Adviser Membership
Advice Financial Partnerships - Our Vision
We work with independent financial services advisory practices to help them build more efficient, sustainable and valuable businesses, enabling them to focus on outcomes which create the greatest value for their clients.
Advice Financial’s Lifestyle Planning ethos
The definition of ‘wealth’ can mean different things to many clients. To some it is simply the accumulation of money, to others it is enjoying a luxurious lifestyle for themselves and to others it is providing a comfortable lifestyle for their family and future generations. Each of these scenarios would require a different focus and setting of priorities.
Each of our clients have their own dreams and aspirations, but trust in fate that their dreams will come through rater than committing to a plan to make the dream a reality.
Lifestyle Panning helps your clients achieve their lifestyle goals and Advice Financial’s strength is in working with you and your clients to help them see the pathway to their desired destination.
Essentially lifestyle planning is a guided process to assess where the clients are now, where they want to be and to design strategies and plans to help them get there with your ongoing guidance, reviewing their progress regularly and making adjustments when and where required.
Client Trust
By committing to regular reviews to guide your clients through until their goals are achieved our Advice Financial advisers develop a close bond with their clients, which grows stronger year by year. By knowing your client and earning their trust our advisers are rewarded with greater persistency and recommendations to new business leads from satisfied existing clients.
Transparency
Most financial advisers rely solely on commissions paid by the product providers and the advice they provide to their clients can be biased accordingly.
At Advice Financial we promote ourselves as professionals who provide a valuable service to our clients. And just like Accountants, Doctors, Lawyers, etc, we charge a fee for our professional services. These fees are clearly spelled out to our clients from the outset and reinforce our independence when recommending the most suitable product for our client, which may include investments where no commission is paid at all. If commissions are receivable, these are also clearly spelled out to our clients too.
The partnership we offer
A new era - Advice Financial represents a new era for Financial Planning in New Zealand. In fact we're reinventing Financial Planning as it should be so that established wealth management advisers can accomplish much more for their clients, themselves and their businesses.
Talk to us - We're looking for Advisers that want to spend more time with their clients and do business in a different way. In return Advice Financial will provide all the support you need. Becoming an Advice Financial Member allows you to tap into our resources, our methodologies and our independent financial industry expertise, allowing you to leverage your core competencies, improve the level of service to your clients and increase the value of your business.
What to do next
If you'd like to know more about becoming an Advice Financial adviser and the benefits it will bring to your clients and your business, then contact Managing Director Jamie Coltman for an exploratory meeting.
Call him on 0800 10 22 64 or send an email marked for Jamie's attention to - action@advicefinancial.co.nz today.