​Zenvest Financial Services is authorised to provide financial advice under a Financial Advice Provider licence issued by the Financial Authority to InsureRight. Zenvest and InsureRight belong to the New Park Group.

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I, Krystiana Wetton, hold New Zealand Certificate in Financial Services (Level 5), Core Strand, Residential Lending Strand, Life and Health Insurance Strand, Investment Strand.

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Our services

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Zenvest provides you with financial advice in relation to KiwiSaver. You will not be charged for advice from a Zenvest financial adviser. We work with the following KiwiSaver providers.

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​KiwiSaver providers outline the fees they charge in their Product Disclosure Statements. The fees are deducted from your KiwiSaver accounts.

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Complaints

 

If you have a problem or concern about any part of my service, please tell me so that I can try to fix the issue. Phone 027 502 8081, email krystiana@zenvest.co.nz or write to 54 Queens Road, Glen Avon, New Plymouth 4312.

 

If we cannot agree on how to resolve the issue, you can contact Financial Services Complaints Limited (FSCL), a Financial Ombudsman Service. Email complaints@fscl.org.nz, phone 0800 347 257 or write to PO Box 5967, Wellington 6140.

 

Anyone within our business giving advice is bound by and supports the duties set out in the Financial Markets Conduct Act 2013. These duties are:

• Meet the standards of competence, knowledge, and skill and the standards of ethical behaviour, conduct and client care set out in the Code of Professional Conduct for Financial Advice Providers

• Give priority to your interests

• Exercise care, diligence and skill We manage conflicts of interest by prioritising your interests above our own. Conflicts of interest are recorded and regularly monitored.

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Conflicts of interest

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We manage conflicts of interest by prioritising your interests above our own. Conflicts of interest are recorded and regularly monitored.

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Privacy

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Your personal information will be used by Zenvest and product providers in accordance with their privacy policies. Zenvest's privacy policy can be found here 

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By agreeing to these terms and conditions, you acknowledge that you understand and agree to the statements below.

 

• I have requested Zenvest Financial Services to review my KiwiSaver and provide recommendations based on my goals and objectives.

• I give the Zenvest authority to act on my behalf with providers in respect to KiwiSaver.

• I confirm that any information I have provide will be true and correct.

• I have read and understood the adviser’s Disclosure (below), including details of commission and fees.

• onsent to receiving electronic communications from Krystiana Wetton/Zenvest.

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