Kepa, The Advisers Institute, reveals new partner

CEO Jeff Page says Kepa is currently working with about 20 firms on joining its Partnership Program (both within and outside of Kepa), including Mortgage Lab, which aim to provide holistic financial advice services.

What does Jeff mean by “holistic”?

Jeff: “The advice business in New Zealand is unique. If you ask most advisers in New Zealand what they do, they will say just life insurance, and the next adviser down the road will say just mortgage advice or investment advice.”

However, Jeff says that in many other parts of the world, advice firms “ring-fence” their clients by offering a full range of services.