The Loanary Limited is a Licensed Financial Advice Provider approved by the FMA to provide Financial Advice services.
Financial Services Provider (FSP) number is FSP1000973.
FSP Name
THE LOANARY LIMITED
NZBN
9429048975353
Trading As The Loanary
FSP Registration Date
27-Oct-2021
The Loanary Limited (FSP1000973 ) is an Authorised Body under full licence with NZ FINANCIAL SERVICES GROUP LIMITED (FSP286965) (NZBN: 9429030335615)
Email: info@theloanary.co.nz
Phone: 0800 782 555
Address: Suite 4, Floor 1, 72 Dominion Road, Mount Eden, Auckland 1024.
Web: www.theloanary.co.nz
Lending:
Generally, The Loanary doesn't charge fees or expenses of any kind for the financial advice provided to our clients. This is possible because on settlement of a loan we usually receive commission from the lender or provider. However, there are exceptions (explained below) and your adviser will let you know if any of these will apply to you.
Where other costs are incurred in the process of providing our advice and services to you, you will be liable for these costs. However, we will agree all additional costs in writing with you prior to incurring them.
We're here for our clients and to advise you as best we can. Your interests remain our priority although we do have business relationships with product providers also.
The Loanary and our financial advisers receive commissions from the lenders we recommend to you.
Ongoing Trail Commission: a percentage of the value of the outstanding loan amount, usually calculated at the end of each month in which you hold the loan.
To ensure that our Financial Advisers prioritise your interests above their own, we operate a framework of policies and follow the 6-Step Advice Process that ensures our recommendations are made based on your goals and circumstances.
Our Financial Advisers undergo regular audit reviews and receive training.
We put you the customer and your needs first. We will understand what your wants and needs are. Furthermore, we will describe our services we offer, and what we can’t offer.
As a minimum, we will provide you with:
This step is achieved using the Fact Find and having a discussion with you. We will gather documents from you that the lender will require to assess a loan application such as bank statements and pay slips.
At this step of the advice process, our Financial Adviser uses their combined knowledge, skill and experience to come up with a recommendation. This should be tailored for your specific needs.
We will endeavour to get your loan submitted and as soon as possible provide you with the confidence and comfort to move forward.
The lender should have all the information required to make a decision on your loan. We will produce a Game Plan for you.
We will be your ongoing contact and help you when your needs require it.
What should you do if something goes wrong? If you have a problem, concern, or complaint about any part of our services, please tell us, so we can try to fix the problem.
You're also welcome to contact our internal disputes service by:
If we can't agree on how to resolve the issue, you can contact Financial Services Complaints Ltd. This service will cost you nothing and will help resolve any disagreement. You can contact FSCL (Financial Services Complaints Ltd) by emailing info@fscl.org.nz, on 0800 347 257 or in writing to Financial Services Complaints Ltd, PO Box 5967, Lambton Quay, Wellington, 6145.
We are bound by the duties of the Financial Markets Conduct Act to meet the standards of competence, knowledge and skill as set out in the Code of Conduct for Financial Advice Providers. We give priority to our clients’ interest and we exercise care, diligence and skill. We meet the standards of ethical behaviour, conduct and client care as set out in the Code of Conduct.
The Loanary Limited is a Licensed Financial Advice Provider approved by the FMA to provide Financial Advice services.
Financial Services Provider (FSP) number is FSP1000973.
FSP Name
THE LOANARY LIMITED
NZBN
9429048975353
Trading As The Loanary
FSP Registration Date
27-Oct-2021
The Loanary Limited (FSP1000973 ) is an Authorised Body under full licence with NZ FINANCIAL SERVICES GROUP LIMITED (FSP286965) (NZBN: 9429030335615)
Email: info@theloanary.co.nz
Phone: 0800 782 555
Address: Suite 4, Floor 1, 72 Dominion Road,Mount Eden, Auckland 1024.
Web: www.theloanary.co.nz
Lending:
Generally, The Loanary doesn't charge fees or expenses of any kind for the financial advice provided to our clients. This is possible because on settlement of a loan we usually receive commission from the lender or provider. However, there are exceptions (explained below) and your adviser will let you know if any of these will apply to you.
Where other costs are incurred in the process of providing our advice and services to you, you will be liable for these costs. However, we will agree all additional costs in writing with you prior to incurring them.
We're here for our clients and to advise you as best we can. Your interests remain our priority although we do have business relationships with product providers also.
The Loanary and our financial advisers receive commissions from the lenders we recommend to you.
Ongoing Trail Commission: a percentage of the value of the outstanding loan amount, usually calculated at the end of each month in which you hold the loan.
To ensure that our Financial Advisers prioritise your interests above their own, we operate a framework of policies and follow the 6-Step Advice Process that ensures our recommendations are made based on your goals and circumstances.
Our Financial Advisers undergo regular audit reviews and receive training.
We put you the customer and your needs first. We will understand what your wants and needs are. Furthermore, we will describe our services we offer, and what we can’t offer.
As a minimum, we will provide you with:
This step is achieved using the Fact Find and having a discussion with you. We will gather documents from you that the lender will require to assess a loan application such as bank statements and pay slips.
At this step of the advice process, our Financial Adviser uses their combined knowledge, skill and experience to come up with a recommendation. This should be tailored for your specific needs.
We will endeavour to get your loan submitted and as soon as possible provide you with the confidence and comfort to move forward.
The lender should have all the information required to make a decision on your loan. We will produce a Game Plan for you.
We will be your ongoing contact and help you when your needs require it.
What should you do if something goes wrong? If you have a problem, concern, or complaint about any part of our services, please tell us, so we can try to fix the problem.
You're also welcome to contact our internal disputes service by:
If we can't agree on how to resolve the issue, you can contact Financial Services Complaints Ltd. This service will cost you nothing and will help resolve any disagreement. You can contact FSCL (Financial Services Complaints Ltd) by emailing info@fscl.org.nz, on 0800 347 257 or in writing to Financial Services Complaints Ltd, PO Box 5967, Lambton Quay, Wellington, 6145.
We are bound by the duties of the Financial Markets Conduct Act to meet the standards of competence, knowledge and skill as set out in the Code of Conduct for Financial Advice Providers. We give priority to our clients’ interest and we exercise care, diligence and skill. We meet the standards of ethical behaviour, conduct and client care as set out in the Code of Conduct.
