Cement your client relationships by delivering a fully comprehensive financial solution, with the added flexibility of accommodating multiple investment strategies. Our robust custodial platform ensures full peace of mind with client transactions. Our trusted service support enables you the freedom to take time off from the business.
MANAGE
INVEST
Save valuable time by simplifying your investment choices. Access to a suite of readymade, proven, investment solutions, including model portfolios, KiwiSaver funds and UK pension options.
Reduce your administration time by using an integrated customised risk management solution ensuring your client needs are effectively and efficiently met. Finzo systems are ready made and designed for you, your CRM integrates quoting software into a structured statement of advice automatically saved to a client file so can be accessed at any time. There are also templated insurance policy schedules giving a client a quick overview of their risk management solution with you.
INSURE
GROW
Have the capacity to focus on achieving your business goals and objectives, secure in the knowledge that time-sapping administrative tasks are handled by your dedicated Finzo support team. Our referral system enables you to outsource those clients’ investment/insurance needs that may not be your area of focus or expertise.
Reinforce the investment advice to your clients with personalised independent fund evaluations, research and best practice. Finzo’s educational conferences provide CPD accredited learning and valuable networking opportunities.
LEARN
Feel secure knowing that your business is underpinned by Finzo’s proven compliance and AML/CFT protocols, plus gain access to the widest available legal liability insurance covers in the market.
PROTECT
Ensure your client is at the centre of all your activity and conduct. Finzo’s exclusive CRM system enables you to seamlessly and compliantly integrate all client communications, ranging from newsletters to personalised statements of advice as well as to conduct risk profile questionnaires and complete probability modelling.
ENGAGE
PLAN
Have certainty of your future under the new Financial Advice regime. You can count on Finzo’s support to either become your own FAP or have the opportunity to become part of Finzo’s FAP.
PARTNER
Operate your business efficiently and effectively, knowing that Finzo, as your partner, has your back. Our integrated financial solutions across all advice spectrums give you the capacity, freedom and tools to be the adviser you want to be.