Disclaimer and Disclosure

While all reasonable care is taken in the preparation of the material on this website, to the extent allowed by legislation Findex Group Ltd accept no liability whatsoever for reliance on it. All opinions, conclusions, forecasts or recommendations are reasonably held at the time of compilation but are subject to change without notice. Findex Group Ltd assumes no obligation to update this content after it has been issued. You should seek professional advice before acting on any material.

The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for you and your personal circumstances. Before you make any decisions in relation to a financial product, you should obtain and read the relevant Product Disclosure Statement or information statement. You should seek personal financial advice before acting on any material.

This content is also not intended to constitute legal or taxation advice as it is of a general nature only. If you require financial, legal or taxation advice, we recommend you speak to a qualified adviser.

The title ‘Partner’ conveys that the person is a senior member within their respective division, and is among the group of persons who hold an equity interest (shareholder) in its parent entity, Findex Group Limited. The only professional service offering which is conducted by a partnership is external audit, conducted via the Crowe Australasia external audit division and Unison SMSF Audit. All other professional services offered by Findex Group Limited are conducted by a privately owned organisation and/or its subsidiaries.

© Findex Group Limited 2022. All rights reserved.

Findex NZ Limited is a member of Chartered Accountants Australia and New Zealand (CAANZ). Member number is 2024924.

Services are provided by Findex Group Ltd ABN 40 128 588 714 and its subsidiaries:

Findex Advice Services NZ Limited

Findex NZ Limited

Findex Financial Services NZ Limited


If you have a complaint about the services provided to you, you should speak to your adviser about your concerns in the first instance.

If, after speaking to your adviser, your complaint is not resolved within five (5) business days, please write to:

Findex’s Disputes Manager

PO Box 1608, Mildura, VIC 3502 or;

email [email protected]

If we have not resolved your complaint within 30 days, or the issue has not been resolved to your satisfaction, you can lodge a complaint with the appropriate Regulatory Body listed here:

Telephone us on 0800 347 257 or write to;

FSCL, PO Box 5967, Wellington 6145.

For Complaints about breaches of Privacy, contact the Office of the Privacy Commissioner at;

PO Box 10-094

The Terrace

Wellington, 6143

Phone: 0800 803 909

Email: [email protected]

Website: privacy.org.nz