Complaints

JMI Wealth Limited (JMI) is committed to providing a great service for our clients. However, there may be occasions where we don’t meet your expectations. If you are not satisfied with a product or service that we have provided, we would like to hear from you, please contact us at: 

Below is a summary of our complaints process:

• You send us your complaint along with any supporting evidence.
• We will acknowledge receipt of your complaint and log it. 
• If we cannot resolve your complaint immediately, we will work with you to investigate further and determine next steps.
• We will aim to resolve your complaint within 5 business days.
• We will notify you in writing of the outcome of the investigation.

JMI is a member of an independent Dispute Resolution Service (DRS), the Insurance & Financial Services Ombudsman Scheme, an approved DRS for the purposes of the Financial Service Providers (Registration and Dispute Resolution) Act 2008.

If you are not satisfied with the response received from JMI, you may refer the matter (free of charge), directly to the DRS by visiting www.ifso.nz or calling 0800 888 202. Alternatively, you can email [email protected].