WELCOME TO FINZO
We provide fast, flexible and accessible support. Finzo is by financial advisers, for financial advisers - we know the industry inside out.
OUR OFFERINGS INCLUDE
Access our national & international industry connections, and get exclusive access to our knowledge, expertise, CRM system and custodial platform.
Enjoy fast, accessible, flexible support. We help Financial Advisers across New Zealand reduce their administrative and compliance burden, so they have more time for their clients.
We are an independent, CEFEX accredited Financial Advice Provider. We provide integrated advice and compliance solutions to financial advisers.
Access our conferences and webinars, including our annual Finzo Conference, in conjunction with our national and international partners on a wide array of financial topics. Earn CPD accreditation while learning from industry leaders.
WE OFFER SUPPORT, SOLUTIONS AND PROVEN EXPERTISE IN A WIDE RANGE OF AREAS:
UK Pension transfer
Australian Super transfer
Contact our team today to find out more about the benefits of partnering with Finzo, for your business and your clients.
WHO WE ARE
First and foremost we are a family owned company, with a focus on building and maintaining strong client relationships.
We have access to international providers and specialist knowledge of investments and risk management. We use these to provide flexible support and solutions to NZ-based Financial Advisers.
We are independent and non-aligned. We focus on relationships and customer care.
We are a CEFEX-accredited, licenced Financial Advice Provider offering custodial support to empower other Financial Advisers, by reducing the noise from administration and regulation.
We enable our clients, to focus on their clients.
We help empower advisers to be more client-focused by reducing the noise from administration and increasing regulatory demands. We provide solutions to help advisers grow in size and/or capacity as they require.
We aim to always provide professional, efficient and flexible services. Our partners feel comfortable and safe in their journey forward with us.
We recognise that today more than ever, investors are calling for socially responsible investment opportunities, and markets are answering.
We believe sustainability starts at home, which is why we are constantly looking for ways to improve environmentally, socially and as a business.
Some actions we have taken so far include installing solar panels to become self sufficient in our daily energy needs, and changing our fleet to EVs (which we also charge by our solar power).