Important Information

Kelly Watt & Associates holds a Financial Advice Provider license and has obligations to the FMA to operate high standards of compliance and oversight for our adviser network. Find out more information around how we engage our advisers and ensure they operate in a way that protects your interests.

  • Scope of Service

    Our advisers are engaged by Wealthpoint to provide financial advice on four main product areas.

  • Managing Conflicts

    How our advisers are paid and ensure they always put their clients’ interests first.

  • Complaints

    If things go wrong and you’re not happy with our service, how to make a complaint.

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