Disclosure Information

Super-Advice New Zealand Ltd (FSP556926)
Licensed Financial Advice Provider under the Financial Markets Conduct Act 2013.

Super-Advice is a New Zealand-owned financial advice business helping individuals, employees, and employers make smarter money choices through insurance, KiwiSaver, investments, and financial wellbeing coaching.

This page brings together key information about our services, fees, duties, privacy, and how to make a complaint.

  1. Our Services

We provide advice and support across:

  • Personal Insurance – life, trauma, income, and medical cover
  • Group Insurance – workplace and membership-based life, trauma, income, and medical schemes
  • KiwiSaver – fund selection, contribution settings, and first-home withdrawal guidance
  • Investments – personalised advice on managed funds, portfolios, and investment strategies through licensed financial advisers
  • Super Transfers (Trans-Tasman Portability) – helping you move your Australian superannuation to your New Zealand KiwiSaver account
  • Financial Wellbeing (WELF) – general education and money coaching to help individuals and teams improve everyday money habits


Learn more:
Insurance → | Group Insurance → | KiwiSaver → | Super Transfers → | WELF → | About Us →

  1. Our Legal Duty to You

We, and all advisers operating under our licence, must:

  • Give priority to your interests when providing advice;
  • Exercise care, diligence, and skill in all aspects of our advice and service;
  • Meet the standards of competence, knowledge, and skill set out in the Code of Professional Conduct for Financial Advice Services; and
  • Comply with the ethical behaviour, conduct, and client-care standards required by that Code.

Read more: Our Legal Duty to You →

  1. Fees and Conflicts of Interest

In most cases, you will not be charged a fee for financial advice. Super-Advice is usually paid a commission by the product provider (for example, an insurer or KiwiSaver provider) when you take out or retain a product following our advice.

If a service fee applies, you will always be told in advance and asked to confirm your agreement before we begin any work.

We take managing conflicts of interest seriously. Our advisers follow a formal Conflicts of Interest Policy and compliance framework designed to ensure advice is always provided in your best interests.

  1. Complaints and Disputes

If you have a concern, please contact us first so we can resolve it quickly.

We’ll acknowledge your complaint within two business days and aim to resolve it as soon as possible.

If we are unable to resolve your complaint, or you are not satisfied with the way we propose to do so, you can contact the Insurance & Financial Services Ombudsman (IFSO):

This service is free, independent, and available to all clients.

Learn more: Complaints & Disputes Process →

  1. Privacy

Your information is protected under the Privacy Act 2020.
We collect and use your details only for the purpose of providing financial advice and fulfilling our legal obligations.

Read our full privacy statement here: Privacy Policy →

  1. Community & Partnerships

We’re proud to support and collaborate with New Zealand communities, workplaces, and member organisations to lift financial literacy and wellbeing.

Learn more about our community initiatives:
Community → | Workers First Union KiwiSaver →

  1. Contact Us

You can reach us for general enquiries, disclosure requests, or adviser information at:
[email protected] | 0800 894 688

Contact Us →

Super-Advice New Zealand Ltd (FSP556926)

Licensed Financial Advice Provider under the Financial Markets Conduct Act 2013.
PO Box 1120, Pukekohe 2340  super-advice.co.nz  0800 894 688

 Last reviewed: October 2025