Disclosure

About our financial advice services

Aligned Finance Limited is a licensed Financial Advice Provider regulated by the Financial Markets Authority under FSP1012004.

Financial advice is currently provided by Kiri Mihaere on behalf of Aligned Finance Limited.

Nature and scope of advice

Aligned Finance Limited provides regulated financial advice relating to:

  • Personal loans
  • Vehicle finance
  • Business lending
  • Debt consolidation

Aligned Finance Limited does not provide advice relating to:

  • Mortgages
  • Insurance
  • KiwiSaver
  • Investments

Lender panel disclosure

Aligned Finance Limited works with a selected panel of finance companies and lenders. Not every lending product available in the market is assessed.

Commissions and fees

Aligned Finance Limited may receive broker fees, commissions and interest-related commissions from lenders where lending arrangements are completed.

Conflicts of interest

Aligned Finance Limited maintains policies and procedures designed to identify, manage and disclose conflicts of interest where applicable.

Client duties

When providing financial advice, Aligned Finance Limited is required to:

  • Prioritise client interests
  • Exercise care, diligence and skill
  • Meet standards of competence, knowledge and ethical behaviour
  • Comply with obligations under the Financial Markets Conduct Act 2013

Complaints

If you have a complaint about our services, please contact us so we can work with you to resolve the issue.

Email: info@alignedfinance.co.nz
Phone:  0800 355 288

If your complaint cannot be resolved to your satisfaction, you may contact the Insurance & Financial Services Ombudsman (IFSO) Scheme.

Website:  www.ifso.nz
Phone:  0800 888 202
IFSO Membership Number: 5007385