Accelerate Consulting Ltd.(FSP48022) is a member of the Wealthpoint Adviser Network. Wealthpoint is a co-operative owned by a network of more than 50 financial services advisory businesses, operating from more than 70 locations across New Zealand. Accelerate advisers are engaged directly by Wealthpoint Ltd. who holds a transitional advice provider licence. For more information please click on following link Wealthpoint.
Being part of Wealthpoint gives Accelerate the ability to offer a wide range of insurance and investment products from a strong group of providers.
Many people treat their finances like they would their fitness. They would like to spend more time working on it and they often feel good when they set goals and achieve them. However, a lot of us are held back by a lack of ease of accessibility, not getting the right information and support and not being given the confidence to set and achieve goals.
At Accelerate we believe financial health is important. Our goal at Accelerate is to take down the barriers and help get you and your family “Financially Fit” and maybe even healthier along the way. We do this by delivering in 4 core areas.
We know your life is busy and we want to help you to focus on what is important to you. We will look after your insurance and investments, recommend the right cover and work with you to manage the plan
Our Advisers have all been Advisers for over 10 years and have been running businesses for longer than this so we understand the pressures of business ownership and have the qualifications and experience to confidently recommend insurance and investment solutions that will help you take control of your future.
Accelerate are a small team and we pride ourselves on knowing our clients and all being able to help. You can email us, call us, text us, video chat and we would love you to come in and see us. We have a great team who are always available and happy to work with you in your time frame and through your preferred communication method
At Accelerate want you to succeed in your business and life. We have the expertise, product range and to confidently look after your insurance and investments so you can do what you do best.
Products we can Advise on
Product Providers we may recommend are limited to those approved by Wealthpoint as follows
We may charge a fee for our services.
The actual fee charged to you will depend on the nature and scope of the advice or service we provide. We will discuss and agree the actual fees with you before we proceed and explain how they are payable.
Any other costs incurred in the process of providing our advice to you may be charged to you also. We will advise and agree these costs with you prior to you incurring them. These may for example arise from incidentals such as travel costs and photocopying etc.
We are here for our clients and to advise you as best we can. Your interests are our priority although we do have business relationships with product providers also. From time to time our product providers assist us with funding so we can bring our advisers together for conferences and professional development training. We also receive remuneration from some product providers such as commissions, and asset under management fees.
We manage these conflicts of interest by ensuring that we prioritise your interests above our own. The advice we provide is based on understanding your goals and circumstances and providing recommendations which are based on research.From time to time, Product Providers may also reward us for business we provide to them. For example,they may give us tickets to events, hampers, or other incentives. I have a Register of Conflict which allows me to actively manage any conflicts which arise.
If you have a problem, concern, or complaint about any part of our service, please tell our internal complaints scheme so that our internal complaints scheme can try to fix the problem.
You may contact the internal complaints scheme by:
|Contact Name||Jared Fenwick or Scott Campbell|
|Address:||P.O. Box317012 Hobsonville Auckland 0664|
|Telephone number:||09 524 0450|
|Email address:||[email protected]|
We would welcome the opportunity to rectify any concerns that you might have, but please be advised that you may contact the above if you feel in any way that I have let you down.
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 Insurance & Savings Ombudsman. This service will cost you nothing, and will help us resolve any disagreements.
You can contact the Insurance & Savings Ombudsman at –
Address: 7th Floor, BDO House,
99-105 Customhouse Quay,
PO Box 10845,
Telephone number: 04 499 7612
Email address: [email protected]
Our Advisers are bound by the duties of the Financial Markets Conduct Act to :
In addition Wealthpoint requires that our Advisers meet the standards of competence outlined in the Wealthpoint Professional Standards Manual
‘Accelerate has looked after our family insurance needs since 1997. It is no exaggeration to state that throughout this time they have always put our needs first, and ensure our premiums are relevant, current and competitive. At no time have they advised us to purchase a product we neither needed nor could afford.”
As ‘empty nesters’ heading toward retirement, we’re spending more time on the golf course and travelling. The Accelerate team have the right mixture of experience and knowledge to advice wisely on investment strategy to ensure we keep building wealth so we can enjoy the future. Thanks team.
We have always found Jared at Accelerate to be very honest and impartial with his advice and guidance. He has given us excellent service and has made us incredible savings over the many years we have used him. We wouldn’t hesitate to recommend Jared and Accelerate to anyone in need of sound financial advice.
Accelerate have been a great business partner as they understand the challenges of running a business. They are always accessible and pro-actively review my insurance needs allowing me to take that job off my “to do list”. I would highly recommend Scott and the Accelerate team. Chris Wilson, Best Property Services