Blissett Wealth Management Limited (FSP775072), is a Financial Advice Provider (FAP) licensed and regulated by the Financial Markets Authority to provide financial advice.

We trade as Blissett Wealth and Blissett Wealth Management

Our contact details are

Blissett Wealth Management Limited
Unit 2
5 Orbit Drive
Rosedale
Auckland 0757

Blissett Wealth Management Limited
P.O.Box 305 212
Triton Plaza
Rosedale
Auckland 0632

Phone 09 477 3081
Mobile 022 492 8367
Email marc@blissettwealth.com

Blissett Wealth services include

• Short term savings
• Cash and Debt Management and Budgeting
• Investment solutions
• Financial Projections and retirement planning
• Investment property evaluation and analysis

We provide financial advice regarding

• KiwiSaver
• Managed Funds
• Bespoke portfolio’s
• UK Pension Transfers.

Our adviser on behalf of Blissett Wealth Management Limited will charge a fee for the financial advice that is provided to you. The fee charged will depend on the nature of the financial advice and service that we provide.

We may charge a service fee that will cover all aspects of ongoing advice. This fee can range from 0.20% to 0.70% of the total portfolio value, depending on the recommended solution. This will be agreed with you upfront and documented in a service agreement.

We may charge a fee for preparing a statement of advice. This will be determined after an initial meeting and agreed with you prior to starting any work.

The exact fees we will charge will be confirmed at the time the advice is provided.

If you wish to pay a fee based on time and cost, we can arrange this. We will provide an estimate before we start any billable work and after the scope of our engagement is agreed. We will also let you know if it will be cheaper for our costs to be covered by a percentage-based fee.

All of our fees are payable within seven days of the date you receive the Invoice.

Blissett Wealth Management does not have preferential terms with any product provider, and we are not incentivised to recommend or advise on any particular product. We are not required to place any predetermined level of business with any supplier. Therefore, we do not have any incentive to recommend any particular provider.

To ensure our advisers prioritise our clients’ interests above our own,

• We follow an advice process that ensures our recommendations are made appropriately, based on clients’ goals and circumstances.
• We undergo annual training about how to manage conflicts of interest.
• We maintain registers of conflicts of interests and the gifts and incentives we receive. These registers are monitored regularly, and additional training is provided as required. We do not accept any incentives to recommend any product over any other.
• We undertake an annual independent Compliance Assurance Review

Our Director is a member of Financial Advice NZ and holds the Certified Financial Planner mark. He is also a Chartered Accountant and Certified Practicing Accountant and, as a result, has to abide by the code of ethics of those organisations and their policies on Conflicts of Interest.

You are also welcome to contact our Complaints Manager

Greta Proctor
Phone 022 492 8367
Address Blissett Wealth, PO Box 305212, Triton Plaza, Auckland

When we receive a complaint:

• We will consider your complaint and let you know how we intend to resolve it. Where possible, we will try to resolve your complaint immediately.
• If we cannot resolve your complaint immediately, we will acknowledge your complaint within two business days. We may contact you to get further information about your complaint.
• We aim to resolve complaints within ten working days of receiving them. If we need more time to investigate your complaint, we will let you know when you can expect to receive a response to your complaint.
• We will contact you by phone, email or letter to let you know whether we can resolve your complaint and how we propose to do so.

If we cannot agree on how to fix the issue, or if you decide not to use our internal complaints process, you can contact our external disputes resolution scheme, the Insurance and Financial Services Ombudsman Scheme. IFSO provides a free and independent dispute resolution service that may help resolve your complaint if we haven’t been able to do so to your satisfaction.

To contact IFSO:
Call: 0800 888 202
Email: info@ifso.nz
Write to: IFSO Scheme, PO Box 20 845, Wellington 6143

Blissett Wealth Management Limited and our advisers have duties under the Financial Markets Conduct Act 2013 relating to the way that we give advice.

We are bound by the duties of the Financial Markets Conduct Act (431I, 431k,431L and 431M).

We are required to:

• give priority to your interests;
• exercise care, diligence, and skill;
• meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services
• meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services.

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 www.fma.govt.nz.

You can find a pdf version of this document here: Website Content Disclosure.pdf