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Financial Advice Provider

Our Licence Information

Rest Assured Financial Advisers Limited is a Licensed Financial Advice Provider issued by the FMA to provide financial advice services.
Financial Services Provider Number – FSP726851.

Our office contact details:
219 Pukete Road, Pukete, Hamilton 3200
Phone: 07 834 3102
Email: [email protected]

Nature and Scope of the Financial Advice Provided

Our Services

  • Personal Life & Risk Insurance
  • Business Life & Risk Insurance
  • Health/Medical Insurance
  • Employee Group Schemes
  • Residential Mortgage Lending
  • ACC structure Advice
  • KiwiSaver Advice
  • Fire and General Insurance

    Products we can advise on

  • Personal, Business and Group Insurance (Life, disability/risk, health/medical insurances)
  • Loans including mortgages
  • KiwiSaver Investments
  • Fire and General Insurance

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

  • Accuro Health Insurance (Health Services Welfare Society Limited)
  • AIA New Zealand Limited
  • Asteron Life Limited
  • Chubb Insurance New Zealand Limited
  • Fidelity Life Assurance Company Limited
  • nib NZ Limited
  • Partners Life Limited
  • Southern Cross Medical Care Society

    KiwiSaver Provided by:

  • Generate Investment Holding Limited
  • Booster Investment Services Limited
  • Milford Funds Limited

    Bank lending:

  • ANZ Bank New Zealand
  • ASB Bank Limited
  • Bank of China
  • Bank of New Zealand
  • The Co-operative Bank Limited
  • Westpac New Zealand Limited

    Non-Bank lending or Private Lenders:

  • AIA New Zealand Limited/Sovereign
  • Bluestone Servicing NZ Limited
  • FMT - First Mortgage Trust
  • Liberty Financial Limited New Zealand
  • Resimac Financial Services Limited
  • SBS, Southland Building Society
  • Pepper New Zealand Limited ( Pepper Money New Zealand)

    Fire and General Insurance (Home & Content) Provided by

  • Stylecover arranged by Aon New Zealand

    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:

  • Initial commission - a percentage of the value of your insurance premiums, lending amount or investment contributions, and
  • Ongoing commission - a percentage of the value of insurance premiums, lending amount or your investment balance, usually calculated at the end of each month in which you hold the investment or on renewal of insurance/lending products.

    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:

  • give priority to your interests by taking all reasonable steps to make sure our advice isn’t materially influenced by our own interests
  • exercise care, diligence, and skill in providing you with advice
  • meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure that we have the expertise needed to provide you with advice)
  • meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure we treat you as we should, and give you suitable advice).
    This is only a summary of the duties that we have. More information is available by contacting us, or by visiting the Financial Markets Authority website at

    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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