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Our Obligations and Responsibilities

As an insurance broker, we have a duty to act in the best interests of our clients. This means providing you with advice that is tailored to your specific needs and ensuring that you have the right level of coverage to meet those needs. We are also obligated to disclose any conflicts of interest that may arise in the course of providing our services.

Business Disclosure

This Disclosure outlines what type of advice we can give you.

Our Business Disclosure >

Terms of Business

By working with us, these are the Terms of Business you agree to.

Our Terms of Business >

Client Service Standards

In order to provide a high level of service, we live by these standards

Our Client Service Standards >

Complaints Policy and Standards

If you are pleased or dissatisfied with our service, let us know.

Our Complaints Policy and Standards >

Privacy Policy

This policy sets out our practices relating to your personal information.

Our Privacy Policy >

Insurer Financial Strength Rating

This rating measures the ability for an insurer to pay claims in a timely manner.

Our Insurer Financial Strength Rating >

Financial Adviser Disclosures

Transparency and honesty are essential to building strong relationships with our clients, and we strive to maintain the highest standards of professionalism in all of our dealings. Our Financial Advisers are licensed and regulated by the Financial Markets Authority (FMA). Their disclosure statements list all the specific details you need to know about your Financial Advisor when choosing to engage their services. We encourage you to review this information carefully.