Polson Higgs Wealth Management Limited (FSP 26381), trading as phwealth, holds a full license issued by the Financial Markets Authority to provide financial advice.  Our mission is to always provide clear financial advice.  We strive to continuously refine our service to you, and we welcome your feedback as an opportunity to improve.  We will handle all complaints fairly, promptly, and carefully.  We take your privacy seriously and all complaints are treated with the utmost confidentiality.

If you are not happy with any part of our advice or service, please contact your adviser or Rhodes Donald (Managing Director) on 027 223 8520.

When we receive a complaint, we look to resolve it as quickly as possible following our internal complaints process:

• We will listen carefully to your feedback and comments and make sure we understand what you are telling us.
• We will review your complaint and discuss with you how you would like it to be resolved and obtain any additional information if needed.
• We aim to resolve complaints quickly and we will let you know by phone or email whether we can resolve your complaint and how we propose to do so.
• If we can’t resolve your complaint within two working days, we will contact you within that time to let you know we need more time to consider your complaint. We will indicate to you how long the resolution of your complaint is expected to take.
• If we can’t resolve your complaint, or you aren’t satisfied with the way we propose to resolve it, you can contact our external disputes resolution scheme - Insurance & Financial Services Ombudsman Scheme Inc.  (IFSO).  We use IFSO to deal with complex complaints and further assist you if you need.  There is no cost to using this service.
  You can contact IFSO by emailing info@ifso.nz or by calling 0800 888 202.
  You can also write to them at PO Box 10845, Wellington 6143.