Public Disclosure

Products we can advise on

Product providers we may recommend
Personal, Business & Group Insurance Provided by:

KiwiSaver Provided by:

Bank lending:

Non-Bank lending or Private Lenders:

Fire and General Insurance (Home & Content) Provided by

Rest Assured Financial Advisers Limited does not generally provide financial advice on products not listed above. However, some clients may have financial products with other providers. Where this is the case, we may provide advice on those products as part of providing financial advice to these clients.
In providing you with financial advice, we will only consider existing term life, trauma, income protection and health insurance policies (if any). We will not provide advice on existing whole of life or endowment products, so you will need to consult a specialist if you would like advice on those products.

Our fees & expenses

The actual fee charged to you will depend on the nature and scope of the advice or service we provide. We will discuss and agree the actual fees with you before we proceed and explain how they are payable. The following section outlines the types of fees that may apply.

For services in relation to insurance, KiwiSaver and loan products, commissions may be paid by the product provider as follows:

Other costs
Where other costs are incurred in the process of providing our advice and services to you, you may be liable for these costs. These costs may arise from incidentals such as travel costs and photocopying. However, we will agree all additional costs with you prior to incurring them.

Conflicts of Interest & Incentives

Rest Assured Financial Advisers Limited and our financial advisers receive commissions from the providers on whose products we give financial advice (insurers, banks and KiwiSaver providers). If you decide to take out insurance or a mortgage, or to take our KiwiSaver advice, the provider will pay a commission to Rest Assured Financial Advisers Limited and to your financial adviser. The amount of commission is based on the amount of the premium or mortgage, or the KiwiSaver balance.
From time to time, product providers may also reward us for the overall business we provide to them. They may give us tickets to sports events, hampers, or other incentives.
To ensure that our financial advisers prioritise our clients’ interests above their own, we follow an advice process that ensures our recommendations are made on the basis of each client’s goals and circumstances. All our financial advisers undergo annual training about how to manage conflicts of interest. We maintain registers of conflicts of interests, and the gifts and incentives we receive. Rest Assured Financial Advisers Limited monitors these registers and provides additional training where necessary. Rest Assured Financial Advisers Limited performs an annual review of our compliance programme.

Duties information

Rest Assured Financial Advisers Limited, and anyone who gives financial advice on our behalf, have duties under the Financial Markets Conduct Act 2013 relating to the way that we give advice.
We are required to:

Contact Details

Rest Assured Financial Advisers Limited (FSP726851) is the Financial Advice Provider.
You can contact us at:
Phone: 07 834 3102 or 0800 893 448
Email: [email protected]
Address: 219 Pukete Road, Pukete, Hamilton 3200
Postal Address: PO Box 27105, Garnett Ave, Hamilton 3257

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