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For Advisers

Chatswood offers management consulting for financial adviser businesses. These are focused on the areas where we have the greatest potential to add value to you, leveraging the breadth of sector information we get from our industry data services.

Adviser Business Strategic Planning

Helping advisers to set strategy, and gain and maintain a competitive advantage by thinking clearly about who you wish to serve and how. Sensible and strategic, our planning process is focused on identifying the right next steps, whatever scale of organisation we are working with. An external view helps to challenge your assumptions and right-sizing strategy to match your capability. Common questions addressed include acquisition and disposal challenges, whether to offer digital advice, advice process development, and marketing strategy. Find out more

Advice Process Management

What does good advice look like to you? Each business has its own view of what good is. It is often a struggle, either to articulate that view, or to get agreement within the team so that there is an agreed standard that can be used to manage the business. We love those challenges. I help you discover, understand, and document your vision. The documentation of your vision leads to defining your advice process. It becomes your most reliable adviser team management tool. Find out more

Adviser Business Valuation Service

We offer basic, complex and full sale valuation services. Our valuation service follows a set procedure that works to assist clients with all aspects of valuing a business.  Using our database, we are able to complete the valuation service, provide a letter of advice and offer after-service support. In cases where the expertise of a Chartered Accountancy firm is required we integrate well with an accounting valuation approach. A great tool if you want to prove value so that you can borrow, buy, sell, or offer staff incentives based on valuation. Find out more

Industry News and Training

Keep up to date with the changes across the sector with the most comprehensive review of product, price, promotion, people, strategy, and the legal and regulatory environment. All supported with quarterly training that allows your team time to ask questions and make better recommendations based on up to date intelligence. Find out more

Digital Advice Strategy

For advisers keen to invest in advice automation, we can extend to you the lessons of years of investment and research into the field. The challenge is not to merely digitize your current process, but to crush complexity so clients using small screens stay engaged long enough to seek your advice. Find out more

Advice Benchmarking

An emerging service. Through the advice check service, we compare recommendations with both actual packages bought, standard models for advice, and common advice goals. It allows you to understand in aggregate how your advice business is performing against the market as a whole. Find out more

Annual Review Process

An emerging service. Enhancing annual reviews show that they show clients how their coverage compares to common goals and typical cover amounts purchased. It allows you to provide meaningful and engaging information in annual reviews without lots of manual work. Find out more

Website Review

Here at Chatswood, we work closely with advisers and along the way we have picked up a few common gaps in adviser websites. We thought we would share these findings so that you make your website more useful and valuable to your business. Find out more

 

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Recent Posts

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  • Survival curves
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  • Legal and regulatory update for the life and health insurance sector

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  • J-P Hale on TPD Claim - it takes time, but its worth it
  • J-P Hale on Does social media actually work for financial advisers?
  • J-P Hale on A great TPD claim story
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Better advice business strategy aligns team efforts
Advice process that works
Adviser business valuations underpin better decisions
Industry insights shared
Digital transformation strategy
Building compliant advice guides
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Russell
Russell Hutchinson, MBA, GDipMktg, Director, Strategy, Sales and Marketing Consulting
Kelly
Kelly Pulham, BSR,Business Development Manager  
Fran
Frances Hutchinson, BEng, Database Analyst  
Jerusalem
Jerusalem Hibru, MMktg, BCom, Marketing Officer
Picture 1
Melissa Waddel, Administrator
Rob
Rob Dowler,  BA, BSC, Dip. Bus. Studies (Personal Financial Planning), Compliance Consultant Consultant, industry and compliance
Shaun
Shaun Dowler, BE, PhD, Data Science Consultant
Picture 1
Ed Foster, BA, Data Analyst Consultant
Wanyi Yang
Wanyi Yang, MIntFin, PhD, Financial Analyst Consultant
Screen Shot 2020-04-08 at 1.56.35 PM
Michael Larsen, BA, Consultant

Life and Health Insurers

  • Accuro
  • AIA
  • AMP
  • Asteron Life
  • BNZ Life
  • Cigna
  • Co-Operative Life
  • Fidelity Life
  • Kiwi Insurance
  • Momentum Life
  • nib
  • Partners Life
  • Pinnacle Life
  • Southern Cross
  • Southern Cross Life Insurance
  • UniMed
  • Westpac Life

General Insurers

  • AMP
  • AMI Insurance
  • AA insurance
  • IAG
  • State
  • Lumley General Insurance
  • Marac
  • Southern Cross Insurance
  • Co-op Insurance NZ
  • Cove Insurance

Banks and Credit Unions

  • Medical Assurance Society NZ Limited
  • Pinnacle Life
  • The Co-operative Bank
  • Co-op Money NZ
  • Aotearoa Credit Union
  • NZCU Auckland
  • Rabobank
  • HSBC
  • TSB Bank
  • ANZ
  • Kiwibank
  • Westpac
  • BNZ
  • ASB

Dealer Groups

  • New Zealand Financial Services Group
  • Kepa
  • Canopy Group
  • SHARE
  • Newpark Financial Services

Kiwisaver providers

  • AMP
  • ANZ
  • Aon
  • ASB
  • BNZ
  • Booster
  • Craigs Investment Partners
  • Fisher Funds Management Ltd
  • Generate
  • Grosvenor Financial Services
  • Juno
  • Kiwi Wealth
  • Kiwibank
  • Medical Assurance Society
  • Mercer
  • Milford Asset Management‎
  • NZ Association of Credit Unions
  • NZ Funds
  • OnePath
  • Pathfinder Asset Management
  • Simplicity
  • Smartshares Limited
  • Stables Rodway
  • Summer
  • Super Life
  • Supereasy
  • Westpac

Insurance Advisers

  • Rothbury Insurance Brokers
  • Baileys Insurance Brokers
  • Medical & Health Insurance Brokers Ltd
  • Crombie Lockwood
  • Barnes Jenkins Insurance Brokers
  • AON
  • Lifetime
  • New Zealand Employee Benefits
  • Abbott Insurance Brokers
  • The Insurance Brokers
  • SP Insurance
  • Apex Advice Group
  • NZ Advice Group
  • Brave Day Insurance Advisers
  • Spratt Financial Services
  • LIFE-TIME Financial Group
  • One50 Group Ltd
  • Amicus
  • Finluca Life & Health Insurance Advisers
  • Ease Insurance
  • SHARE
  • Rethink Group
  • Aurora Insurance
  • Plus4 Insurance Solutions
  • Adelphi Insurance
  • Phoenix Adviser Group
  • AdviceFirst NZ Financial Advisers
  • PIC Insurance Brokers
  • Premier Life Brokers Ltd
  • Custom Financial Solutions

Mortgage Advisers

  • Mike Pero Mortgage brokers
  • Mortgage Solutions
  • Adam Parore Mortgages
  • Approved Mortgage Brokers
  • New Zealand Homeloans
  • ADVOCO Mortgages & Insurance
  • Mortgage Express
  • Advanced Mortgage Solutions
  • Squirrel Mortgage Brokers
  • Lifetime
  • LJ Hooker
  • iRefi
  • The Mortgage Supply Co
  • LoanPlan Mortgage Brokers Auckland
  • Prosper Group
  • Nido Group
  • Apex Advice Group
  • Mortgage Link Auckland
  • Keystone Advice Group
  • Professional Financial Group Ltd
  • Mortgage Managers
  • Mortgage Group
  • INNOVEST
  • The Advice Group
  • Lime Group

Industry Organisations

  • Financial Services Council
  • Health Funds Assoc
  • Shape of Money
    Good Adviser Site
  • NZ Bankers Association
  • The Financial Services Federation
  • Insurance brokers association of NZ
  • Australian & NZ Institute of Insurance & Finance
  • Insurance Council of New Zealand
  • Office of the Retirement Commissioner
  • Sorted
  • Co-op Money NZ
  • Insurance and Savings Ombudsman
  • Financial Advice New Zealand

Government Financial links

  • Financial Adviser Code Committee Site
  • Government's Business Site
  • Parliament
  • NZ Legislation
  • Financial Markets Authority
  • ETITO
  • New Zealand Treasury
  • Reserve Bank of New Zealand
  • Ministry of economic development

Actuaries

  • Davies Financial & Actuarial Ltd
  • Deloitte
  • Melville Jessup Weaver
  • PWC

Archives

  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020

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