Nicola Jones Financial Services Limited FSP711491 (trading as Nicola Jones Insurance) holds a licence issued by the Financial Markets Authority (FMA) to provide financial advice.
Address: 156A Lake Road, Belmont, Auckland 0622
Phone: (09) 488-7480
Nicola Jones Insurance provides advice to our clients about their life, disability and health insurances. We also provide advice regarding: KiwiSaver – investment strategies for first home and retirement planning; Life investment products including whole of life, endowment and bonds; Managed funds
We are able to provide financial advice from the following product providers:
Health Insurance Providers
Nicola Jones Insurance 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:
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.
The Code of Conduct standards can be read here: https://www.fma.govt.nz/assets/assets/code-of- professional-conduct-for-financial-advice-services.pdf.
Nicola Jones Insurance will or may receive remuneration from the following sources:
This is the commission payable to Nicola Jones Insurance by the product provider when a client initially effects an insurance policy (or increases the amount of insurance cover) with that product provider. The commission paid is a percentage of the annual premium paid by the client.
This is the commission payable to Nicola Jones Insurance by the product provider when a client renews an insurance policy with that product provider each year. The commission paid is a percentage of the annual premium paid by the client.
As we receive commissions by the insurance companies, we do not charge any additional fees.
We are here for our clients and to advise you the best we can. Your interests are our main priority however there may be perceived conflicts of interest due to our contractual relationships with product providers.
If you have a problem, concern, or complaint about any part of my service, please let me know as soon as possible and we can start our internal complaints process.
You may contact us using any of the following means: in writing, by telephone or by email. Here are our contact details:
Nicola Jones Insurance
Attn: The Complaints Officer
156A Lake Road, Belmont, Auckland 0622
When we receive a complaint, we will consider it following our internal complaints process:
If our internal complaints process does not resolve your complaint to your satisfaction, you can contact our external independent dispute resolution scheme. This service is free and may help investigate or resolve the complaint.
We are a member of the IFSO’s approved dispute resolution scheme. You can contact the IFSO at:
Insurance & Financial Services Ombudsman
PO BOX 10-845, Wellington 6143
0800 888 202