Privacy & Disclosure.

Our financial advice disclosure, then how this website handles your information. Skip to the website section.

Disclosure.

Story Financial Group Limited (FSP763571), holds a license issued by the Financial Markets Authority to provide Financial Advice.

Financial Advice Provider Details

Story Financial Group Limited
PO Box 37-283
Halswell 8025

Phone: 027 308 1406
Email: hello@storygroup.co.nz

Nature and Scope of Financial Advice that Story Financial Group Limited and its advisers are able to provide

Story Financial Group provides advice to our clients and potential clients about Life and Health Insurance products, KiwiSaver and Managed Funds.

Our Financial Advisers provide Financial Advice in relation to KiwiSaver, Investment, Retirement Planning, Life Insurance and Health Insurance products.

Story Financial Group will only provide financial advice about products from carefully chosen providers;

For Life Insurance, we work with the following companies – Fidelity Life Company, Partners Life Company, Cigna Life Insurance NZ, Asteron Life NZ and AIA Insurance.

For Health Insurance, we work with three companies – NIB NZ Limited, Accuro Health Insurance, Partners Life Company and Southern Cross Insurance

For KiwiSaver products, we currently work with – Booster Investment Management LTD, Fisher funds, Generate KiwiSaver Fund, ANZ KiwiSaver and AMP KiwiSaver.

For advice on Managed funds and investments we work with Consilium, Booster, ANZ and AMP.

Story Financial Group does not offer advice on Fire and General Insurance but works with a referral partner, S&C Insurance, who can provide you with advice directly. With our clients permission we can pass on information and contact details to S&C Insurance Brokers.

Fees or Expenses

Story Financial Group does not charge a fee directly to the client for Life Insurance, Health Insurance or KiwiSaver Advice. We are paid on a commission basis by the insurer if you go ahead with our recommendations. This Commission ranges from 30% to 240% of the annual premium, then an annual servicing fee will follow between 5% and 30% depending on the provider.

We do not charge any fees, expenses or any other amounts for financial advice given to you.

If you proceed to invest in a Portfolio based on our advice we can charge an Implementation Fee of up to 1% of the total value of the invested sum which is paid by you from the funds invested.

In addition to this we charge an ongoing advice fee of up to 1%pa + GST on the total value of the sum invested. This is calculated on a monthly basis and funds paid from the portfolio cash account.

We may receive an up front commission for transferring a KiwiSaver to us of up to $180, this is dependent on the provider. We are then paid commission of .25% to .75% of your KiwiSaver balance, depending on the provider.

Conflicts of Interest

At all times, Story Financial Group will ensure that the clients best interests are first and foremost when we give advice. If a conflict does exist between the companies interests and the client’s interests, the priority will always be given to the client’s interests. Therefore we will only recommend products suitable to the client regardless of the level of commission we can receive.

For Life and Health Insurance, Story Financial Group and its advisers receive a commission from the insurance companies on whose policies we give advice. If you decide to take out insurance, the insurer will pay Story Financial Group a Commission. The amount of commission is based on the amount of premium and varies depending on which company you begin a policy with.

For KiwiSaver, Story Financial Group will receive a commission if you go ahead with the advice given and open an account with the chosen KiwiSaver provider. The commission is based on your KiwiSaver balance.

For Investments, Story Financial Group will receive a commission if you go ahead with the advice given from the provider chosen. This will be based on the amount invested and the provider.

Sometimes, Story Financial Groups and its advisers will receive rewards from product providers for the overall business we provide to them. This may be in the form of tickets to events, dinners out, hampers or other incentives.

To ensure that our financial advisers prioritise our clients’ interests above their own, we follow an advice process that ensures our recommendations are made on the basis of each client’s circumstances and goals. We maintain a register and keep records of any conflicts of interests and the gifts and incentives we may receive. Story Financial Groups monitors these registers and endeavours to provide additional staff training where deemed necessary. Story Financial Group reviews their compliance programme at least annually.

Privacy & Reliability

Story Financial Group LTD has not been subject to a reliability event. A reliability event is something that might materially influence you in deciding whether to seek advice from me or from Story Financial Groups. As an example, it would include legal proceedings against me, or if I had been discharged from bankruptcy in the last four years.

Confidentiality and use of Personal Information

1. It is understood that any information gathered for this needs analysis and used in any associated advice reports and for insurance applications is personal and I undertake to keep this information confidential and secure.
2. The Privacy Act 2020 gives you the right to request access to and correction of, your personal information.
3. Information provided by you or any authorised agent, will be used by me and any members of my staff for the purpose of providing advice to you, marketing of other services I provide and may also be used by any:
   1. Product or service provider when researching, analysing or implementing any of my recommendations or variations thereof; and
   2. The Financial Markets Authority and/or any other regulatory body as required for audit or legislative purposes, compliance advisers, assessors or by any claims investigators who may need access to such information; and
   3. Other professionals such as solicitors, accountants, finance brokers, financial planners when such services are required to complement this advice and as requested by you.
   4. Prospective and actual purchaser(s) if selling my business.
4. The information will be held by me in my office address detailed in this document and my ‘Important Information ‘About Me’ document and may be in paper format and/or electronic files and / or may be held remotely in secure electronic storage systems.

Duties and information

Story Financial Groups Limited and anyone who gives financial advice on our behalf, have duties under the Financial Markets Conduct Act 2013 relating to the way we give advice.

We are required to:

• Give priority to your interests by taking all reasonable steps to make sure our advice isn’t materially influenced by our own interests
• Exercise care, diligence, and skill in providing you with advice
• Meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure that we have the expertise needed to provide you with advice)
• Meet standards of ethical behaviour, conduct and client care set by. The Code of Professional Conduct for Financial Advice Services (these are designed to make sure we treat you as we should, and give you suitable advice)

The above is only a summary of our duties as a Financial Advice Provider. For more information, please visit the FMA (opens in a new tab).

Disputes and Complaints

If you are not satisfied with our financial advice you can make a complaint by emailing hello@storygroup.co.nz, or by calling 027 308 1406. You can also write to use at PO Box 37-283 , Halswell , 8025

When we receive a complaint, we will consider it following our internal complaints process.

• We will consider your complaint and let you know how we intend to resolve it, we may need to contact you to get further information
• We aim to resolve complaints within 10 working days from when we first receive them. If we cannot achieve this, we will contact you within this time to let you know we need more time to consider your complaint
• We will contact you by phone or email to let you know whether we can resolve your complaint and how we propose to do so

If Story Financial Groups cannot resolve your complaint, or you aren’t satisfied with the way we propose to do so, you can contact the Financial Disputes Resolution Scheme.

Financial Disputes Resolution Scheme provides a free, independent dispute resolution service that may help investigate or resolve your complaint, if we have not been able to resolve your complaint to your satisfaction.

You can contact the Financial Disputes Resolution Scheme by emailing: enquiries@fdrs.co.nz , via telephone on 0508 337337. You can also write to them at Freepost 231075, PO BOX 2272, Wellington.

If you would like further information or to discuss this disclosure, please feel free to contact Story Financial Group directly.

About this website.

This section covers these pages at go.storygroup.co.nz: the booking form, the booking calendar and the tools that measure how the pages are used. We follow the Privacy Act 2020 and its 13 Information Privacy Principles, which cover how we collect, store, use, share and correct personal information.

What we collect

• When you book: your first name, mobile, email, the topic you’d like to chat about, and the time you choose.
• Automatically: your device and browser, the pages you view, the ad or link that brought you here, and whether you play a video or tap our phone number or email. This uses cookies and similar tools from the platforms below.

We use this to get your free call booked, contact you about it, and work out which ads and pages are useful. We don’t sell your information, and you can tell us to stop contacting you at any time.

Platforms we use

Each one handles your information under its own privacy policy. They’re all based in, or store data in, the United States, so your information may be held overseas. We only use providers we reasonably believe protect it to a standard comparable to New Zealand law.

You can block cookies in your browser, opt out of Google Analytics with the Google Analytics opt-out add-on (opens in a new tab), and manage your Facebook and Instagram ad preferences (opens in a new tab). The pages still work.

Keeping and protecting it

If you don’t become a client, we delete your enquiry within 2 years of our last contact, or sooner if you ask. Client records are kept as required for financial advice providers. Google Analytics data is kept for 14 months. We use secure, access-controlled systems and encrypted connections.

Your rights

You can ask to see, correct or delete the information we hold about you by emailing hello@storygroup.co.nz. We’ll respond within 20 working days, and it’s free. If you’re not happy with how we’ve handled your information, please tell us first. You can also complain to the Office of the Privacy Commissioner at privacy.org.nz (opens in a new tab) or on 0800 803 909.

Using these pages

These pages give general information about our free call, not personal financial advice. We give advice only after talking with you about your situation. To the extent the law allows, we’re not liable for decisions made from this general information alone. Nothing here limits your rights under the Consumer Guarantees Act 1993 or the Fair Trading Act 1986. These terms are governed by New Zealand law.

Website section last updated 19 October 2026.