PIS rolls up its sleeves
Professional Investment Services’ Back to Basics roadshow of professional development days is kick-starting for 2009 in February, designed to help advisers and accountants prepare for the challenges and opportunities likely to present themselves over the coming year.
The aim of the sessions is to ensure clients receive the best possible advice and drive business growth for both advisers and the group.
“The strategies and initiatives we will introduce in 2009 will ensure that PIS clients and advisers remain at the forefront of the opportunities in financial services in New Zealand,” general manager David Keys says.
Record numbers using Sorted resources
This January there were 163,000 visitors to the Sorted.org.nz website, a new record.
Sorted’s free financial guide booklets have also been in demand, with nearly 25,000 in January.
The other top tool with users of the site was the mortgage repayment calculator, helping people to review their mortgages in light of changing interest rates.
“Many New Zealanders are feeling the impact of the global recession. As individuals, we can’t affect the international economic climate, but we can get our own house in order, to be asprepared as possible for whatever 2009 may bring,” Retirement Commissioner Diana Crossan says.
The site had 1.2 million visitors in 2008 and over five million since the site was set up in 2001.
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