Lodge a Complaint

What you should do if you have a problem, concern or complaint

If you have a problem, concern or complaint about any part of our service, please tell us so we can try and resolve the issue.

In the first instance, please contact your adviser directly. If you are not completely satisfied with their response, complaints may also be made via:

• Email: adviser@investly.co.nz
• Post: 50/3 Pacific Rise, Mount Wellington, Auckland 1060

If we cannot resolve it

If we cannot agree on how to fix the issue, or you decide not to use our internal complaints scheme, you can contact the independent body that manages disputes for our industry. Their service is free to you and independent of us.

You can also contact the FMA

The Financial Markets Authority takes reports about the conduct of financial advice providers at fma.govt.nz.