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Adviser group rebrands and plans to be a FAP

New Zealand’s evolution towards a new financial advice regime that sets industry-wide standards for conduct and competence has led to the creation of an integrated financial solutions provider that improves service delivery, efficiency and client outcomes.

Friday, May 24th 2019, 6:05AM

The Hawkes Bay-based Boutique Advisers Alliance has rebranded itself as Finzo. It aims to introduce global best practices to New Zealand advice firms, and help them build resilience and focus on their competitive advantages.

Finzo chief executive Nick Stewart says the rebrand was designed to reinforce the company’s investment in many of the areas that can overwhelm advice practices – such as technology, customer relationship management, compliance, cyber-security, corporate governance and regulation.

“The concept behind the logo is that we provide our clients with a 360-degrees view of their businesses,” Stewart says. “If we are going to deliver better outcomes to New Zealand investors, we need solutions that allow advisers to spend most of their time advising.”

The need for uniformly high standards in the New Zealand advice sector has been highlighted by the recent passage through parliament of the Financial Services Legislation Amendment Bill, which aims to improve access to high-quality financial advice for all New Zealanders.

The Finzo name and rebrand embraces the changing landscape for all participants in the sector.

“We are very excited to announce this rebrand,” Stewart says.

“The name Finzo represents the fresh and progressive company we are building for our clients, to become the foremost integrated financial solutions provider, enabling advisers, brokers, family offices and asset consultants run their businesses better.”

Once the FMA open licencing, Finzo will seek a full licence as a Financial Advice Provider entity across multiple spheres of advice including KiwiSaver, insurance, pensions and wealth management.

Tags: Finzo

« [The Wrap] What future financial advice firms could look likeAdvisers: Aegis needs money »

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Last updated: 26 August 2019 9:14am

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