial Services Complaints Limited This service will cost you nothing, and will help us resolve any disagreements.
This service can be found at,
Financial Services Complaints Limited, PO Box 5967, Wellington 6140 Phone: 0800 347 257 Email: info@fcsl.org.nz
Lancewood Investment Partners financial advisers are bound by the duties of the Financial Markets Conduct Act 2013 (431I, 431K, 431L and 431M) to:
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Meet the standards of competence, knowledge and skill set out in the Code of Professional Conduct for Financial Advisers
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Give priority to their clients’ interest and exercise care, diligence and skill
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Meet the standards of ethical behaviour, conduct and client care set out in the Code of Conduct.
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Data sourced from Morning Star KiwiSaver Survey dated 31 March 2025, comparing KiwiSaver Funds five year average returns after fees and before taxes.
Information submitted via the Contact Page on the Lancewood Investment Partners web site is the minimum information required in order to contact you around providing financial advice services. All information is kept under strict privacy and cyber security management.
Lancewood Investment Partners is committed to protecting their clients confidentiality and privacy including fully complying with the New Zealand Privacy Act 2020 and the Code of Professional Conduct for Financial Advisers in managing any personal information that they may hold.
You have the right under the Privacy Act 2020 to obtain access and request correction of any information that Lancewood Investment Partners may hold regarding providing financial advice to you.
It is a requirement of the Privacy Act that any breaches in security of your information will be reported to you and the New Zealand Privacy Commissioner.
Lancewood Investment Partners does not sell, or rent, client information or contact lists to anyone for any purpose.
The information provided and services described in this website are of a general nature and are not intended to be personalised financial advice.
While every endeavour has been made to supply accurate, up-to-date information, errors and omissions may occur on this web site. Accordingly, Lancewood Investment Partners Limited (trading as Lancewood Investment Partners Limited), the directors, shareholders, advisers and employees accept no responsibility for any loss to any person (in any form whatsoever) that arises from the use of, or reliance on, the information contained in this web site.
Third party links to other web sites are provided as a convenience to users of this site. Lancewood Investment Partners does not control and is not responsible for any of these sites or their content.
All materials on this web site are protected by copyright and intellectual property laws and are the property of Lancewood Investment Partners Limited unless otherwise indicated. You are entitled to use the information in this site for your personal reference only. You must not reproduce or distribute content from this site or any part of it, nor transmit it to any other person or incorporate it in any way in any other documents or materials without specific permission from the Directors of Lancewood Investment Partners Limited.