Donaldson Brown Nz Limited

“Donaldson Brown NZ Limited, FSP1005611, trading as Donaldson Brown, holds a Class 2 financial advice providers licence issued by the Financial Markets Authority, with effect from 11 July 2023.”

“Donaldson Brown through their Financial Advisers (Risk Advisers) provide financial advice to our clients about their Fire & General and Life & Disability insurance needs. When providing our advice, we access a wide range of insurance products from various insurance providers both in the local and overseas markets.”

“Donaldson Brown removes all commissions from domestic and commercial insurance premiums received from insurers. Instead, choosing to operate on a transparent fee model, based on the value we bring to the partnership with our clients. The fee we charge is for providing financial advice, and for arranging, altering, or cancelling your general insurance programme.”

“If you engage us to provide advice around the placement or renewal of your insurance programme (discovery process, needs analysis, research, advice etc) and then decide not to proceed, we reserve the right to charge a fee for the advice and time taken in preparing this.”

“To manage these conflicts, our risk advisers follow an advice process that ensures our recommendations are made on the basis of your risk and financial goals and/or circumstances. All our risk advisers undergo training about how to manage conflicts of interest. We undertake compliance audits of our risk advisers and annually audit our conflict-of-interest compliance framework.”

“If you are not fully satisfied with the services provided by Donaldson Brown, please contact your financial adviser or Donaldson Brown directly. Donaldson Brown's complaints officer will formally acknowledge your complaint in writing and will endeavour to resolve your complaint fairly and in a timely manner.”