kōura Wealth Limited (FSP657491, trading as kōura) holds a licence issued by the Financial Markets Authority (FMA) to provide financial advice.
kōura Wealth Limited will provide you with a personalised recommendation on the best portfolio of kōura funds for your KiwiSaver.
Our recommendation is based on our assessment of your risk profile from the limited information you provide to us at the time you complete the advice process. This may mean that your ‘Recommended Risk Profile’ could be too conservative or too risky for you. We recommend you review the full range of potential outcomes presented to you to ensure that you are comfortable with that range.
kōura's advice is limited to your KiwiSaver investment choices and is not retirement advice. This advice only takes into consideration the information that you have provided and does not take into account your broader financial situation (e.g., non-KiwiSaver assets, financial obligations or other income). If you require broader financial advice or would like to consider funds outside of the kōura offering, you will need to talk to a financial adviser.
We do not charge you for any advice you have to receive through the use of the kōura Digital Advice tool. However, you will be charged if you choose to invest in a kōura KiwiSaver fund. Additional information on the fees charged is available in the kōura KiwiSaver Scheme Product Disclosure Statement.
If you have a problem, concern, or complaint about any part of the financial advice you have received from us, you may contact in any of the following ways:
Complaints Officer
kōura Wealth Limited
PO Box 4349, Shortland Street
Auckland 1140
When we receive a complaint, we respond to it by following our internal complaints process:
If our internal complaints process does not resolve your complaint to your satisfaction, you can contact our independent dispute resolution scheme who may help investigate or resolve the complaint. This service is completely external to kōura and free of charge.
We are a member of the Financial Services Complaints Limited’s dispute resolution scheme. You can contact them in any of the following ways:
Financial Services Complaints Limited
PO Box 5967
Wellington 6140
kōura (and anyone who gives financial advice on our behalf) have certain duties under the Financial Markets Conduct Act 2013 that we must fulfil when 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.
The Professional Conduct for Financial Advice Services can be read here
kōura Wealth Limited (FSP657491, trading as kōura) is the Licensed Financial Advice Provider.
You can contact us at:
kōura Wealth Limited
PO Box 4349, Shortland Street
Auckland 1140