Who are we?

Wealth Morning is an independent financial publisher based in Auckland, New Zealand. We provide independent financial commentary, economic analysis and market forecasts through print and email publications, books and conferences.

Wealth Morning began as Money Morning Investment Research — a local affiliate of financial publishing network Agora Inc., a group with over 4 million readers worldwide.

Agora was founded in 1978 by Bill Bonner and is renowned for nurturing and promoting writers such as Taylor Kee, Harry Dent, Dan Denning, Jim Rickards and Robert Kiyosaki.

A management buyout as of September 2019 saw Wealth Morning become independent, allowing us to focus on key areas of interest to our readers.

Angelo Partners Ltd T/A Wealth Morning
NZBN: 9429046548122

FSP Number: FSP596789

Place of Business:
Level 26, PwC Tower, 188 Quay Street, Auckland 1010

Contact Details:
Postal Address: Level 26, PwC Tower, 188 Quay Street, Auckland 1010
Telephone: +64 20 415 88515
Email: [email protected]

What sort of adviser are we?

Wealth Morning is registered on the New Zealand Financial Service Providers (FSP) Register as a provider of wholesale and/or generic financial adviser services.

This registration permits us to provide a ‘class service’ (i.e. class financial advice) to both wholesale and retail clients.[1] ‘Class’ financial advice is ‘financial advice’ that does not take into account, or would not reasonably be expected to take into account, a particular client’s financial situation or goals. For example, publishing a newsletter or report that contained recommendations would be giving class financial advice to the subscribers of that newsletter or report.

We can provide this class financial advice in respect of all types of financial products, including:

  • Equity securities (e.g. shares)
  • Debt securities (e.g. bonds)
  • Managed investment products (e.g. interests in funds, such as KiwiSaver schemes)
  • Derivatives
  • Insurance products

We advise generically on financial products and other investments through our paid newsletter subscriptions only.

We also operate a free e-letter and news site service.  This service provides general information only and is not intended to be viewed as investment or financial advice.

We do not offer any services for you to buy or sell the financial products we recommend.

From time to time, we may suggest a financial product provider that is optional for your use. In the event that we derive any referral fee and/or commission, such relationship is always stated clearly and upfront. Any use of third party providers is entirely at your own risk.

IMPORTANT: We provide class financial advice only via our paid newsletters. The advice published by Wealth Morning has been prepared without taking into account your particular financial situation or goals. Before acting on our recommendations, you should consider their appropriateness to your particular financial situation or goals. If you are uncertain as to what your financial situation or goals are, you should contact a financial adviser or stockbroker who is licensed to provide you with personalised financial advice.

How does Wealth Morning get paid?

Wealth Morning is a subscription-based service. A subscription fee is payable when you subscribe to one of our newsletters. Some of our e-letter services are free. Publisher’s prices at the time of preparation of this FSG are:

  • Wealth Morning — Free email service

  • Lifetime Wealth Investor — $89 monthly

Note: Prices are subject to change. In addition to a subscription-based service, Wealth Morning may occasionally receive referral fees and/or commissions when recommending financial product providers. Such arrangements will be clearly stated upfront before you opt into them. Wealth Morning may also, from time to time, accept advertisements for other financial service providers that have been reviewed by us. This material will be clearly separated from editorial content with the word ‘advertisement’, ‘sponsored post’ or similar. All employees and directors of Wealth Morning receive a salary. They may also receive performance-based bonuses.

How does Wealth Morning manage potential conflicts of interest?

Employees of Wealth Morning are prohibited from disclosing to third parties the substance of recommendations before they are published, and are not allowed to instruct others to act on recommendations before they are published or during the blackout period and should refer to Wealth Morning Staff Trading Policy before making such recommendations.

What should I know about the risks of the financial product advice Wealth Morning provides?

There are risks with all financial products. Their prices may fall as well as rise, and there is a chance you could lose your entire investment.

We assign risk ratings to the financial products we recommend in some of our newsletters. Note that these risk ratings are general in nature. We do not guarantee the performance of any financial products we recommend.

As indicated above, we provide class financial advice only. We do not provide personalised financial product advice. You should consult a financial advisor or stockbroker who is licensed to provide you with personal financial product advice if you require any advice on securities, derivatives, managed investment schemes, or if you require assistance in determining your particular risk profile.

What information does Wealth Morning maintain in my file?

We keep your name and address details in our database for the purpose of providing the services you request. We may also keep your telephone and email details if you provide them to us, as well as a record of correspondence between you and us, including emails, telephone conversations and letters as only authorised employees have access to such confidential customer information. Please refer to our Privacy Policy for further information. At any time, you may change or remove your details by contacting us.

We may from time to time inform you of special offers. You may opt out of receiving any of these. Wealth Morning respects your privacy and abides by the Privacy Act 1993, including the Information Privacy Principles contained in that Act.

What should you do if something goes wrong?

We try to adhere to the highest standard of service at all times. Nevertheless, we understand there may be times when you would like to make a complaint about our paid services. Our dispute resolution process is as follows: Contact us and tell us about your complaint. We will try to resolve it fairly and within a reasonable time. If it is not resolved satisfactorily, please write to the Publisher of Wealth Morning with your complaint using the contact details in this FSG:

Contact Details:
Postal Address: Level 26, PwC Tower, 188 Quay Street, Auckland 1010
Telephone: +64 20 415 88515
Email: [email protected]

If your complaint still cannot be resolved, Wealth Morning is a member of an external approved dispute resolution scheme called The Financial Dispute Resolution Service (FDRS). FDRS can be telephoned on 0508 337 337 and its website is www.fdrs.org.nz. FDRS will facilitate discussions and negotiations between the parties to help reach an agreement and provide an independent adjudicator if necessary. FDRS will not charge you a fee for making or resolving a complaint.

How am I regulated by the government?

You can check that we are a registered financial services provider at www.fspr.govt.nz.

The Financial Markets Authority authorises and regulates financial advisers. Contact the Financial Markets Authority for more information, including financial tips and warnings. You can report information or complain about our conduct to the Financial Markets Authority, but in the event of a disagreement, you may choose to first use the dispute resolution procedures described above (under ‘What should you do if something goes wrong?’).

All content is © 2020 Wealth Morning. All Rights Reserved. Wealth Morning is registered on the Financial Service Providers Register: FSP596789. NZBN: 9429046548122.

All advice is class advice and does not take into account your particular financial situation or goals. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

Calculating Your Future Returns: The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports, newsletters and other publications are forecasts and may not be a reliable indicator of future results. Any potential gains in any of our publications do not include taxes, brokerage commissions, or associated fees. Please seek independent financial advice regarding your particular financial situation or goals. Investments in foreign companies involve risk and may not be suitable for all investors. Specifically, changes in the rates of exchange between currencies may cause a divergence between your nominal gain and your currency converted gain, making it possible to lose money once your total return is adjusted for currency.

You  acknowledge that the contents of reports, newsletters and other publications by, and all associated intellectual property rights of, Wealth Morning including copyright, design rights, property rights, rights to data and databases, trademarks, service marks and any other rights created or developed in the course of the provision of the publication shall be and remain the sole and exclusive property of Wealth Morning. No person is permitted to copy, forward or reproduce any of our publications and/or their contents without express consent of Wealth Morning. Subscribers to our publications are permitted to use this material for their own personal and investment use.

If you would like to contact us about your subscription, please call us on +64 20 415 88515 or email us at [email protected]

Wealth Morning
Level 26, PwC Tower,
188 Quay Street,
Auckland 1010

[1] This registration also permits us to provide a ‘personalised service’ to wholesale clients. However, because our business involves the publication of newsletters or reports to our subscribers, in practice we do not typically provide ‘personalised services’.

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