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Adviser compliance support

Thursday 15 October, 2020|Categories: Uncategorized|Tags: , , , , , , , |

Never before has your choice in an Adviser group been so important, or confusing. Whether you are a sole operator, or part of a bigger operation, the new regulatory regime means you and your business will face a multitude of new challenges. We recommend that Advisers that currently have their own clients and operate as a standalone business consider becoming a Financial Advice Provider (FAP). This enables you to control your destiny, potentially maximize revenues, and run your business the way you want to, within the confines of the new regulatory regime. Above all else that means having a proactive

Getting value from Newpark

Friday 18 September, 2020|Categories: Blog|

There's been a lot of noise and commentary of late regarding the amount of value that Advisers do or do not receive from the group they are aligned to.  So it's time to get on the soapbox and point out a couple of home truths about what groups, such as Newpark, facilitate for Advisers. First of all, 'value' in this context is not referring to group buying deals, subsidies or discounts made available on particular products and services.  They are nice to have, but if that's your sole point of reference then you're in the wrong group. What is most

Quotemonster and Deloitte report

Monday 14 September, 2020|Categories: Blog|Tags: , , |

With everything that's happening right now you'd be forgiven for missing all the new leafs out everywhere on trees.  Daylight saving is around the corner! In the meantime, a reminder that we have secured as 20% discount off the regular monthly retail subscription to Quotemonster (this includes Quotemonster and QPR only).  This is $91 + GST per month which is invoiced by Newpark.  If your current subscription is direct with Quotemonster you can transfer to the Newpark scheme and be entitled to rate above.  Contact the boss cheryl@newpark.co.nz to get on board. Following along the digital theme, reports from insurers is that

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