Financial Advice Provider – Visavis Financial Ltd, trading as INNOVEST

enquiries@innovest.co.nz Phone: +64 9 280 4700 / 0508 466 683
30 O’Rorke Rd, Penrose, Auckland. Post: PO Box 7003, Wellesley St, Auckland 1141
www.innovest.co.nz

Visavis Financial Ltd (INNOVEST) has been granted a Transitional Licence by the Financial Markets Authority.

This information will help you to choose a financial adviser that best suits your needs. It will also provide
some useful information about the financial adviser that you choose.

What sort of advisers are we?

We are qualified Financial Advisers. We can give you advice about category 2 financial products such as life
insurance, health insurance, risk insurance, consumer credit contracts, home loans, mortgages, and other
insurance products.
We can’t give investment advice specific to your situation, but we can give investment
advice of a general nature.

What should you do if something goes wrong?

If you have a problem, concern, or complaint about any part of our service, please tell us so we can try to fix the
problem. You may also contact our internal disputes service by telephoning 0508 INNOVEST, or by emailing
enquiries@innovest.co.nz

If we can’t agree on how to resolve the issue, you can contact our Financial Disputes Resolution
Scheme. This service will cost you nothing, and will help us resolve any disagreements.
You can contact FSCL by emailing info@fscl.org.nz or by calling 0800 347 257.

How we are regulated by the Government

You can check that we are a registered Financial Advice Provider at www.fspr.govt.nz.
The Financial Markets Authority regulates financial advisers. Contact the Financial Markets Authority for
more information, including financial tips and warnings.
You can report information or complain about my conduct to the Financial Markets Authority, but in the event of
a disagreement, you may choose to first use the dispute resolution procedures described above (under “What
should you do if something goes wrong?”).

Our fees

As Financial Advisers, we are usually paid by the Provider that you choose to use. On some occasions we are not
paid directly, and therefore may invoice you directly for our services. In these events, you will be notified in
advance, and asked to confirm your acceptance of the fee(s) prior to our commencing work on your behalf. There
will be no charges for any work not previous discussed and agreed.

What sort of Advisers are we?

We are specialist mortgage personal/business risk advisers, and can provide you with advice as well as
transactional services relating to mortgages, life insurance, disability and medical insurance, fire and general
insurance, as well as general KiwiSaver ‘Class’ advice.

 

Financial Services Complaints Limited

Email: info@fscl.org.nz

Phone: 0800 347257 or 04 472 3725

Fax: 04 472 3728

Address: PO Box 5967, Lambton Quay, Wellington

 

Insurance and Savings Ombudsman Scheme

Web: www.isombudsman.org.nz

Phone: 0800 888 802 or 04 499 7612

Fax: 04 499 7614

Postal Address: PO Box 10-845, Wellington, 6143

 

Banking Ombudsman Scheme 

Email: help@bankomb.nz

Phone: 0800 805950

Fax: 04 471 0548

Postal Address: Freepost 2180002P, PO Box 10573, The Terrace, Wellington, 6143

 

Financial Disputes Resolution Scheme

Email: info@fscl.org.nz

Phone: 0800 347 257

Fax: 04 472 3728

Postal Address: Financial Services Complaints Limited, Level 3, 150 Featherstone Street, Wellington 6011.

 

This Disclosure Statement, (version 3) was updated on 26th January 2021.