# Rest Assured Financial Advisers Limited — Public Disclosure Statement *Mirror of FAP Public Disclosure Statement filed under FMC Act 2013 s431.* - **Version date:** 2026-06-06 - **Source URL:** https://www.restadvisers.co.nz/howwework - **Source PDF SHA256:** `8484299ca2d19a8dfb0c08b0608c0c78...` - **Confidence tier:** C (LLM-extracted from PDF) - **Extracted via:** sonnet-html-v1 - **Ingested:** 2026-06-06 - **Machine-readable facts:** [facts.json](https://financeadvisers.co.nz/api/provider/FSP726851/facts.json) - **All versions on file:** [filings.json](https://financeadvisers.co.nz/api/provider/FSP726851/filings.json) - **Authoritative register:** https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP726851 > **About this document.** FAP Public Disclosure Statements are regulated documents that financial advice providers must publish under the Financial Markets Conduct Act 2013, section 431. The content below is the FA-NZ mirror — machine-parsed from the source PDF on the date shown above. For binding regulatory purposes, refer to the firm's own current publication via the source URL above. --- # Public Disclosure — Rest Assured Financial Advisers Limited > Contact us to request full disclosure information that is free of charge. --- ## Financial Advice Provider ### Our Licence Information Rest Assured Financial Advisers Limited is a Licensed Financial Advice Provider issued by the FMA to provide financial advice services. **Financial Services Provider Number:** FSP726851 **Office Contact Details:** - 219 Pukete Road, Pukete, Hamilton 3200 - Phone: 07 834 3102 - Email: info@restadvisers.co.nz - Website: [www.restadvisers.co.nz](https://www.restadvisers.co.nz) --- ### Nature and Scope of the Financial Advice Provided **Our Services** - Personal Life & Risk Insurance - Business Life & Risk Insurance - Health/Medical Insurance - Employee Group Schemes - ACC Structure Advice - KiwiSaver Advice - Fire and General Insurance **Products We Can Advise On** - Personal, Business and Group Insurance (Life, disability/risk, health/medical insurances) - KiwiSaver Investments - Fire and General Insurance **Product Providers We May Recommend** *Personal, Business & Group Insurance provided by:* - Accuro Health Insurance (Health Services Welfare Society Limited) - AIA New Zealand Limited - Asteron Life Limited - Chubb Insurance New Zealand Limited - Fidelity Life Assurance Company Limited - nib NZ Limited - Partners Life Limited - Southern Cross Medical Care Society *KiwiSaver provided by:* - Generate Investment Holding Limited - Booster Investment Services Limited - Milford Funds Limited *Fire and General Insurance (Home & Contents) provided by:* - Stylecover arranged by Aon New Zealand Rest Assured Financial Advisers Limited does not generally provide financial advice on products not listed above. However, some clients may have financial products with other providers. Where this is the case, we may provide advice on those products as part of providing financial advice to these clients. In providing you with financial advice, we will only consider existing term life, trauma, income protection and health insurance policies (if any). We will not provide advice on existing whole of life or endowment products, so you will need to consult a specialist if you would like advice on those products. --- ### Our Fees & Expenses The actual fee charged to you will depend on the nature and scope of the advice or service we provide. We will discuss and agree the actual fees with you before we proceed and explain how they are payable. The following section outlines the types of fees that may apply. For services in relation to insurance and KiwiSaver products, commissions may be paid by the product provider as follows: - **Initial commission** – a percentage of the value of your insurance premiums or investment contributions, and - **Ongoing commission** – a percentage of the value of insurance premiums or your investment balance, usually calculated at the end of each month in which you hold the investment or on renewal of insurance/lending products. **Other Costs** Where other costs are incurred in the process of providing our advice and services to you, you may be liable for these costs. These costs may arise from incidentals such as travel costs and photocopying. However, we will agree all additional costs with you prior to incurring them. --- ### Conflicts of Interest & Incentives Rest Assured Financial Advisers Limited and our financial advisers receive commissions from the providers on whose products we give financial advice (insurers, banks and KiwiSaver providers). If you decide to take out insurance or KiwiSaver advice, the provider will pay a commission to Rest Assured Financial Advisers Limited and to your financial adviser. The amount of commission is based on the amount of the premium or the KiwiSaver balance. From time to time, product providers may also reward us for the overall business we provide to them. They may give us tickets to sports events, hampers, or other incentives. To ensure that our financial advisers prioritise our clients' interests above their own, we follow an advice process that ensures our recommendations are made on the basis of each client's goals and circumstances. All our financial advisers undergo annual training about how to manage conflicts of interest. We maintain registers of conflicts of interests, and the gifts and incentives we receive. Rest Assured Financial Advisers Limited monitors these registers and provides additional training where necessary. Rest Assured Financial Advisers Limited performs an annual review of our compliance programme. --- ### Duties Information Rest Assured Financial Advisers Limited, and anyone who gives financial advice on our behalf, have duties under the Financial Markets Conduct Act 2013 relating to the way that we give advice. We are required to: - Give priority to your interests by taking all reasonable steps to make sure our advice isn't materially influenced by our own interests - Exercise care, diligence, and skill in providing you with advice - Meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure that we have the expertise needed to provide you with advice) - Meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure we treat you as we should, and give you suitable advice) This is only a summary of the duties that we have. More information is available by contacting us, or by visiting the Financial Markets Authority website at [https://www.fma.govt.nz](https://www.fma.govt.nz). --- ### Contact Details **Rest Assured Financial Advisers Limited (FSP726851)** is the Financial Advice Provider. - **Phone:** 07 834 3102 or 0800 893 448 - **Email:** info@restadvisers.co.nz - **Address:** 219 Pukete Road, Pukete, Hamilton 3200 - **Postal Address:** PO Box 27105, Garnett Ave, Hamilton 3257 --- ## Linked Sub-Documents The following documents are referenced on this page but their content is not reproduced here: - **Privacy Policy** — available at `https://www.restadvisers.co.nz/privacypolicy` - **Complaints Handling & Dispute Resolution** — available at `https://www.restadvisers.co.nz/complaintshandling`