Human-reviewed advice
The digital journey prepares information and a starting point. A properly authorised adviser must review suitability and client understanding before controlling any Statement of Advice release.
Trust and disclosure
Clear about what MoneyIQ does—and who decides.
MoneyIQ is being prepared for launch. Personal advice is not available through this public website until the required licence, adviser and disclosure details below are approved and published.
Limited provider panel
MoneyIQ will compare only providers and funds on its approved panel. It will not claim to compare the entire KiwiSaver market. The final panel and conflicts must be disclosed before launch.
Fees and commissions
Fees, commissions and conflicts have not yet been published here. Approved, current disclosure must be shown before a client is invited to rely on the service.
No automatic switching
MoneyIQ may prepare switching documents after adviser approval. It does not automatically submit or initiate a KiwiSaver switch.
Your privacy
Do not provide sensitive or medical information through public pages. The guided application must explain its collection purpose and consent before submission; protected medical information belongs in a separate restricted service.
Complaints
Complaints contacts, the internal process and the approved dispute-resolution scheme must be published here before launch. Until then, the service is not presented as operational.
Legal entity, FAP/licensing status, named advisers, nature and scope, fees, commissions, conflicts, complaints and dispute-resolution details, contact information and approved Privacy Act 2020 wording remain required.