Accuro is a not for profit, cooperative and specialist health insurer. Accuro started out 45 years ago as the health insurer for New Zealand’s health professionals.
We’re not for profit, meaning everything we do is for those who own us – our members. We’re proud to be successful in providing our members with top-quality products at the lowest sustainable premiums.
We have a range of group products, individual products, and non-resident health insurance.
Talk to us today to find out more.
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. www.fdr.org.nz
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.
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
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.
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.
Sovereign is proud to be a bronze sponsor of the 2018 National Advisers Conference. As New Zealand’s largest life insurer, we’re more committed than ever to helping Advisers achieve better outcomes together, and meeting the needs and expectations of our customers.
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.
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. And while we hope you never have to make a claim, you’ll be comforted to know that in 2015 we paid out over $86 million in claims.
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!
Do you want to take the stress out of being an Adviser in today’s regulated world? Do you want to spend more time with the clients without worrying about running your business? Camelot takes all the stress out of the process, with our unique and forward-thinking model where Advisers get to enjoy flexible remuneration commensurate with effort, including salary, cash and equity incentives, plus investment return on equity held in Camelot. Advisers do not have to worry about the additional time and costs involved of running their own practice, managing compliance, recruiting or training staff and/or organising a succession plan – Camelot does it for you.
Camelot has nine offices from Invercargill to Auckland with over 60 people in the team. If you want to talk about how Camelot could help you to be a ‘Stress-free Adviser’, contact us.
Financial Services Complaints Ltd (FSCL) is the dispute resolution scheme of choice for more than 6,500 financial service providers, including many financial advisers.
FSCL offers its members:
• Very competitive annual fee rates
• Annual fee discounts for existing members
• Free training and workshops, earning structured CPD points
• Assistance with settling complaints through members’ internal complaints process, including the “Give us a Call” service, to prevent complaints escalating to FSCL.
For membership enquiries, including a free quote, please contact Michael Saywell, FSCL’s membership officer at Michaelsaywell@fscl.org.nz or phone 0800 347 257.
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.