Disclosure

Important information about our business

McKenzie Enterprises Limited Financial Services Provider Number 708191 trading as

Move My Pension & McKenzie Financial Planning holds a license issued by the Financial Markets Authority to provide financial advice.

You can contact us at:

Phone: 07 839-1096

Email: info@movemypension.co.nz

Address: 31 Balfour Crescent Riverlea Hamilton

Our services

McKenzie Enterprises Limited advisers provide advice about:

Investments
Financial & Retirement Planning
KiwiSaver

We provide advice in relation to the following products:

UK Pensions
Investments & Managed Funds
Kiwisaver

We provide advice in relation to products provided by the following companies: Garrison Bridge, i-Select superannuation, Booster, Superlife, Generate, ANZ investments, Craigs investment partners, Fisher Funds.

Our fees

The actual fee charged to you will depend on the nature and scope of the advice or service we provide. We will discuss and agree the actual fees with you before we proceed and explain how they are payable.

The following section outlines the types of fees that may apply:

The fees charged for our advice and services may be based on a combination of a set dollar amount or a percentage-based fee.

Our agreed advice and service fees may include charges for Initial advice, ongoing or annual advice and services.

For UK pension transfers we may charge transfer fee of between $1200 to $2500 - the actual fee to transfer a pension will be disclosed as soon as possible.

Conflicts of interest

McKenzie Enterprises Ltd and our financial advisers may receive commissions from the investment providers on whose products we give financial advice on.

To ensure that our financial advisers prioritise the client’s interests above their own and to manage the potential conflicts of interest, all McKenzie Enterprises Ltd advisers follow an advice process that ensures personalised recommendations are made on the basis of the client’s goals and circumstances, as advised by the client. McKenzie Enterprises Ltd financial advisers complete regular training, including how to manage conflicts of interest. Each financial adviser has a regular compliance review of their advice process, and our compliance programme is reviewed annually by our external compliance adviser.

Any Conflict of Interest that specifically relates to advice or recommendation given to you, will be outlined in more detail when that advice is given.

Disputes and complaints

If you are not satisfied with our financial advice service you can make a complaint by emailing info@movemypension.co.nz or by calling 07 839-1096 You can also write to us at 31 Balfour crescent Hamilton. 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 10 working days of receiving them. If we cannot, 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 cannot resolve your complaint, or you are not satisfied with the way we propose to do so, you can contact Insurance and Financial Services Ombudsman provides a free, independent dispute resolution service that may help investigate or resolve your complaint if we have not been able to resolve your complaint to your satisfaction. You can contact Insurance and Financial Services Ombudsman by Address: Level 2 70 The Terrace Wellington 6143, Telephone number: 0800 888 202, Email address: info@iombudsman.org.nz

Our duties and obligations to you

We are bound by the duties of the Financial Markets Conduct Act (431I, 431K, 431L, and 431M) to:

Meet the standards of competence, knowledge, and skillset out in the Code of Conduct
Give priority to the clients’ interests and
Exercise care, diligence, and skill and
Meet the standards of ethical behavior, conduct, and client care set out in the Code of Conduct.

UK pension advice Hamilton

Office address: 31 Balfour Crescent, Riverlea, Hamilton, 3216