With rapid growth in the KiwiSaver market, clients are looking for tailored advice across their KiwiSaver and non-KiwiSaver assets to achieve their overall investment goals. Hear from advisers who have made the switch to KiwiWRAP.
“KiwiWRAP has been an absolute win-win for both our clients first and foremost, but also our business. Through KiwiWRAP we now have the ability to provide tailored and optimal advice pertaining to client’s KiwiSaver funds.”
Rosemary Hopcroft – Tailorednz
“KiwiWRAP is the utmost 'state of the art' KiwiSaver experience and proposition for retirement planning in the New Zealand market, allowing the best opportunity for optimum growth from many and wide investment choices. We recommend KiwiWRAP to all colleagues”.
Alistair Bean – Alistair Bean & Associates
“We now have control of our clients' investment mix and the underlying securities for each of their KiwiSaver portfolios — and they are all different. It is no longer a one-size-fits-all approach.”
Jared Campbell – phwealth
“KiwiWRAP advertising and promotion have led to me securing new clients. It’s a unique offering that gives advisers a real point of difference in attracting new clients looking for something different.”
Joel Robinson – Radical Investment
Hear from Jeremy Simpson from Hamilton Hindin Greene on his experience with recommending KiwiWRAP to his clients.
Malcolm Harrington
General Manager – Client Relationship and Marketing
E. malcolm.harrington@consilium.co.nz
P. 022 081 7697
Ben Brinkerhoff
Head of Advice
E. ben.brinkerhoff@consilium.co.nz
P. 021 557 586
Vivecca Robinson
Senior Business Growth and Relationship Manager
E. vivecca.robinson@consilium.co.nz
P. 021 235 5655
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