Contact Us

How can we help you today?

Get in touch

Speak with an expert, we will be happy to hear from you.

Over the phone or online

Phone 09 373 0700
Facsimile 09 373 0706

Success! Message received.

Or come see us

Street Address Level 3, 60-64 Upper Queen Street, Eden Terrace, Auckland 1010
Postal Address PO Box 8307, Symonds Street, Auckland 1150

What should you do if something goes wrong?

If you have a problem, concern, or complaint about any part of our service, please tell us so that we can try to fix the problem.  Please contact your Adviser initially - if you are not satisfied with their response, complaints may also be made via our Manager, Liz Turnwald, email:

If we cannot agree on how to fix the issue, or if you decide not to use the internal complaints scheme, you can contact the following Disputes Resolution Provider:

Montage Financial Planning Ltd - Insurance & Financial Services Ombudsman (IFSO) Scheme  email:  phone: 0800 888 202.

Montage General Insurance Ltd - Financial Services Complaints Ltd (FSCL)  email:   phone: 0800 347 257.