AIA New Zealand Limited is proud to be a platinum sponsor of the 2019 Financial Advice New Zealand Conference. As a company with 100 years of history, our mission is to make New Zealand one of the healthiest and most protected nations in the world. We strive to help our customers live healthier, longer, better lives by encouraging them to make positive lifestyle changes one small step at a time. Our commitment is to not just be there for our customers someday, but every day. We would love you to join us at stand 26 to meet our BDM team and find out more about how we can work with you to protect even more New Zealanders.
The largest Kiwi-owned and operated life insurer and the ANZIIF 2017 and 2018 New Zealand Life Insurance Company of the Year. We support more than 300,000 customers and their families and in 2018 we paid out $106.9 million in claims. We distribute our products through a network of 2,700 independent financial advisers, as well as through strategic alliance partners, and employ around 250 staff nationwide. In 2018 we secured a cornerstone $100 million investment from the New Zealand Super Fund to drive further innovation and growth. Our goal is to set our business up for a sustainable and successful future, with the customer at the centre of everything we do. For more information please visit www.fidelitylife.co.nz
Marsh is the world’s leading insurance broker and risk adviser, with over 35,000 colleagues operating in more than 130 countries. Marsh’s trusted advisers have been serving the New Zealand business community for over 60 years. We are proud to be associated with Financial Advice New Zealand, and a long-term strategic partner of PAA, broker to the IFA Members Liability Programme.
Our expert financial and professional liability team designs solutions to help safeguard your company and your staff, enabling you to focus on you and your business. Financial Advice New Zealand members have access to a wide range of competitive insurance products including professional indemnity insurance, commercial motor vehicle cover, contents and group life insurance. For more information please visit www.marsh.com/nz
In late 2018 OnePath joined the Cigna family, becoming part of a global Fortune 100 company with a unique New Zealand offering.
Together, Cigna and OnePath have cared for New Zealanders for over a century, protecting more than 450,000 Kiwis’ health, wellness and peace of mind.
Our IFA channel is a cornerstone of our business; we believe quality independent advice ensures good outcomes and provides a sense of security for our shared customers.
Our people-focused, customer-centric, innovative team are as passionate and committed as you are, and we want to work with you to achieve our shared goals.
Our disciplined investment process has been tested and proven for more than 50 years. We actively manage the investments of our clients based on fundamental research and analysis. Our aim is to choose the best quality investments at prices that represent good value, based on their potential risk and return. Our investment decisions are driven by rigorous company research, which includes more than 1,000 company meetings or calls per year.
To augment this process, we constantly invest in the quality and depth of our team. Today we have one of the most experienced and highly regarded investment teams in Australia.
Asteron Life is all about celebrating life. With a range of top-rated insurance options to help protect customers’ income and lifestyle, we pride ourselves on putting our customers at the forefront of everything we do.
We get what makes people tick. What’s important to them. And how to live life to the full. Our customers are the lifeblood of our business; and everything we do as a company reflects that.
At Booster, we’re passionate about helping Kiwis take control of their finances. We offer a comprehensive range of KiwiSaver funds, Investment and Super funds and financial resources.
We have innovative tools, digital resources and partner with a network of advisers to help our members make sense of money. We also offer certified, socially responsible investment funds for both KiwiSaver and investment clients, interested in ethical investing.
We strongly believe in investing back into NZ’s economy. That’s why we created our specialist investment funds, Tahi, PLPP and NZ Innovation Booster, for the benefit of all New Zealanders.
Booster. Helping Kiwis shape their financial future.
Financial Dispute Resolution
Financial Dispute Resolution Service is an approved dispute resolution scheme with a focus on the early resolution of complaints. Our dispute resolution specialists support you and your customers to reach an agreement. Skilled in many different resolution methods, we only use formal adjudication process as a last resort.
We offer our members a range of benefits to help you prevent and manage complaints, including monthly webinars and resources.
Financial Dispute Resolution Service is part of FairWay Resolution Limited, New Zealand’s largest specialist dispute resolution organisation and we have extensive experience in the financial sector. This makes us experts at resolving financial complaints.
To find out more, come and see us at Stand 5 during conference or please visit www.fdrs.org.nz
The Generate KiwiSaver Scheme. New Zealand owned and operated KiwiSaver specialists.
– Number 1 Performing KiwiSaver Fund in the FundSource ‘Diversified Defensive’ Category for 2018.
– Number 2 Performing KiwiSaver Fund in the FundSource ‘Diversified Growth’ Category for 2018.
– Awarded Gold Rating 2016 to 2019 by SuperRatings.
– Providing a complete ‘turn-key’ solution for advisers looking to build KiwiSaver into their offering.
Heartland Seniors Finance
Heartland Seniors Finance has helped over 15,000 seniors live a more comfortable retirement. Whether it’s so that they can stay in their home, help their children into their own, or to provide independence and peace of mind knowing that unexpected costs are covered. Don’t miss the opportunity to assist your clients with a Heartland Bank Reverse Mortgage.
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.
Xplan – Is complete and comprehensive financial planning and wealth management software for advice practices of any size from the smallest IFA to the largest networks. Xplan allows you to manage the entire advice process from discovery, current position, goal-setting, analysis, strategy development, production recommendations, advice documentation through to implementation and ongoing review— accessing powerful modelling tools and product information.
nib is a trusted health partner, empowering members to make better decisions and improve health outcomes through greater accessibility to affordable health services and information. As the second largest health insurer in New Zealand, we provide a range of health insurance options for Kiwis and their families, as well as for New Zealand companies who want health insurance for their employees. Our purpose is your better health and we work towards this by helping members make more informed healthcare decisions, transact with healthcare systems and live healthier lives.
We are an award winning life insurance business that has achieved unprecedented growth over the last 8 years. We have strong management team, unique claims philosophy, client and loyalty discounts all underpinned by best practice systems and processes.
Locally owned, Pie Funds Management, manages over $1 billion for more than 2,000 clients. Pie Funds has been in business since 2007 and launched the JUNO KiwiSaver Scheme in August 2018. JUNO combines the successful investment team of Pie Funds and the educational team of JUNO magazine. JUNO KiwiSaver scheme focuses on improving financial literacy for all Kiwis and offers unique low, transparent fees with active investment management. JUNO gives members an innovative digital experience, educational and inspirational resources along with a dedicated customer service team. JUNO is the only provider offering no fees for under 18’s or balances under $5,000.
Platinum Asset Management
Platinum is an Australian-based investment manager specialising in international equities. Platinum’s investment strategy is applied with the aim of achieving absolute returns for investors. Platinum has an independent style of investment management driven by a thematic stock picking approach. Platinum manages approximately A$26 billion (as at 28 February 2019) from investors in New Zealand, Europe, America, Asia and Australia.
Platinum is a fully owned subsidiary of Platinum Asset Management Limited ABN 13 050 064 287, a company listed on the Australian Securities Exchange. Platinum staff have relevant interests in approximately 50% of Platinum Asset Management Limited’s issued shares.
PMG Property Funds Management
For over 26 years, PMG has pioneered commercial property investment in New Zealand. Our award-winning team has successfully launched 30 investment offerings and four unlisted property funds which represent $300M of property and funds under management.
Our property funds are designed to offer investors and advisers with access to quality industrial, office and retail assets, providing more diversification, sustainable cash flow and value growth over time.
We look forward to supporting the 2019 Financial Advice NZ Conference.
Prospa is a small business lending specialist and provides cash flow products and services that allow small businesses to prosper. Prospa has originated over A$1 billion in loans to date in Australia and New Zealand and has over 19,000 unique small business customers. We currently work with more than 10,000 partners, including aggregators, associations and trusted corporate brands.
Quotemonster is a free price comparison for financial advisers on all the major adviser companies, including loads of level premium and standalone options, complicated combinations of up to nine people and dozens of benefits and features. Our research service is the most cost-effective way to compare insurance offers either whole-of-market or head-to-head. We include price estimates for most bank and direct products, easy needs analysis, and SOA builder, plus too many features to list here.
Rabobank Online Savings is a part of Rabobank New Zealand Limited and provides a range of deposit products with competitive interest rates. 100% of the funds deposited with us help to fund New Zealand’s agri-business sector so you and your clients can feel good about growing a better New Zealand together.
Our Key Account Services team will work with you to provide you and your clients access to our deposit products which can be accessed via a range of third party platforms or through a direct relationship with Rabobank. Talk to us today about how we can help.
RiskinfoNZ is a free news and information service designed for all NZ financial advisers – risk-focussed advisers, in particular.
We’re dedicated to reporting all the life insurance industry news that has relevance for you and for your business, whether you’re a risk advice specialist or offer a broader advice proposition.
Our commitment to you is to never stop learning about what’s important for you and for your business as we constantly seek to add value for you as the industry transitions to a new advice environment.
Find out more at: riskinfonz.co.nz.
At Russell Investments, we focus on what matters most to our clients – achieving successful long-term outcomes and working with someone who listens and responds to your evolving needs.
We’re a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services which include advice, investments and implementation.
Using our core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each investor achieve their desired investment outcomes.
We have a purpose that has never changed—and never will: Improving financial security for people.
Select Wealth Management
Since 1998, Select has been one of New Zealand’s leading investment and administration platforms for financial advisers and their clients.
Select is designed to cater for the differing needs of investors, and we do this by offering a choice between ‘ready-made’ and tailored portfolios. For both portfolio choices, we employ the investment research services of sister company JMI Wealth Limited (JMI).
JMI constantly monitors performance and actively makes adjustments, where necessary, to ensure your clients’ investments are well-positioned.
We believe that in a time of volatile investment markets, this active approach to investment management is critical, and is where real value can be added over time. It is also the reason why we are proud of the strong performance of Select’s investments.
Smartshares is committed to providing innovative investment solutions for financial advisers, recently launching a market leading financial adviser fee facility for the SuperLife schemes offering KiwiSaver, UK pension transfers and managed investments. Build a low cost, model portfolio for your clients from a comprehensive selection of investment options, including 23 global and domestic exchange traded funds (ETFs) across the main investment asset classes of bonds, cash, property and shares.
Southern Cross Health Society
Winner of the Canstar Most Satisfied Customers Award – Health Insurance, for the last four years, Southern Cross Health Society is New Zealand’s favourite and most trusted health insurer. Being New Zealand-owned and not-for-profit, their focus is on better value healthcare for all members. Their members are well looked after with plans for different needs and budgets, and discounts on everyday health and wellbeing services.
Visit the Southern Cross stand to find out about exciting initiatives coming up in 2019.
Strategi Limited and Strategi Institute collectively form Strategi Group. Strategi Limited is a leading provider of best practice and compliance services to the financial services industry. Strategi Institute provides NZQA training plus professional development education to the financial services industry and is the only Category 1 provider in this sector.
The Adviser Platform
Focus on What Matters, Growing Your Business.
TAP is a full-service platform for advisers, that gives you the support you need to focus on what really matters, your clients.
Typically when we’re speaking with advisers they are telling us they are:
– Upset with the amount of time they spend on day to day admin & managing staff.
– Concerned they’re not getting the most out of their data in their CRM.
– Frustrated about the impact changing regulation will have on their business.
The Adviser Platform provides:
– An industry-leading admin support team
– Bespoke CRM for New Zealand advisers
– Clear, practical regulatory and compliance advice
– A team who is invested in your long-term success
atWORK is an all-in-one client and practice management with financial planning tools. Cloud-based, it offers financial advisors and corporates everything from the basics of an easy-to-navigate client and practice management system to data gathering tools for client financial planning and reporting.
In an environment moving steadily towards increased compliance, understanding clients and their needs, providing efficient service and building trust becomes increasingly important and a differentiator.
Simple-to-use calculators enable our clients to consider different financial planning scenarios and, based on these, they have all the relevant information needed to offer insightful, understandable financial advice.
With all these tools, atWORK sets advisors up for long-standing success; equipping them to build long-standing relationships with clients based on trust and exceptional, personalised service.
At Lifetime we take pride in assisting our clients in achieving their life goals, be it spending more time with loved ones, providing financial security or leaving a legacy. We develop financial plans that empower our clients to realise their goals and prioritise that which they value most. Our unique Advice For Life philosophy sets us apart, moving away from product to a focus on people. We provide sophisticated tools and processes to allow our team to deliver advice at a deeper level with clients and partner with them to create greater financial certainty through all life stages.
To learn more about Lifetime, visit lifetime.co.nz.
Massey University provides comprehensive financial planning education for individuals desiring to enter into careers (or further distinguish themselves professionally) as financial advisers, insurance brokers, or retail bankers. The Graduate Diploma in Business Studies endorsed in Personal Financial Planning is required by those seeking CFPCM in New Zealand. For paper information contact Mary Dawkins M.Dawkins@ massey.ac.nz.
You can also contact the Financial Advice New Zealand about professional certification by calling 0800-432 101, or through the website.
Professional IQ College
Providing educational services to all advisers and brokers in the financial services sector since 2011, PIQ has quickly become the leading not-for-profit industry owned education partner in New Zealand.
Providing both distance learning, on-line and classroom training experiences, Professional IQ College is your ideal learning partner to address both the current qualification requirements of the new legislation and on-going CPD needs across the financial services industry.
Our Certificate and Diploma programs recognise the product and skill requirements needed for the New Zealand insurance brokers and broker support personnel to prosper in the General Insurance space.
Call us for all your qualification needs 09 306 1731
Planolitix is an online data collection that builds a clear picture of a persons’ financial position with graph-based projections about what the future might hold.
Providing a solid foundation for any advice, it demonstrates how well you know your client and forms the analysis in a 6-step process that doesn’t just take ‘right now’ into account, but also what’s to come.
For clients it’s a visual representation of their world, a framework for better understanding advice, and a map of the future, with their Financial Adviser as navigator.
Castle Point is a boutique New Zealand fund manager. The investment team are owners of the business and invest in the funds that they manage. Castle Point’s difference is they invest with a genuinely long-term view, resulting in long holding periods of companies and low fund turnover.
Castle Point currently offers the following funds:
– Ranger Fund: a focused and unconstrained Australasian equity fund which aims to provide equity- like returns in the long-run while minimising losses.
– Trans-Tasman Fund: a NZX50 benchmarked, fully invested highly active Trans-Tasman fund for advisers wishing to asset allocate themselves.
– 5 Oceans Fund: a globally diversified balanced fund with down-side protection, for advisers wishing to provide a complete solution to smaller clients.
At Squirrel we’re always looking for new ways to make a difference with money, and it’s about much more than the classic squirrel metaphor of saving. We value independent financial advice, and set the standards high for ourselves. The customer always comes before anything else.
Over the last 10 years we’ve written over $4 billion in home loans, added insurance to the mix and launched our own peer-to-peer lending platform. The big picture is everything, which is why our innovations are founded on ways to inform, empower and liberate our customers to get ahead.
Here’s to the future.
NZ Owned and Operated