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Online, telephone and face-to-face appointments

We provide financial advice by video call and telephone to clients throughout New Zealand. Face-to-face appointments can also be arranged in advance at a client’s home or business premises across Bay of Plenty and other areas serviced by our advisers, subject to availability.

We do not operate a walk-in office. To request a face-to-face appointment, please complete the form below, email hello@policywise.co.nz or call 0800 10 9473.

If you would like to ask us something, or need help, send us a message below. We will get back to you within one working day.

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