ADVISER BENEFITS & PERKS

Giving back to advisers.

Supporting your success.

Our mission is not only to offer quality cover, but also collaborate with partners who want to help advisers. Contact us if you’d also like to offer your provider benefits to the wider adviser community.
image description
ADVISER MEMBERSHIP GROUP

mySolutions Group

Supporting advisers to help them grow their business with confidence.

Offers Financial Service Professionals a network of like-minded entrepreneurial advisers, who are wanting to grow their own businesses and want to decide for themselves what their practice looks like.

Members benefits include professional development with weekly sales webinars, access to business mastery workshops, as well as plenty of other group benefits and business discounts that you can take advantage of.

Standing alone doesn’t mean you have to do it alone, it’s a simple commercial decision for you as a businessperson. Do the benefits of belonging outweigh the costs? Well, do the maths for yourself.

www.my-solutions.co.nz

image description
FINANCIAL ANALYSIS TOOL

Planolitix

The ultimate know your client tool that does the analysis in real time.

Empowers clients to make more informed decisions about their future with their Adviser as navigator.

  • Comprehensive ‘Lifetime Cashflow Modelling’ tool to support advisers, no matter what product you advise on.
  • Client invite options, so they can login to enter their data ahead of your meeting. The financial analysis updates live as information is entered.
  • Completes 5 of the 6 steps of the Financial Advice process, clearly evidencing that advice is suitable and meets regulation.
  • We offer ongoing support with one-on-one adviser training so we can map Planolitix to your businesses process, making operations more streamlined.
  • User-friendly interface with live graphics that encourage client engagement and understanding

Mention this offer to access the discount below.

PERKS FOR THE ADVISER COMMUNITY

Do you have a product or service offer for our policyholders?

Contact us if you’d also like to offer adviser specific provider benefits to the Quadrant PI adviser community. Supporting the financial industry is what it’s all about.

Get in touch to find out more.