FAQs - Trusted Adviser

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Frequently Asked Questions

  • Why do I need to get financial advice?

    If you want to invest, get a mortgage or insurance, or plan for your long-term future, you may benefit from getting financial advice. Financial advice can help you identify what you need, what’s right for you, and make sure you’re aware of the risks of certain investments or different types of insurance protection. This is all about helping to set yourself up for the future.

  • Does a financial advice need to be reviewed?

    At Trusted Adviser, we keep in touch and check in with you every year to make sure the information we have is up to date and that your insurance is still right for you.

  • Do I need to pay to get financial advice?

    No, at Trusted Adviser, we aim to be fair and reasonable in our dealings with you, with the view of building a long-term relationship with you as a client. We will not charge a fee for the service we provide to you.

  • What financial advice provider could recommend on?

    Financial Advice Providers can recommend or provide opinions on financial products such as KiwiSaver, mortgages, insurance, shares, or cash investments. Some advisers might be able to give advice on a wide range of financial products, while others may advise on certain products only – such as mortgages or insurance.

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Mon - Fri: 9:00 - 18:00