Public Disclosure

Our Advice

We provide regulated financial advice on the following products and services:

  • Investments in retail financial products

  • KiwiSaver

  • Personal insurance including life, trauma, health, income protection, and TPD.

Regulated Advice Service Limitations

Personal Insurance

We can help you implement insurance solutions from:

  • AIA Insurance

  • Partners Life

  • Fidelity Life Insurance

  • NIB Insurance

  • Booster Insurance.

KiwiSaver

We can help you implement KiwiSaver solutions with:

  • Booster

  • InvestNow.

Managed Investments

We can provide investment advice and implement solutions through:

  • Consilium Wrap (FNZ) Platform

  • Consilium NZ Limited

  • InvestNow Platform.

How We Earn Income

We may be paid through:

  • Upfront financial planning fees

  • Ongoing investment advisory fees

  • Hourly fees for specific work

  • Commissions for personal insurances you place through our agency.

A full fee disclosure will be provided in your written advice prior to implementation.

Conflicts of Interest and Incentives

We may receive small non-monetary benefits from product providers such as booklets, calendars, or invitations to events.

We recognise that even small incentives can raise questions about adviser priorities. For that reason, our advice process is built on full transparency. You will always receive clear reasoning for every recommendation, based solely on what is best for your circumstances.

Complaints Process

We aim to provide excellent service, but if something goes wrong, we want to hear from you.

If you are dissatisfied, please contact us as soon as possible by phone or email.

Phone: 020 472 1520
Email: raiden@pagewealth.co.nz

What Happens Next

  1. Acknowledgement
    We will acknowledge your complaint within two business days.

  2. Investigation
    We will review what happened and may contact you for more information.

  3. Response
    We will respond as soon as practical, and no later than 10 business days after receiving your complaint. We will outline what we have found and propose a resolution.

If you are not satisfied with our response, you may refer your complaint to our independent dispute resolution service:

Insurance and Financial Services Ombudsman Scheme (IFSO)
Freephone: 0800 888 202
Phone: 04 499 7612
Email: info@ifso.nz
Address: Level 2, Solnet House, 70 The Terrace, Wellington 6143
Post: PO Box 10-845, Wellington 6143.

Duties

As set out in the Financial Markets Conduct Act 2013, Page Family Financial Planning Limited is required to:

  • give priority to your interests;

  • exercise care, diligence, and skill;

  • meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services; and

  • meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services.