Partner with New Zealand's Leading Financial Adviser Network
Join our network of qualified financial advisers and connect with quality clients actively seeking professional financial guidance across New Zealand.
Apply to JoinWhy Partner with Us?
Quality Leads
Connect with pre-qualified clients who are actively seeking financial advice. Our matching system ensures leads are relevant to your expertise and location.
Increased Visibility
Showcase your expertise to thousands of potential clients searching for financial advisers. Build your professional profile and establish credibility.
Business Growth
Expand your client base and grow your practice with a steady stream of referrals. Focus on what you do best while we handle lead generation.
Professional Network
Join a community of like-minded professionals. Share insights, collaborate on complex cases, and stay updated with industry trends.
Marketing Support
Benefit from our digital marketing efforts, SEO optimization, and brand recognition. We handle the marketing so you can focus on serving clients.
Technology Platform
Access our user-friendly platform to manage leads, track performance, and communicate with potential clients efficiently.
Partnership Requirements
Essential Requirements
- Valid FMA registration as a financial adviser
- Current professional indemnity insurance
- Minimum 2 years experience in financial advice
- Clean regulatory and disciplinary record
- Commitment to professional service standards
Preferred Qualifications
- CFP (Certified Financial Planner) designation
- Membership in professional associations
- Specialized expertise in key areas
- Strong client testimonials and reviews
- Established practice with capacity for growth
How Our Partnership Works
Apply & Get Approved
Submit your application with credentials and get approved to join our network.
Create Your Profile
Build your professional profile highlighting your expertise and service areas.
Receive Quality Leads
Get matched with pre-qualified clients looking for your specific expertise.
Grow Your Practice
Convert leads into clients and grow your practice with ongoing support.
Partnership Investment
Starter
- Basic profile listing
- Up to 5 leads per month
- Email support
Professional
- Enhanced profile with photos
- Up to 15 leads per month
- Priority lead matching
- Phone & email support
Premium
- Premium profile placement
- Unlimited leads
- Exclusive lead access
- Dedicated account manager