Important Information

At Financial Advice Hawke’s Bay we pride ourselves on providing expert professional investment and retirement planning advice. We do this with honesty and transparency.

Any personal information that you provide to Financial Advice Hawke’s Bay Ltd is stored securely and is to ensure a quality service from Financial Advice Hawke’s Bay Ltd, and to enable Financial Advice Hawke’s Bay Ltd and its advisers to offer you further services. At no time will your personal information be disclosed outside of Financial Advice Hawke’s Bay Ltd without your prior approval. Under the Privacy Act 2020 you can access any personal information held by Financial Advice Hawke’s Bay Ltd about you, and correct any information that may be incorrect.

We aim to behave in a way that does not cause complaints. However, we have a complaints policy and internal complaints process to ensure the efficient and effective handling of client complaints. We want to demonstrate our commitment to providing and improving a high quality service to our clients. We see complaints as an important part of our client feedback and business improvement process.

If you have any questions about Financial Advice Hawke’s Bay Ltd public disclosure document or how we may collect, use or store your personal information please contact us.

 

Disclosure

View Disclosure

Complaints Policy

View Policy

Privacy Policy

View Policy