About Us

If You Have a Complaint or Dispute

If you have a problem, concern, or complaint about any part of our service, please tell your Adviser first.

If you don't want to talk about it with your adviser ..

  • contact the office on 07 578 3863 and ask speak to the Practice Manager, or
  • email This email address is being protected from spambots. You need JavaScript enabled to view it..

We want you to be happy, we will do what we can to assist.

Insurance & Financial Services Ombudsman Scheme (IFSO Scheme) logoIf we cannot agree on how to fix the issue, or if you decide not to use the internal complaints scheme, you can contact The Insurance & Financial Services Ombudsman Scheme (“IFSO Scheme”) of which we are a member.

This service will cost you nothing, and will help us resolve any disagreements.

You can contact:  The Insurance & Financial Services Ombudsman Scheme (“IFSO Scheme”) at

Address:        PO Box 10845, Wellington 6143.

Telephone number:    0800 888 202 or +64 4 499 7612

Website:        http://www.ifso.nz

The video below from Karen Stevens, THE actual Ombudsman explains the process.

  • Last updated on .

The information on this site is intended as a guide only. The information is of a general nature and does not and cannot ever constitute personal advice.
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