Disclosure
Warren Borlase Insurance & Financial Planning Limited is a Licensed Financial Advice Provider issued by the FMA to provide financial advice services. Financial Services Provider Number – 711511.
Our office contact details 155A Trafalgar Street, Nelson 7010
Phone: 035482339
Email: warren@warrenborlase.co.nz
Website: www.warrenborlase.co.nz
NATURE & SCOPE OF FINANCIAL SERVICE
| Our Services | |
|---|---|
| Investment strategies (strategic asset allocation and investing) | |
| KiwiSaver investment strategies and retirement planning | |
| Personal insurance | |
| Products we can advise on | |
| KiwiSaver | |
| Personal and group Insurance (life cover, disability, income protection and trauma) | |
| Life investment products including whole of life, endowment. | |
| Personal risk (insurance) management | |
| Fire and general insurance | |
| Retirement planning | |
| Product providers we may recommend | |
| Resolution Life | |
| AMP Wealth Management New Zealand Limited | |
| AIA New Zealand Limited | |
| Asteron Life Limited | |
| Fidelity Life | |
| Southern Cross Medical Care Society | |
| Accuro Health Insurance | |
| Union Medical Benefits Society Limited | |
| Retirement Income Group Limited | |
| NIB | |
Conflicts of Interest- Shareholder Retirement Income Group LimitedOUR FEES
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:
The fees charged for our advice and services may be based on a combination of: A set dollar amount; or a percentage - based fee. Our agreed advice and service fees may include charges for:
Initial advice ongoing or annual advice and services.
For services in relation to insurance and some investment products. Commissions may be paid by the product provider as follows:
Resolution Life
AMP Wealth Management New Zealand Limited
AIA New Zealand Limited
Asteron Life Limited
Fidelity Life
Southern Cross Medical Care Society
Accuro Health Insurance
Union Medical Benefits Society Limited
Retirement Income Group Limited
NIB