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Disclosure Statement

Disclosure Statement

Licensing Information

Adla Ltd is a New Zealand Financial Advice Provider and operates under a Class 2 Financial Advice Provider (FAP) licence issued by the Financial Markets Authority (FMA).
You’ll be able to find us on the Financial Service Providers Register (FSPR):
https://fsp-register.companiesoffice.govt.nz
FSP Number: 1009832


Nature and Scope of Our Advice

Adla provides advice exclusively on KiwiSaver. This includes guidance on:

  • Fund type and provider selection
  • Contribution levels
  • Risk profiles
  • Whether to switch KiwiSaver providers or stay where you are

We currently work with the following KiwiSaver providers:

  • Milford
  • Generate
  • Booster
  • Pathfinder

Fees and Commissions

Adla does not charge clients any fees directly for KiwiSaver advice. We are paid by product providers through either commission or trail-based remuneration, depending on the provider. We will always tell you what we are paid as part of your Statement of Advice (SOA).

Conflicts of Interest and Incentives

We do not have any volume agreements, preferred provider arrangements, or incentives that would influence our advice to you. We are committed to acting in your best interests at all times. To manage any potential conflicts we follow a documented advice process that ensures advice is based on your goals and needs, we do not receive any volume-based bonuses and all advisers undergo training on conflicts of interest and ethical conduct.


Complaints Process

If you’re not happy with our service, we want to fix it. Here's how to make a complaint:

Step 1: Contact us directly

You can email: jacob@adla.co.nz
Or call: 022 454 7820

We’ll acknowledge your complaint within 2 working days and aim to resolve it within 10 working days. If it takes longer, we’ll keep you updated.

Step 2: If you’re still not satisfied

You can contact our external dispute resolution service:
Financial Ombudsman Service FSCL

Phone: 0800 347 257

Email: complaints@fscl.org.nz

Website: www.fscl.org.nz

This service is free and independent.


Your Rights and Our Duties

Under the Financial Markets Conduct Act, Adla and its advisers have legal duties to:

  • Prioritise your interests when giving advice
  • Act with care, diligence, and skill
  • Meet the competence, knowledge and skill standards set by the Code of Professional Conduct
  • Comply with the ethical standards and client care requirements in the Code

You can learn more at https://www.fma.govt.nz


Professional Indemnity and Client Funds

Adla Ltd holds Professional Indemnity Insurance to protect clients in the event of professional error.

We do not operate a trust account or hold client money. All KiwiSaver transactions are processed directly between clients and the product providers.
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Contact Us

Business Name: Adla Ltd
Email: jacob@adla.co.nz

Phone: 022 454 7820
Website: adla.co.nz
FSP Number: 1009832

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