Trading Partners & Our Disclosure Statement:

Finance Wise Limited are proud to be able to work with the following financial entities:

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PAA

Finance Wise advisers are full members of the Professional Adisers Association and our business complies with the Association’s Membership Rules and Code of Ethics and Standards. A copy of the Rules is available from www.PAA.co.nz. The PAA is a self-regulatory body dedicated to ensuring high ethical standards and professionalism within its members for the protection of lenders and clients.

 

not happy with our service?

 

 

 

We of course would like to hear from you in the first instance, however if you have contacted us and feel that we have not remedied the situation you can contact our dispute resolution provider . All details www.iombudsman.org.nz, call 0800 888 202 or write to P O Box 10845 Wellington 6143.

 

how we’re paid

Finance Wise Ltd are paid a single upfront commission (percentage of the loan facility or insurance premium), an ongoing (trail) commission (percentage of the loan facility or insurance premium), or a mix of both. We may charge a one off fee for work completed for clients which does not attract an adviser payment from the lender. This charge, if applied, will be agreed in advance with you before any work is started.

privacy

All discussions and information shared with Finance Wise Ltd  is subject to the Privacy Act 1993. You are entitled to access any information from your file upon request. A detailed description of the authorised use of the information you supply is covered in the Authority & Declaration you sign with each application you make with us.

legal and accounting issues

Any discussions on legal and accounting issues does not replace advice from professionally qualified specialist advisers (solicitors and accountants). We recommend that you obtain such independent and specialist advice.

 

  • AMP

  • ANZ

  • ASB

  • Asteron Life

  • BNZ

  • Cressida Capital

  • Sovereign

  • Westpac

  • Avanti Finance

  • Co-operative Bank

  • DBR Property Finance

  • Resimac Home Loans

  • AIA

  • SBS Bank

  • TSB Bank

  • Partners Life

  • Fidelity Life

  • General Finance

  • One Path

  • Liberty Financial

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