Financial Wellbeing Specialists
DISCLOSURE
WHO IS IMPOWER?
ImPower was founded in March 2016 by Tony Walker. Tony had a desire to work with clients
who appreciated independent, unbiased financial advice.
In June 2020, Jessica Jamieson joined ImPower. Jessica was keen to adopt the ImPower
philosophy and her skills and experience provide a significant boost to ImPower’s resources.
ImPower charges the client a fee for the time spent working for the client. This means that
we must put the client’s best interests first. In this respect, we are very different from many
other financial advisers. We do not receive any remuneration from any financial product or
service providers.
We are truly independent, and give clients unbiased, personalised financial advice that takes
into account what’s important to them, their needs and their goals and objectives. Our aim
is to empower our clients to achieve financial success.
INFORMATION ABOUT IMPOWER
Business information
ImPower is a limited liability company which can be found on the Companies Office register
with a NZBN of 9429042191353.
ImPower is registered on the Financial Service Providers Register with the FSP number
FSP488806.
ImPower can be contacted via the ImPower website, www.impower.nz
ImPower directors and financial wellbeing specialists, Tony Walker and Jessica Jamieson, can
be contacted via the website or via the details provided on page 3 or under their personal
disclosure.
Licence information (licences status and conditions)
ImPower holds a Financial Advice Provider licence. This licence is subject to the
standard conditions as laid down by the Financial Markets Authority and as prescribed in the
Financial Markets Conduct Act.
Nature and scope of financial advice service
ImPower provides fee only financial wellbeing advice. The three principles which underpin
this advice are:
• Independent
• Unbiased
• No products or affiliations
ImPower is able to provide advice on a wide range of personal financial topics. Further,
ImPower works closely with other financial advice professionals who can contribute their
specialist input if required.
Fees, expenses or other amounts payable
ImPower only receives remuneration from the invoices we send to clients once a specified
engagement has been completed.
ImPower receives no remuneration from financial institutions or other financial advisers.
A schedule of ImPower fees is provided below.
Conflicts of interest and commissions and other incentives
ImPower is unaware of any conflicts of interest which exist in its business. Our complete
focus is on providing the best outcome for the client.
Complaints process and Disputes Resolution Process
ImPower has an internal complaints process which is detailed in our Complaints Policy.
Essentially, anyone who has a complaint should contact ImPower directly. The complaint will
be logged and dealt with promptly.
In the unlikely event that we are unable to resolve the complaint satisfactorily, we have a
Dispute Resolutions Service (DRS) which is available to clients if “deadlock” is reached.
ImPower is a member of the Financial Services Complaints Ltd (FSCL) - A Financial Ombudsman Service. You may refer your complaint to FSCL as our independent external ombudsman and dispute resolution service that has been approved by the Minister of Consumer Affairs under the Financial Service Providers (Registration and Dispute Resolution) Act 2008. FSCL’s service is free of charge to you. FSCL can be found at www.fscl.org.nz
Duties information
ImPower and its advisers are bound by the duties set down in the FMC Act. In summary
these are:
i. To meet the standards of competence, knowledge and skill set out in the Code of
Conduct
ii. To give priority to the client’s interests
iii. To exercise care, diligence and skill
iv. To meet the standards of ethical behaviour, conduct and client care set out in the
code of conduct.
Key personnel
Jessica Jamieson, director, Financial Wellbeing Specialist
Phone: 027-528-0583 Email: jessica.jamieson@impower.nz
Tony Walker, director, Financial Wellbeing Specialist
Phone: 021-656-223 Email: tony.walker@impower.nz
