Ark Financial Group Ltd (FSP749952, trading as Ark Financial Group) holds a license issued by the Financial Markets Authority to provide financial advice.
Advisers:
Stephen Wescombe FSP99764 / Nadi McIntyre FSP766971
Ark Financial Group provides advice to our clients in relation to their personal and business risk insurances, investment advice, retirement planning and financial coaching.
Ark Financial Group has Distribution Agreements in place for implementation of personal and business risk insurance with the following Insurers: Fidelity Life, Accuro Health, AIA, AMP, Asteron, Cigna, NIB, Partners Life and Southern Cross.
Ark Financial Group has Distribution Agreements in place for investment implementation with the following Providers: ANZ Investments, AMP, Booster, Fisher Funds, Milford, OneAnswer Portfolio Services (which includes advice on a wide range of New Zealand and Australian Managed funds).
OneAnswer Portfolio Services
For investment implementation and monitoring Ark Financial Group will charge a fee for the financial advice provided to a client. This fee will be calculated on the following basis:
When | Description | How paid | Amount |
---|---|---|---|
Ongoing (monthly) | Service fee. For ongoing advice and monitoring of the financial plan. | Paid by you, but deducted from your OneAnswer portfolio monthly and paid to your adviser | Calculated as a percentage on a sliding scale based on sum invested. |
Financial Coaching
Ark Financial Group will charge a fee for the financial advice provided to a client using the Optimiser Coaching Programme. This fee will be calculated on the following basis:
Annual fee: $1200.00 or
Monthly fee: $100 per month for 12 months
https://www.arkfg.co.nz/the-optimiser-programme/
Your advisers at Ark Financial Group may charge a fee for other financial advice, implementation and ongoing monitoring. Whether a fee will be charged will be advised before the work is performed.
Our financial advisers at Ark Financial Group receive commissions from the providers on whose products we give financial advice (the insurers, investment and KiwiSaver providers). If you decide to take out insurance or take our KiwiSaver advice, the provider will pay a commission to your financial adviser at Ark Financial Group. For Kiwisaver, the amount of commission is based on the amount of the premium or the KiwiSaver balance.
Ark Financial Group and your adviser receive commissions from MySolution (a mentor and training group) and Rothbury Insurance Brokers Ltd for referred business placed.
From time to time, product providers may also reward your adviser for the overall business provided to them. They may offer tickets to sports events, hampers, or other incentives.
To ensure that our financial advisers prioritise the client’s interests above their own, we follow an advice process that ensures our recommendations are made on the basis of the client’s goals and circumstances. Our advisers subscribe to Research companies: MorningStar and Quote Monster allowing our advisers to recommend the best fit for you as the client.
If you are not satisfied with our financial advice service you can make a complaint by emailing admin@arkfg.co.nz, or by calling: 03 360 2001. You can also write to us at: PO Box 20335, Bishopdale, Christchurch 8543.
When we receive a complaint, we will consider it following our internal complaints process:
If we cannot resolve your complaint, or you aren’t satisfied with the way we propose to do so, you can contact Financial Disputes Resolution Scheme.
Financial Disputes Resolution Scheme provides a free, independent dispute resolution service that may help investigate or resolve your complaint, if we haven’t been able to resolve your complaint to your satisfaction.
You can contact Financial Disputes Resolution Scheme by email or by post
Freepost 231075
PO Box 2272
Wellington 6140
0508 337 337
enquiries@fdrs.org.nz
https://fdrs.org.nz/
Ark Financial Group, and anyone who gives financial advice on our behalf, have duties under the Financial Markets Conduct Act 2013 relating to the way that we give advice.
We are required to:
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 https://www.fma.govt.nz.
Downloads
Pounamu Financial Services Ltd (FSP749971, trading as Ark Financial Group) holds a license issued by the Financial Markets Authority to provide financial advice.
Adviser: Steven Sequeira FSP108804
Ark Financial Group provides advice to our clients about their personal and business insurance, Kiwisaver and Managed funds.
Ark Financial Group has Agency Agreements with:
Your adviser at Ark Financial Group may charge a fee for financial advice, implementation and ongoing monitoring. Whether a fee will be charged will be advised before the work is performed.
Our financial advisers at Ark Financial Group receive commissions from the providers on whose products we give financial advice (the insurers, investment and KiwiSaver providers). If you decide to take out insurance or take our KiwiSaver advice, the provider will pay a commission to Ark Financial Group and to your financial adviser. The amount of commission is based on the amount of the premium or the KiwiSaver balance.
Ark Financial Group and your adviser receive commissions from MySolution (a mentor and training group) and Rothbury Insurance Brokers Ltd for business placed.
From time to time, product providers may also reward your adviser for the overall business provided to them. They may offer tickets to sports events, hampers, or other incentives.
To ensure that our financial advisers prioritise the client’s interests above their own, we follow an advice process that ensures our recommendations are made on the basis of the client’s goals and circumstances. Our advisers subscribes to Research company – Quote Monster allowing our advisers to recommend the best fit for you as the client.
If you are not satisfied with our financial advice service you can make a complaint by emailing admin@arkfg.co.nz, or by calling: 03 360 2001. You can also write to us at: PO Box 20335, Bishopdale, Christchurch 8543.
When we receive a complaint, we will consider it following our internal complaints process:
If we cannot resolve your complaint, or you aren’t satisfied with the way we propose to do so, you can contact the Insurance and Financial Services Ombudsman Scheme (IFSO)
IFSO provides a free, independent dispute resolution service that may help investigate or resolve your complaint, if we haven’t been able to resolve your complaint to your satisfaction.
You can contact IFSO by email or by post:
PO Box 10-845
Wellington, 6143
0800 888 202
infor@ifso.nz
w.ifso.nz
Ark Financial Group, and anyone who gives financial advice on our behalf, have duties under the Financial Markets Conduct Act 2013 relating to the way that we give advice.
We are required to:
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 https://www.fma.govt.nz.
Downloads
Unit 5, Level 1, Parkside Plaza
333 Harewood Road
Bishopdale
Christchurch
8053
PO Box 20335
Bishopdale
Christchurch
8543
Tel: 03 360 2001
Email: admin@arkfg.co.nz