New fund range answers adviser call for flexible KiwiSaver alternative
Booster’s Wealth Series is the Wellington-based fund manager’s answer for investors looking to combine a level of active management with competitive value.
The Wealth Series is Booster’s response to adviser feedback that customers want investment options that have a similar investment style to some of Booster KiwiSaver Scheme funds but without the lock-in constraints, says Booster Chief Executive Officer Diana Papadopoulos.
“We were hearing from advisers that when they are building a plan they want investment options that work well...MORE»
Moneta: Strengthening KiwiSaver advice with digital tools from OMNIMaxFriday, February 27th, 11:31AM
KiwiSaver had always been part of client conversations at Moneta. But as compliance expectations increased and clients began expecting faster, clearer, and more digital experiences, the team saw an opportunity to enhance the way they delivered KiwiSaver advice. MORE» |
Protecting access to healthcare while keeping premiums within reachTuesday, February 3rd, 7:29PM
Regan Savage, Chief Sales and Marketing Officer at Southern Cross Health Insurance, shares an update on upcoming policy changes designed to protect members’ long‑term access to healthcare. MORE» |
Shaping the Future of Financial Advice: An Interview on OMNIMax’s Investment Adviser Tool
Financial advisers need to deliver clear, and client-friendly advice. OMNIMax has developed Investment Adviser Tool to make that process more efficient while improving the client experience.
MORE»Show Clients the Future, Not Just the Numbers: Meet OMNIMax’s Projection Tool
OMNIMax’s new Projection Tool is built for, a visual, interactive way to show how a client’s KiwiSaver, investment, or both could grow over time, and the difference your advice makes in reaching their goals.
MORE»The benefits of outsourcing Virtual Assistants can’t be ignored
Wealthpoint head of strategy and growth, Mark Nalder, explains the benefits to advisers of outsourcing administrative tasks.
MORE»Unlock New Opportunities with OMNIMax’s KiwiSaver Advice Tool
KiwiSaver Adviser Tool streamlines the KiwiSaver advice process and helps financial advisers to deliver tailored KiwiSaver advice at scale. It automates key parts of the advice process and enables advisers to generate a Statement of Advice in under 10 minutes, significantly reducing the time and effort traditionally required.
MORE»Financial Advisers deserve fairness and value for money too
How does this sound when buying your professional indemnity insurance:
No-strings-attached quotes, no need to sign yourself over to a new broker just so you can get a price, complete clarity and transparency around policy wording and fees, and premiums that will be around 10%-15% lower than the low rates we negotiated last year?
