Important Information

Some of the information contained on this website as well as the services, tools and material contained or described herein is only applicable to Wholesale Investors.

The material on this website has been prepared for informational purposes only without regard to any particular user’s investment objectives, financial situation, or means, and we are not soliciting any action based upon it. This material is not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument; or to participate in any particular trading strategy in any jurisdiction in which such an offer or solicitation, or trading strategy would be illegal. Users of this website should seek the advice of their financial adviser prior to taking any investment decision on the basis of any information contained herein and no information herein constitutes general or specific investment, legal, tax or accounting advice of any kind.

Retail Investors

A person is a Retail Investor, in relation to an offer of financial products, the supply of a discretionary investment management service, or any other relevant transaction, if the person is not a wholesale investor in relation to the offer or service.

Wholesale Investors

Wholesale Investors are typically high net worth individuals, family offices, select not-for-profit foundations, corporates and trusts that habitually invest money as part of their business and/or is sophisticated and knowledgeable in investing and the financial markets. Please see here for the definition of a Wholesale Investor (as that term is defined in clauses 3(2) and 3(3) and 36 of Schedule 1 of the Financial Markets Conduct Act 2013).

Disclosure Statement

This Financial Advice Provider Disclosure Statement (linked PDF file 78kb) provides you with important information about Paua Wealth Management Limited as a Financial Advice Provider.

Website Terms of Use

The website hosted at www.pauawealth.com is owned and operated by Paua Wealth Management Limited. We advise you to read these Terms and Conditions (linked PDF file 57kb) carefully before using the Website.