Publicly Available Disclosure
Here is some general information about our business to help you decide if you want to seek our advice.
We operate as a Financial Advice Provider under a current licence issued by the Financial Markets Authority in the name of NZ Financial Services Croup Limited (FSP286965)
Our advice and Product Providers
- Ensuring our advisers follow an advice process that ensures they understand your needs and goals and that their recommendations on insurance cover meets those needs and goals.
- Ensuring our advisers receive regular training on how to manage conflicts of interest.
- Providing you with a schedule showing commission amounts and types by product provider. This schedule is contained within each Financial Adviser’s personalised Disclosure Guide. A Financial Adviser will provide you with more information about commissions during the advice process.
Fees and Expenses
Should we need to charge you a fee, you will be invoiced and will be given 30 days to make payment.
Conflicts of Interest
If you have a complaint about our service you need to tell us about it. You can contact our internal complaints service by phoning us on (04) 212 3394 or emailing us at [email protected] with the heading Complaint – (Your Name).
Financial Services Complaints Limited
Phone: 0800 347 257
Email: [email protected]