An Assurance Programme that keeps you safe.
At NZFSG, we aim to take the stress away and empower advisers to operate with confidence in the new regime. Our Assurance Programme provides full compliance support, with everything you need to stay safe and get on with doing what you do best.
Total compliance
and safety.
Review and support around advice files
Regular client reviews provide you with feedback and support to ensure you are meeting your duties and obligations.
Centralised complaints handling
Support and advice to provide the best possible customer outcomes and protect your reputation as a trusted adviser.
Best practice advice processes
Our compliance-by-design approach in MyCRM converts your compliance requirements into a better client experience.
Education programme
To ensure resources are accessible to you at any time - including compliance induction training & ongoing education on key risk & compliance topics.
Business coach
Dedicated to supporting you to meet your obligations and stay ahead of the changing regulations in our industry.
Go for Green
Our Assurance Programme supports and celebrates advisers committed to enhancing business practices and achieving optimal customer outcomes. Here, advisers from our network share their insights, tips and experiences on what it means to Go for Green.
Don’t just take our word for it.
“
NZFSG provides all the systems, CPD logging tools, policies and processes to enable advisers to operate and comply in the modern world – and to successfully manage client business with product providers.
Stephen Clarke
S & J Clarke Consulting Ltd
Mortgage Consultants
