Personal
Personal insurance topics
Explore questions around life, health, income, mortgage commitments and other personal cover topics.
About James
Advice starts with a person you can verify.
James Li is a Financial Adviser. On the FSPR he is registered under his legal name, Jian Li, as FSP90281. He provides financial advice on behalf of Wealthpoint Limited, FSP678011.
Read the disclosure
- Public name
- James Li
- FSPR legal name
- Jian Li
- Financial Adviser
- FSP90281
- Advice provided on behalf of
- Wealthpoint Limited, FSP678011
Adviser and entity
Understanding the names and roles.
James Li is the public working name of Jian Li, the sole director and shareholder of GOLD STAR INSURANCE SERVICES LIMITED. Jian Li is registered as a Financial Adviser under FSP90281.
James provides financial advice on behalf of Wealthpoint Limited, FSP678011. Gold Star itself is not a Financial Advice Provider. The disclosure page explains the advice scope, costs, conflicts and complaints path in more detail.
- Legal entity
- GOLD STAR INSURANCE SERVICES LIMITED
- Company number
- 8687486
- NZBN
- 9429051229597
- Financial Adviser registration
- FSP90281 (Jian Li)
- Advice provided on behalf of
- Wealthpoint Limited (FSP678011)
These identifiers can be checked on New Zealand's public registers. See the disclosure page for the current source links and disclosure information.
What this relationship means
Understanding the three roles.
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The adviser
James Li, legally registered as Jian Li, is the person providing financial advice.
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On whose behalf
Advice is provided on behalf of Wealthpoint Limited, FSP678011.
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The Gold Star entity
Gold Star is the public-facing business and website publisher. It is not a Financial Advice Provider.
Clear steps. You decide.
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Understand
A plain-language conversation about your situation before anything is recommended.
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Compare
Options are laid out side by side, with scope and costs explained in writing.
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Decide
You decide in your own time. Nothing proceeds without your instruction.
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Business
Business insurance topics
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Situations
Life and business moments
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Public records
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Start a conversation
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