Complaints + Dispute
Resolution

WealthHealth brokers are committed to providing professional financial advice and excellent client service.

If you are dissatisfied with any aspect of our service or the advice we have provided, we encourage you to let us know - so we can work with you to resolve the matter promptly, fairly and respectfully.

The Process:

Step 1: Contact WealthHealth

If you have a complaint, please contact us as soon as possible.

Craig Coupland
WealthHealth Limited

Phone: 027 667 2537

Email: goodpeople@wealthhealth.co.nz

You can raise your complaint in person, by telephone, by email or in writing. You do not need to use a particular form, although we have a Feedback and Complaint Form available if you would find it helpful.

We will acknowledge receipt of your complaint as soon as practicable, generally within one to three working days.

Step 2 – We Will Investigate

We take every complaint seriously.

We will:

• listen to your concerns;
• investigate the matter fairly and objectively;
• keep you informed of our progress where appropriate; and
• work with you to achieve a fair and reasonable outcome.

Where sufficient information is available, we aim to resolve most complaints within 10 working days. More complex matters may require additional investigation. If this occurs, we will keep you informed of our progress and expected timeframes. These timeframes are consistent with WealthHealth's internal complaints handling process.

Step 3 – Independent Dispute Resolution

If we are unable to resolve your complaint to your satisfaction, you may refer it to our independent external dispute resolution scheme.

Financial Dispute Resolution Service (FDRS)

Freephone (New Zealand): 0800 337 337

From Overseas:‍ ‍+64 4 910 9952

Email:‍ ‍enquiries@fdrs.org.nz

Website: www.fdrs.org.nz

FDRS is an independent dispute resolution service approved by the New Zealand Government.

There is no cost to you for referring an unresolved complaint to FDRS.

Feedback

We welcome feedback from our clients, whether positive or constructive.

Your feedback helps us continually improve our services and the advice we provide.

If you would like to provide feedback or lodge a complaint using our Feedback and Complaint Form, please contact us and we will be happy to provide a copy.

Thank you for giving WealthHealth the opportunity to address your concerns.