Welcome to moneyfit.me
Financial Advice Provider
MoneyFit is part of AdviceFirst Limited, who are licensed by the Financial Markets Authority to provide financial advice services. The AdviceFirst licence number is FSP23242 and financial advice is offered under two distinct ‘brands’:
- AdviceFirst provides financial advice on Wealth, Insurance and KiwiSaver products through a team of dedicated advisers.
- me provides specialised investment planning services provided through a team of dedicated coaches
MoneyFit is not intended to be a financial adviser service. The information, tools, and resources provided through MoneyFit are for general informational purposes only and are not intended to constitute financial advice.
If you require financial advice that considers your personal financial situation, goals, or needs, we recommend consulting directly with one of our financial advisers (via enable.me or AdviceFirst).
More information about the financial adviser services we can provide, including the scope of advice we can offer, the fees you may pay and the duties that apply, can be found here and here.
Internal Complaints Process
If you have a problem, concern, or complaint about any part of a service we give you, please contact your adviser directly so they can try to fix it.
You can also let us know about any complaints you may have by:
- email: complaints@advicefirst.co.nz
- post: PO Box 10550, Wellington, 6143
- phone: 0800 438 238.
More information about our complaints process can be found here.