Unlock your full potential.

Over the last 12 years, Finsure has become one of the fastest growing aggregators in Asia Pacific, providing maximum value and helping advisers achieve their goals.

We have achieved this success by getting to know our adviser’s needs, the nature of adviser success and gaining an understanding of how we can support our network members to become some of the best in the industry.

In speaking with our partners in New Zealand, we’ve identified the need for a holistic and comprehensive aggregation solution for Kiwis and have created some award winning services to bring to the table.

Explore our site to see the tools, the technology and the team that will help you ultimately build your own successful advisory business.

Onboarding Process

 

Step 1

Get in touch with our team by completing the online form or by emailing admin@finsure.co.nz

 

Step 2

A member of our dedicated business development team will send you the relevant onboarding forms and help you complete them.

 

Step 3

Our broker onboarding team review the forms then process and finalise your accreditations so that you can get started as soon as possible.

Leading CRM

Automate tasks, management workflow and manage customer relationships through our market-leading Infynity CRM.

Marketing Support

Build your brand and attract new clients by utilising our personalised marketing service. Click the button to learn more!

Compliance

Compliance is an increasingly complex area, which is why we’ve got a team of people here to help with the heavy lifting. Click below to find out more.

Training & Education

We offer an extensive range of education and training to set you on the path to success, including webinars and professional development days.

Jenny Campbell
Country Manager New Zealand

Jenny is a familiar face to many in the NZ adviser community. She has spent 20 years in the mortgage sector, firstly as a broker, and a lender, then moving into the leadership of our industry professional bodies.

Having also owned and managed her own adviser groups, Jenny comes with a wealth of contacts and experience in the mortgage space. Jenny also is known for her energy and positivity and is a relentless cheerleader for the NZ adviser community. She is excited to be leading Finsure NZ, and will be pleased to show you what a world class adviser group and support network looks like!

Get in touch with Jenny today.

What makes our service so great

Expert Mentors
Flexible Pricing
Personalised Training
Market-Leading Support

Speak to us today

We are ready to answer any questions you may have! Complete the form or get in touch using the information below.

 

Phone
0800 FINSURE (0800 346 787)

Email
enquiries@finsure.co.nz

Office
2nd Floor / 9 Huron Street
Takapuna Auckland 0622