Monday, September 08th 2025

Show Clients the Future, Not Just the Numbers: Meet OMNIMax’s Projection Tool

OMNIMax’s new Projection Tool is built for, a visual, interactive way to show how a client’s KiwiSaver, investment, or both could grow over time, and the difference your advice makes in reaching their goals.

The benefits of outsourcing Virtual Assistants can’t be ignored

Monday, September 08th 2025

The benefits of outsourcing Virtual Assistants can’t be ignored

Wealthpoint head of strategy and growth, Mark Nalder, explains the benefits to advisers of outsourcing administrative tasks.

Unlock New Opportunities with OMNIMax’s KiwiSaver Advice Tool

Monday, May 19th 2025

Unlock New Opportunities with OMNIMax’s KiwiSaver Advice Tool

KiwiSaver Adviser Tool streamlines the KiwiSaver advice process and helps financial advisers to deliver tailored KiwiSaver advice at scale. It automates key parts of the advice process and enables advisers to generate a Statement of Advice in under 10 minutes, significantly reducing the time and effort traditionally required.

Financial Advisers deserve fairness and value for money too

Thursday, May 01st 2025

Financial Advisers deserve fairness and value for money too

How does this sound when buying your professional indemnity insurance:
No-strings-attached quotes, no need to sign yourself over to a new broker just so you can get a price, complete clarity and transparency around policy wording and fees, and premiums that will be around 10%-15% lower than the low rates we negotiated last year?

Shaping the future of advice: How NZFSG is empowering advisers in a changing regulatory world

Thursday, April 17th 2025

Shaping the future of advice: How NZFSG is empowering advisers in a changing regulatory world

As New Zealand’s largest network of financial advisers, NZFSG isn’t just keeping up with change — they’re leading it. With ongoing investment in cutting-edge technology and top-tier support, the network is helping advisers stay ahead of compliance requirements and build thriving, future-proof businesses.

Wednesday, March 26th 2025

Out Now: ASSET - Financial Forecasts

You can read the latest issue of ASSET here. In our Financial Forecasts lead Fisher Funds argues the case for active management and explains the benefits of private assets.

Monday, February 10th 2025

Streamline Your Investment Advice with OMNIMax’s New Investment Solution

OMNIMax has launched its latest workflow solution tailored for financial advisers: Investment Adviser Tool. Designed to enhance efficiency and improve client service, the solution incorporates insights from investment advisers to streamline essential processes.

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 Xceda adds another string to its bow

Xceda adds another string to its bow

Saturday, November 30th 2024

Reserve Bank licensed deposit taker Xceda is starting to broaden out its loan products offering.

NZFSG’s ‘MyInduction’ Programme: Setting advisers up for success

NZFSG’s ‘MyInduction’ Programme: Setting advisers up for success

Tuesday, October 22nd 2024

NZFSG has recently launched an innovative induction programme designed to help advisers new to the network thrive. The ‘MyInduction’ Programme equips advisers with the skills to navigate compliance and leverage NZFSG’s industry-leading technology, services, and support.

New Zealand Equity Monthly September 2024

New Zealand Equity Monthly September 2024

Wednesday, October 09th 2024

New climate-related disclosures seen bringing both benefits and challenges

How Kiwis can invest in the world’s best companies

How Kiwis can invest in the world’s best companies

Friday, September 13th 2024

Stephen Arnold, Founder and Chief Investment Officer at Aoris Investment Management, explains the quality approach that sets its global equity investment strategy apart.

New Zealand Equity Monthly August 2024

New Zealand Equity Monthly August 2024

Wednesday, September 04th 2024

RBNZ’s August rate cut seen as a positive sign for equities.

Smart advisers spice up offerings with SME lending

Smart advisers spice up offerings with SME lending

Monday, September 02nd 2024

Amid a slow housing market, mortgage advisers are diversifying into small business loans, tapping into a $20bn industry and becoming one-stop shops for their clients' financial needs.

A Leap Forward in Helping BNZ’s KiwiSaver Scheme Customers

A Leap Forward in Helping BNZ’s KiwiSaver Scheme Customers

Monday, August 19th 2024

In 2019, BNZ launched BNZ KiwiSaver Scheme Navigator (Navigator), a tool for their bankers to use to help customers see what a difference small tweaks could make to their BNZ KiwiSaver Scheme investment.

Southern Cross Health Insurance – responding to members’ needs with important policy updates

Southern Cross Health Insurance – responding to members’ needs with important policy updates

Thursday, August 15th 2024

Southern Cross Health Insurance (SCHI) has revealed some key policy updates which will be effective from 22 October 2024.

Learnings from Our Clients

Learnings from Our Clients

Friday, August 09th 2024

Compared to OECD standards, financial literacy and uptake of financial advice in New Zealand is low. The challenging economic environment makes understanding clients' wants, needs, and support requirements crucial to providing meaningful advisory services.

KiwiSaver finally gets personal

KiwiSaver finally gets personal

Wednesday, July 24th 2024

Nikko AM’s new multi-manager GoalsGetter scheme answers advisers’ call for tailored, diversified KiwiSaver solutions.

Do you offer KiwiSaver advice?

Do you offer KiwiSaver advice?

Wednesday, June 05th 2024

OMNIMax’s KiwiSaver solution makes it easy to offer KiwiSaver advice.

Stay safe from cyber attacks

Stay safe from cyber attacks

Wednesday, May 22nd 2024

NZFSG emphasises cyber resilience following a recent phishing attack targeting mortgage advisers.

Veteran financial adviser offers new coaching service for financial advisers

Veteran financial adviser offers new coaching service for financial advisers

Wednesday, April 24th 2024

There’s a saying that old dogs never die - they simply fade away. Long-time financial adviser David Pine from Wellington has finally put away his insurance tools but doesn’t intend to fade away just yet.

Kip Hanna – NZHL Group a Year on

Kip Hanna – NZHL Group a Year on

Wednesday, March 20th 2024

A year ago, NZHL finalised the investment in LFG, forming the NZHL Group. The aim was to provide advisers and clients with the best possible options and leverage the collective strength of the group - regardless of whether the adviser is using a full support model or a non-branded adviser-led model.

Unity First Home Buyer special 3.99
ICBC 4.25
SBS FirstHome Combo 4.29
Co-operative Bank - First Home Special 4.35
TSB Special 4.39
Co-operative Bank - Owner Occ 4.45
ANZ Special 4.49
ASB Bank 4.49
SBS Bank Special 4.49
Unity Special 4.49
Westpac Special 4.49
ASB Bank 4.49
TSB Special 4.49
AIA - Go Home Loans 4.49
SBS Bank Special 4.49
Kainga Ora 4.49
BNZ - Std 4.49
Kiwibank Special 4.49
Wairarapa Building Society 4.59
Nelson Building Society 4.59
ICBC 4.59
Unity Special 4.65
ICBC 4.99
BNZ - Std 4.99
SBS Bank Special 4.99
Kainga Ora 5.15
ASB Bank 5.15
AIA - Go Home Loans 5.15
Westpac Special 5.29
TSB Special 5.39
Kiwibank Special 5.39
Co-operative Bank - Owner Occ 5.49
BNZ - Classic 5.59
SBS FirstHome Combo 3.29
AIA - Back My Build 3.34
SBS Construction lending for FHB 3.74
CFML 321 Loans 3.95
Co-operative Bank - Owner Occ 4.99
Co-operative Bank - Standard 4.99
Heartland Bank - Online 5.30
ICBC 5.39
Kiwibank - Offset 5.65
Kiwibank 5.65
ANZ 5.69