Are you undertaking regular KiwiSaver reviews?

Client KiwiSaver reviews are often pushed to the backburner, especially if they are a lengthy manual process. Are you disadvantaging your business more than you realise by not doing them?  Revisiting a client’s details, risk profile and KiwiSaver contributions whilst reassessing their current KiwiSaver plan and providing a trail of this can seem like a daunting task. It can seem as though you are starting from the beginning with a client, but it doesn’t have to be time-consuming and undertaking a review has several benefits.  The benefits of regular KiwiSaver reviews   Relationship building and client [...]

2022-12-01T00:40:44+00:00September 20th, 2022|

5 reasons your business could benefit from our KiwiSaver Boxed solution

Our KiwiSaver Boxed solution offers many benefits to financial advisory businesses. Read the top five benefits below: One: Save yourself some time: Auto-generated projections, direct feed of fees and returns with easy comparisons, plus integrated fact sheets and links to product disclosures. Two: Simplify compliance and disclosure: Built in steps to make sure you are ticking all the boxes and record keeping ensures you can demonstrate you are acting in the clients’ best interests. Three: Cloud-based for easy access - anywhere: Ensure you and your team give quality, personalised and consistent advice with client information and history accessible from wherever [...]

2022-12-01T00:40:25+00:00April 7th, 2022|
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