Embrace change & strengthen your business with The Adviser Platform
New Zealand’s financial adviser industry is changing. The Adviser Platform (TAP) is here to help advisers who are driven to succeed, by providing them with the tools and support they need to remain fully compliant so that they can focus on creating long-term success.
Time to Evolve
Typically, advisers are telling us they are:
- Frustrated with the amount of time they spend on day to day admin
- Concerned about issues with data quality and consistency in their CRM
- Annoyed at trying to be a business owner, sales manager, and administrator at the same time
- Worried about how well their business stacks up in the...MORE»
Exciting opportunity in the Bay of Plenty with Mike Pero!
Monday, February 25th, 9:46AMExisting franchise for sale, with database.
MORE»General Finance Continues to Grow and Develop
Friday, January 25th, 3:46PMGeneral Finance Limited, the Reserve Bank of New Zealand Registered Non-bank Deposit Taker has had a very good 12 months to 31 December 2018. The Managing Director Brent King said “the 2018 year has been profitable for the lending markets in New Zealand. General Finance has had a very positive year.”
MORE»Previous NewsAIA + Sovereign + You: Championing a healthier, better protected NZ
Wednesday, December 12th, 1:58PMAs we all know, New Zealanders are under-insured, particularly in terms of personal risk insurance.
MORE»Q&A with PM Capital CIO Paul Moore
Tuesday, July 17th, 8:42AMAward-winning fund manager PM Capital has launched a new generation listed investment company. Go 2025. The company founder and chief investment officer, Paul Moore, explains what the fund is all about and what PTrackERS are.
MORE»Why private health insurance is an investment, not a cost
Thursday, June 7th, 11:42AMAsk anyone who has ever made an insurance claim to cover an important medical procedure and you’ll hear a ringing endorsement of the value of private health insurance. Having private health insurance gives your clients power to make decisions that need to be made.
MORE»People + technology: better together
Wednesday, February 21st, 1:34PMScience fiction writer William Gibson famously noted that “the future is already here – it’s just not evenly distributed.” Without wanting to contradict Gibson, anyone who owns a mobile phone is part of a future defined by artificial intelligence (AI) and its understanding of our behaviour and desires.
MORE»Going for growth
Monday, October 30th, 9:22AMIt’s the elusive thing that almost every adviser is looking for. Most have attended countless seminars, roadshows and conferences to unlock its secrets. Many advisers have bookshelves full of wisdom on the subject. But who is really achieving it?
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