About Advice Financial

Integrate FS Limited (ADVICE FINANCIAL) commenced business in August 2001 and is a national independent advisory company with a leading staff and group benefit consulting team.

Employer Programmes:

Employees who are financially stressed or merely riding out their time until they can afford to retire, can tie up valuable performance management resources. Employers who already offer attractive benefits, like a subsidised superannuation scheme for example, are often frustrated at the low levels of uptake.

Advice Financial has designed a series of educational seminars that helps in both of those instances.

Our seminar programmes are popular as a cost-effective way of providing additional staff benefits. Employees in many organisations, even those who are relatively financially savvy, are keen to take advantage of the chance to get some independent advice or check their own thinking. Employers say they have gained a valuable staff retention initiative.

Advice Financial offers:

Expert advice and strategy on establishing your organisation's employee program of educational seminars on such subjects as Superannuation, Personal Finance, Trusts and Wills and other topical subjects, including personal health and fitness.

• Your seminar program can be entirely managed by Advice Financial on your behalf, using authoritative and highly experienced speakers.

• The seminar registration and booking process is automated and managed by Advice Financial on your behalf, using advanced on-line registration software branded to your organisation's corporate identity, meaning no extra work for you or your staff.

• Seminars may be held on your premises or at suitable external venues. In both cases, Advice Financial arranges venue management, orchestration and seminar support documentation on your behalf.

The Key Areas we can help you with:

• HR employee benefit development assistance and topical advice
• KiwiSaver advisory assistance
• Annual External Supplier Reviews
• Management of External Supplier relationships
• Educational Financial Seminar Program
• Dedicated Financial Advisers for employees to meet with
• Advise all new employees of Financial Service benefit entitlements
• Meet with all existing employees to do the same
• Advise all exiting employees of existing benefit options
• Individual advice to exiting employees post restructure
• Retirement planning services for retiring employees
• Subsidised Personal Financial Plans for employees

Our popular employee educational seminar topics include:

• Pathway to Financial Freedom
• Superannuation and YOU
• How to Manage Your Mortgage
• How to get an Investment Property
• Trusts and Wills
• Why I should have Health Insurance
• Planning For Retirement
• Pre-retirement Workshop
• The Pathway to Home Ownership
• KiwiSaver and YOU
• How to Maximise your employee benefits
 
Custom Seminar Services:

In addition, we are able to design additional seminars just for your organisation, if you would like us to specifically do so. We run a fully managed seminar registration process, meaning there is no extra work for you to do in delivering this service to your people. We draft a notification email complete with registration link for you, which you simply sign-off and send as a general email to all staff or to whomever you wish to target.

We believe we can contribute to your organisation's standing and the well-being of your employees. If you'd like to learn more, simply send an email marked for the attention of Managing Director, Jamie Coltman, to - action@advicefinancial.co.nz

Advice Financial work with a number of clients in the public and private sectors some of our recent clients include;

• Manukau City Council • North Shore City • Chorus • NIWA • Landcorp • TransPower • Farmlands • Diners Club • Horizons Regional Council • Manukau Water • Manukau Leisure Centers • Yakka • Mid Central DHB • Hastings District Council • Hawkes Bay Regional Council • NZ Police  • Serco Project Engineering Ltd, (SPEL)

• Association of Universities Staff • Port of Nelson • Nelson City Council • Otago Regional Council • Southland District Council • Tenix Alliance New Zealand Limited • Waipa District Council • PowerNet • James & Wells • Power Services • ENABLE • Hally • Medical Council of New Zealand • Taranaki Regional Council • Port Taranaki • Invercargill Licensing Trust • Manukau Building Consultants Limited