AIA and Sovereign are proud to be a platinum sponsor of the 2018 National Advisers Conference. As the largest life insurance company in New Zealand, our vision is to champion New Zealand to become one of the most protected nations in the world, and drive better outcomes for our partners, customers and people.
We would love you to join us at the AIA and Sovereign stand to meet our BDM team and find out more about how we can work with you to protect even more New Zealanders.
Fidelity Life is New Zealand’s largest locally-owned life insurer with the purpose of protecting New Zealanders’ way of life. We believe independent financial advice matters in ensuring Kiwis get access to the insurance protection they need. We’re proud to be the current New Zealand Life Insurance Company of the Year.
nib is New Zealand’s second largest health insurer. With over 60 years’ experience, nib provides health cover for over a million people across both sides of the Tasman. We believe that health insurance should be easy to understand, easy to claim on, and most of all good value.
Facing a widening range of professional and liability exposures, advisors need solutions that enable them to rein in risk and protect their business and their people.
Marsh, the world’s leading risk advisor and insurance broker, has been a long-term strategic partner of the PAA, broker to the IFA Members Liability Programme and is now proud to be associated with Financial Advice New Zealand.
Through our relationship, members have access to a wide range of competitive insurance products including professional indemnity insurance, commercial motor vehicle cover, contents and group life insurance.
Marsh has been serving the New Zealand business community for over 60 years and looks forward to being your trusted adviser.
We are an award winning life insurance business that has achieved unprecedented growth over the last 7 years. With a strong management team, unique claims philosophy, client and loyalty discounts all underpinned by best practice systems and processes.
PIE Funds is a boutique investment manager that focuses on performance and client service.
Mike Taylor founded Pie Funds in 2007 with the simple philosophy of outperforming the markets by investing in growth companies. We’re committed to smart investing, providing above average returns, and generating long-term wealth.
Pie manages funds suited to all levels of risk. Clients are able to invest directly into our funds or our authorised financial advisors are able to help decide which funds are suitable for specific goals and circumstances.
RaboDirect is the online saving division of Rabobank New Zealand, and 100% of the funds deposited with us helps fund New Zealand’s agri-business sector. That’s something you and your clients can feel good about.
Our Key Account Services team will work with you to provide you and your clients access to a range of quality deposit products. These products can be accessed via a range of platforms or through a direct relationship with RaboDirect. Talk to us today about how we can help.
The health insurance provider founded by health care professionals and working with kiwis for more than 45 years.
Accuro is NZ owned and operated, cooperative, and not for profit, meaning everything we do is for those who own us. We don’t have customers, we have members and we are here for them.
As the only provider of non-resident health insurance (on an under 2-year work visa), we’re proud to be successful in providing our members with top-quality products at the lowest sustainable premiums.
We also offer unique products for children, individuals and groups.
Talk to us today to find out more.
Helping Kiwis with their plans is what Asteron Life has been doing since 1878.
We’re specialists in life insurance and income protection.
We go out of our way to make our products more flexible and our service more genuine.
While we hope you never have to make a claim, you’ll be comforted to know that in 2017 we paid out over $90 million in claims.
At Astute, we believe in helping our members become trusted advisers to their clients. We are committed to innovation and diversification, and are proud to provide our members with access to an unmatched suite of financial products, coupled with a market leading cloud based CRM. We take the stress out of maintaining a retail brand, including compliance and regulatory requirements. We are committed to helping our members become the centre of their clients’ financial world.
A Kiwi made investment, superannuation and KiwiSaver scheme provider, committed to getting New Zealanders on the financial front foot.
Working together with over 300 advisers, more than 100,000 investors are growing their confidence and making the most of their money using the tools and support every Booster members can access.
Financial Dispute Resolution Service is an approved dispute resolution scheme. It is managed by Trevor Slater who has many years’ experience in commercial conflict resolution as well as the financial advice sector. Financial Dispute Resolution Service provides a bespoke process to help its members (financial advisers) and their clients find ways to resolve complaints.
Financial Dispute Resolution Service provides excellent membership benefits such as free specialist webinars and resources and advice for an adviser’s internal complaint handling processes.
It is owned and operated by FairWay Resolution Limited, New Zealand’s largest specialist conflict management company, with over 210 people working across the country.
We provide an independent and impartial dispute resolution service. We are free to consumers. We resolve complaints between consumers and our scheme participants. In doing so, we are an alternative to legal proceedings for resolving financial services disputes.
We are not government-funded, nor do we regulate the financial services industry or discipline scheme participants.
We are required to meet the benchmarks of independence, fairness, accessibility, accountability, efficiency and effectiveness prescribed by the Financial Service Providers (Registration and Dispute Resolution) Act 2008. We have been approved by the Minister of Consumer Affairs to operate as an external dispute resolution scheme in the financial services industry.
The Generate KiwiSaver Scheme. New Zealand owned and operated KiwiSaver specialists.
Harbour Asset Management is a highly rated New Zealand-based asst management firm. Operational since 2010, we offer a variety of single and multi-asset investment options for different types of investors. Our clients include large government institutions, corporate superannuation funds, charities, iwi and financial advisers.
Since 2010, Harbour has grown to encompass a close-knit, high-achieving team of 18 professionals. Our foundational goal is to be the most trusted in our field, and this underpins everything we do.
Diversify – look after your clients and your business.
Heartland Seniors Finance can help you diversify your portfolio – offering your senior clients the opportunity to stay in their home and enjoy a more comfortable retirement. Whether it’s for renovations, a car, trip or money for day to day expenses.
IRESS is a principal supplier of share market, wealth management and Institutional lending systems, employing over 1,800 staff in 17 offices across 5 continents. Our software products sit right at the heart of financial services, connecting the entire industry end to end. With our continued global scale investment, you can be sure you’re getting best of breed technology that delivers real transformational benefits, like visible cost and time savings, alongside local
implementation and service that continues to support your business now and into the future.
Lifetime is New Zealand’s largest privately owned full service financial advice company. We are committed to securing a smarter financial future for Kiwis through tailored advice. With a nationwide team of expert advisers, Lifetime provide loan, insurance and investment solutions. We care about our people just as much as we care about our clients; personal development and team success is key to our culture. Available to our advisers are all the tools and support you need to take the stress out of the role with administration, compliance, technology, client bases and a range of remuneration options available.
Massey University provides comprehensive financial planning education for individuals desiring to enter into careers (or further distinguish themselves professionally) as financial advisers, insurance brokers, or retail bankers. The Graduate Diploma in Business Studies endorsed in Personal Financial Planning is required by those seeking CFPCM in New Zealand. For paper information contact Mary Dawkins M.Dawkins@massey.ac.nz.
You can also contact Financial Advice New Zealand about professional certification by calling 0800-404-422, or through the website.
OnePath is one of New Zealand’s leading and trusted insurance providers. OnePath has been paying claims for over 16 years and in 2017 paid over $60 million dollars in claims to their customers. OnePath believes in connecting customers to expert advice through quality advisers that they can trust.
Platinum Asset Management is an Australian based fund manager specialising in investing in international equities. We currently manage around NZ$29 billion. Platinum aims to achieve absolute returns for investors. We are active investors: we do not seek to emulate index weightings. Rather, we seek a range of investments whose businesses and growth prospects
are being inappropriately valued by the market. Since inception in 1995,
Platinum’s flagship International Fund has achieved compound annual returns of approximately 13% per annum to 31 March 2018
For over 25 years, Property Managers Group has pioneered commercial property investment in New Zealand. Our award-winning team has successfully launched 29 investment offerings and four unlisted property funds which represent $350M of property and funds under management.
Our property funds are designed to offer investors and advisers with access to quality industrial, office and retail assets, providing more diversification, sustainable cash flow and value growth over time.
We look forward to supporting the 2018 NAC.
Insurance Advisers love Quotemonster. Quotemonster is dedicated to supporting Life Insurance advisers in providing market comparisons in a quick and simple way. It provides pricing options and in-depth research to enable advisers to review the market and support them in creating great customer outcomes.
From a start-up seven years ago it is now one of the leading providers of pricing and research to the Adviser industry. With the development of its new Advicemonster service it is well positioned to continue supporting advisers in the new regulatory environment.
At Russell Investments, we focus on what matters most to our clients – achieving successful long-term outcomes and working with someone who listens and responds to your evolving needs.
We’re a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services which include advice, investments and implementation. Using our core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each investor achieve their desired investment outcomes.
We have a purpose that has never changed—and never will: Improving financial security for people.
Since 1998, Select has been one of New Zealand’s leading investment and administration platforms for financial advisers and their clients.
Select is designed to cater for the differing needs of investors, and we do this by offering a choice between ‘ready-made’ and tailored portfolios. For both portfolio choices, we employ the investment research services of sister company JMIS Limited (JMIS). JMIS constantly monitors performance and actively makes adjustments, where necessary, to ensure your clients’ investments are well-positioned.
We believe that in a time of volatile investment markets, this active approach to investment management is critical, and is where real value can be added over time. It is also the reason why we are proud of the strong performance of Select’s investments.
Smartshares is committed to providing innovative investment solutions for financial advisers, recently launching a market leading financial adviser fee facility for the SuperLife schemes offering KiwiSaver, UK pension transfers and managed investments. Build a low cost, model portfolio for your clients from a comprehensive selection of investment options, including 23 global and domestic exchange traded funds (ETFs) across the main investment asset classes of
bonds, cash, property and shares.
Winner of the Canstar Blue NZ – Most Satisfied Health Insurance Customer Award two years in a row, Southern Cross Health Society is one of New Zealand’s most trusted brands, offering a broad range of health insurance plans. Being New Zealand-owned and not-for-profit, we focus on better service and better value healthcare for all our members, not making money for shareholders.
Visit us at our stand to find out about the exciting things we’ve got underway in 2018.
Strategi Institute provides professional development education to those in the New Zealand financial services industry, plus AML/CFT-specific training to lawyers, accountants, real estate agents and lenders. It is our mission to become the most respected provider of AML/CFT and financial industry training, knowledge and support services in New Zealand.
The Adviser Platform. Helping you grow a successful and profitable business by focusing on what matters.
We know what it takes to be an adviser. We also know you didn’t get into the industry to spend your days stuck behind a computer. TAP gives you the opportunity to focus on providing a proactive value-adding service through a combination of industry-first admin support and a customisable CRM designed for the New Zealand market
To find out how TAP can free up your (or your support team’s) time and increase the value of your business, talk to the TAP team today.
Banger is an online financial education platform that enables primary-aged children to experience personal finances first-hand in their classroom. Over 52,000 Kiwi kids are currently using our online software…and earning ‘classroom income’, paying taxes, exploring the property market, enrolling in KiwiSaver and much more!
Children are practicing how to manage their money in a safe environment. This activity is a ready-made tool for teachers and directly increases the children’s financial capability in a real and fun way through educational simulation, and importantly – preparing them for the financial world ahead.
One stated Object of Financial Advice New Zealand is to ‘build public awareness and trust in the value of financial advice. Where better to start that awareness and trust than in a child’s classroom? Financial Advice New Zealand is delighted to sponsor Banger as our Conference Associate. We encourage our Members to forge links at their local school level to build ‘the reputation of our Members as the leading source of best practice financial advice in New Zealand!
Castle Point is a boutique New Zealand fund manager. The investment team are owners of the business and invest in the funds that they manage.
Castle Point’s difference is they invest with a genuinely long-term view, resulting in long holding periods of companies and low fund turnover.
Castle Point currently offers the following funds:
• Ranger Fund: a focused and unconstrained Australasian equity fund which aims to provide equity-like returns in the long-run while minimising losses.
• Trans-Tasman Fund: a NZX50 benchmarked, fully invested highly active Trans-Tasman fund for advisers wishing to asset allocate themselves.
• 5 Oceans Fund: a globally diversified balanced fund with down-side protection, for advisers wishing to provide a complete solution to smaller clients.
OMNIMax is a cloud-based advice platform. Founded in New Zealand in 2002, OMNIMax has a global reach but recently renewed its New Zealand focus due to recent regulatory changes. OMNIMax this year launched new automated advice tools for KiwiSaver and Investment Advice helping advisory and robo-advisory businesses deliver consistent, compliant and scalable advice. OMNIMax has developed powerful software tools to help advisers engage new clients online, provide automated client-driven advice and user-friendly review processes.
Pathfinder is a boutique responsible investment fund manager, with environmental, social and governance (ESG) factors embedded in its investment process. Pathfinder’s funds include global equities, water, commodities and global property, catering for both retail and wholesale investors. Pathfinder values its independence and has become an advocate for both ethical investment and high standards in financial services. Pathfinder co-founder and chief executive, John Berry, is a member of the Code Working Group.
A successful Fintech collaboration between Triplejump and YTML delivers a smart web app that enables advisers to provide tailored and comprehensive Personal Risk advice.
Making the most of the advantages cloud technology brings – web links for clients, single data entry, IPad device optimised, auto generated Risk plans.
Come and learn how you can transform your Personal Risk Advice – be ready for today and ready for the future of financial advice.