Braam Swanepoel from Kingdom Financial Services Ltd provides Financial Advice Services relating to the following products:
Life Insurance products, Kiwi saver; draft of Wills
Mortgages provided by:
Life insurance provided by:
Kingdom Financial Services Ltd do not give advice on General Insurance and make use of a Registered third Party provider for General Insurance advice and quotes which includes:
Kingdom Financial Services Ltd does not generally provide financial advice on products not listed above. However, some clients may have investments in other financial products. Where this is the case, we may provide advice on those products as part of providing financial advice to these clients.
Kingdom Financial Services LTD may charge the following fees for financial advice:
an initial advice fee for the time involved in meeting a client, obtaining all necessary information, and preparing and presenting a financial strategy;
an ongoing financial advice fee for the provision of ongoing financial advice services; and
where requested by a client, undertaking a specific assignment, for which an agreed consultancy fee may be charged.
Drafts of Wills: Fee of $75 per person excluding GST
Changes to Will: $35 per person excluding GST
Buy and sell Agreements- Consultations- Liaising with other professional Parties involved
Kingdom Financial Services LTD, and anyone who gives financial advice on our behalf, have legal duties relating to the way that we give 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 www.fma.govt.nz.
Our financial advisers are remunerated by way of Commission.
Kingdom Financial Services Ltd may receive commissions from the Life Insurance Companies on whose products we provide financial advice or in which our clients invest, insurance companies on whose policies we provide financial advice, and from the banks with whom we arrange mortgages. These commissions are based on the amount of the sum invested, insurance premiums paid or mortgage (as applicable).
To ensure that Kingdom Financial Services LTD's financial advisers prioritise each client's interests above their own, they follow an advice process that is designed to ensure their recommendations are made on the basis of the client's circumstances and financial goals and are suitable for the client.
Kingdom Financial Services LTD also:
Even with the best of intentions, complaints sometimes arise. Kingdom Financial Services LTD is committed to ensuring that all client complaints are handled and resolved in a professional, fair and timely manner in accordance with our Client Complaints Policy and associated procedures. If you are not satisfied with our financial advice services, you can make a complaint by contacting us at:
Kingdom Financial Services Ltd
P.O. Box 35677
Attention: Braam Swanepoel
T.:09 479 1095
When we receive a complaint, we will consider it 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 10 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 Dispute Resolution Service, an approved dispute resolution scheme who provide a free, independent dispute resolution service that may help investigate or resolve your complaint.
You can contact The Insurance and Savings Ombudsman at:
P.O. Box 10845
Attention: The Insurance & Savings Ombudsman
T: 0800 888202
You can contact us at:
Kingdom Financial Services Ltd
P.O. Box 35677 Browns Bay 0753
T: 09 479 1095
Signed by Braam Swanepoel from Kingdom Financial Services Ltd