NZFSG teams up with Cotality

NZ Financial Services Group (NZFSG) has announced a significant new partnership with Cotality, with the aggregator providing mortgage advisers across the network free access to Property Guru—Cotality’s premier property research platform.

Accessible via NZFSG’s CRM platform MyCRM, this initiative marks a major step forward in empowering advisers to deliver greater value across the entire property lifecycle.

By leveraging the same AI-driven property data trusted by banks, advisers can now deliver deeper insights throughout the property journey—from purchase to post-settlement—raising the level of service and setting a new standard in customer experience. The move enhances advisers' role as trusted, long-term partners in their clients' financial lives.

“We’re elevating the trust clients already place in their advisers by combining that personal relationship with Cotality’s market-leading insights,” NZFSG chief executive Baden Martin says.

“This partnership is about delivering a truly holistic finance and property experience — empowering advisers to have more meaningful discussions and guide clients with confidence, well beyond settlement.”

Partnership Highlights:

• Smarter client insights: Access suburb-level data, listing trends, and alerts to stay top of mind and relevant
• Elevate client engagement: Unlimited access to property reports, including digital property profilers and suburb insights
• Move with confidence: Stay connected with their clients anytime, while having access to vital property and market information with the Property Guru mobile app.
• Ongoing engagement: Post-settlement tools provide insights into market trends, property performance, and future opportunities—strengthening long-term relationships
• Upskilling advantage: A curated training programme designed to help advisers unlock the full potential of property data and enhance engagement at every stage of the client property lifecycle.

Cotality International CEO Lisa Claes said: “This partnership between NZFSG and Cotality represents a transformative shift for the mortgage advice industry. With direct access to Property Guru’s unparalleled property insights, advisers will be equipped to deliver faster, data- driven advice that strengthens client outcomes and elevates industry standards.”

NZFSG and Loan Market will provide complimentary Property Guru access to their mortgage advisers starting July 1.