Upcoming events.

We offer a calendar full of in-person and online events from our monthly Accelerator webinars, to in-person training sessions and twice yearly regional conferences where you can network with like-minded professionals.

For more information and to register please contact us on 0508 87 87 88 or info@nzfsg.co.nz

Latest news, Property Insights, Business Development, Compliance, Learning,

Latest news, Property Insights, Business Development, Compliance, Learning,

Emma Le Breton Emma Le Breton

Think beyond the transaction

The most successful advice businesses aren't built on transactions. They're built on relationships.

While many advisers enter a client's world through a home loan or insurance policy, clients don't think in product categories. They think about buying a home, protecting their family, building wealth, and creating financial security.

The advisers who recognise this are the ones deepening client relationships, and building stronger, more sustainable businesses.

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Emma Le Breton Emma Le Breton

The KiwiSaver Conversation

Most New Zealanders have KiwiSaver, but many have never received professional advice for it.

Approximately half of New Zealand's 3.4 million KiwiSaver members are invested with a bank-owned provider, and many remain in default or unsuitable funds.

For advisers, KiwiSaver presents a simple opportunity to add value.

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Emma Le Breton Emma Le Breton

The Protection Conversation

We’ve been exploring how advisers can deliver a more holistic advice experience for their clients while building stronger, more valuable businesses through referral partnerships. 

Previously we covered the KiwiSaver Conversation, and just as important, is the conversation around insurance protection.


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Emma Le Breton Emma Le Breton

Building a referral habit

The advisers seeing the greatest success aren't waiting for opportunities to appear - they've built referrals into the way they work. Some simple habits can make a significant difference.


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Emma Le Breton Emma Le Breton

What experience do you need to become an adviser?

One of the most common questions people ask is whether they need financial services experience to become a mortgage adviser (broker) or insurance adviser. The reality is there are many different entry paths. Here we explain …

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Emma Le Breton Emma Le Breton

How to become a mortgage or insurance adviser in New Zealand

How do I become a mortgage broker? - If you're considering becoming a mortgage or insurance adviser, NZFSG can support you every step of the way with training, licensing guidance, technology, and ongoing business support. To help you get started, here are the steps you need to take to become an adviser.

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Emma Le Breton Emma Le Breton

Governance series: Leading with culture

Your governance framework is what turns business ethics into team behaviour.  As a principal adviser, the goal is to shift vulnerability from a compliance checkbox to a lens through which your firm's advice processes and recommendations operate.

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Emma Le Breton Emma Le Breton

The key to building a stronger, more valuable advice business

A successful advice business isn’t built on one-off deals, it’s built on lasting relationships with your clients. By diversifying your service and offering support throughout their financial journey, you can assist your clients in more ways, while strengthening your business at the same time.

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