Fees

You will never receive a fee from us without knowing about it upfront and agreeing to it

We are open and transparent about all fees and charges at all times

Any questions about fees, please just ask

Fees

Professional Investment Services advisers may charge a pre-disclosed fixed amount fee or an hourly rate:

Work performed by Financial Adviser - $150 + GST per hour
Administration Staff - $75 + GST per hour

Standard Fixed Fees:

Risk Management Report Fee - From $150 to $450 + GST
Statement of Advice Fee - From $150 - $450 +GST
Financial Plan Fee - From $250 - $2,000 + GST

Custodial Service Fees:

These services are currently administered by FNZ Ltd as the Reporting Service and Custodian. Professional Investment Services (NZ) Ltd does have a financial and/or ownership interest in these products.

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Complaints Procedure

Complaints handling and dispute resolution: If you are not satisfied with our financial advice service you can make a complaint by emailing admin@pismanawatu.co.nz, or by calling 06 355 4422. You can also write to us at PO Box 1255, Palmerston North 4440. When we receive a complaint, we will consider it using our internal complaints process:

• We will consider your complaint and let you know how we intend to resolve it. We may need to contact you to get further information about your complaint.

• We aim to resolve complaints within 5 working days of receiving them. If we can’t, we will contact you within that time to let you know we need more time to consider your complaint.

• We will contact you by phone or email to let you know whether we can resolve your complaint and how we propose to do so.

If we can’t resolve your complaint, or you aren’t satisfied with the way we propose to do so, you can contact Financial Services Complaints Limited (FSCL) – A Financial Ombudsman Service. FSCL provides a free, independent dispute resolution service that may help investigate or resolve your complaint if we haven’t been able to resolve your complaint to your satisfaction. You can contact FSCL by Phone – 0800 347 257 or complaints@fscl.org.nz.

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(06) 355 4422

Complaints Procedure

Fees