Important Information | Apt Wealth Financial Planning

Home > Important Information

This website may contain general advice that does not take into account your financial circumstances, needs and objectives.

Before making any decision based on this information contained in this website, you should assess your own circumstances or seek advice from a financial adviser and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.

Exemption from Licensing in New Zealand

Apt Wealth Partners relies on an exemption from licensing in New Zealand available to Australian Financial Services Licensees. The New Zealand Financial Services Regulator, Financial Markets Authority (FMA), have confirmed this exemption from Licensing and a copy of this exemption is available on their website. If you have a complaint regarding advice on a New Zealand investment this may fall within the jurisdiction of New Zealand. We recommend contacting us in the first instance to confirm whether your complaint should be dealt with in New Zealand.

For complaints about New Zealand investments, Apt Wealth Partners is a member of a New Zealand Dispute Resolution Service, Financial Service Complaints Limited (FSCL). Our FSCL Membership Number is 9167. The contact details for FSCL are as follows:

Financial Services Complaints Limited
PO Box 5967
Wellington 6140
Phone: 0800 347 257 or 04 472 3725
Email : complaints@fscl.org.nz

Sign up here to stay up-to-date with market trends, and receive the latest tips and advice on a range of financial planning, lifestyle and investment trends and topics.

General Advice Warning

The information provided on this website does not constitute ﬁnancial product advice. The information is of a general nature only and does not take into account your individual objectives, ﬁnancial situation or needs. It should not be used, relied upon, or treated as a substitute for speciﬁc professional advice. Apt Wealth Group of Companies which includes Apt Wealth Partners (AFSL and ACL 436121), Apt Wealth Finance (a Trading name of Apt Wealth Partners), Acceptance Finance (ACL 391715) and Acceptance Finance Australia Pty Ltd (a Corporate Credit Representative of Acceptance Finance – Credit Representative Number 580562) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.

Apt Wealth Partners is an incorporated financial services licensee. Our partners or their associated entities are shareholders in the Apt group parent company.