Have we got your current details?


As a trusted expert in financial matters who’s dedicated to your prosperity, there are many reasons we need to stay in touch with you.

For a start, we need to confirm your PIR rate and update you on the status of your investments.

We also make a point of constantly updating you on new products, opportunities and topics we think you’ll find useful with our regular Money Matters newsletters like this one.

So, if any of your details have changed, please take a moment to let us know. Feel free to email investments@britanniafinancial.co.nz or ring us on 0800 500 811.


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Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. The Product Disclosure Statement for the Britannia Retirement Scheme is available from the scheme’s issuer, Britannia Financial Services Limited, here.

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