Well, it’s certainly been a wild start to 2023!
With many areas across the country hit by wild weather over the last month, we hope you, your family and your customers are safe and well.
No it’s not a typo... a quinquagenarian is a term used for someone in their 50’s. Bet you can’t say it out loud!
This year we’re celebrating 50-years as a successful homegrown NZ business. We’d like to say thank you for helping us get here. Financial advisers have been fundamental to our success so far.
After all, we were founded by adviser, Gordon Watson, and his wife Shirley, under the motto “for advisers, by advisers”.
Hear from our CEO Melissa Cantell and Chief Sales and Services Officer, Bronwyn Kirwan about our 50th, what’s going on in our industry, and what’s coming up for advisers over the course of 2023.
Seeking growth through referrals? Our referral request templates help you leverage your loyal customer base to connect you with new customers.
Check them out.
The first Career connect course kicked off on 15-February 2023 and we’re pleased to announce this intake’s scholarship recipients. Find out more.
Career connect is Fidelity Life’s commitment to ensuring that NZ's financial services industry continues to flourish by attracting, training and connecting the next generation of financial advisers.
“I knew I had more in me but was unsure how to access it.”
Jacob Mataiti
Outward Bound courses help equip New Zealanders with the skills of resilience, connection and compassion, needed to thrive in life.
Each year, our sponsorship enables 5 advisers and 20 diverse students, to learn and develop these skills, so they can give back to their New Zealand communities over time.
Hear from our first scholarship students on their transformative experiences at Outward Bound.
Start reading.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
With Engage 2023 (and all its exciting announcements) in the rear-view mirror, we hope one thing is clear: we’re lifting our game for you. We’re committed to doing better by you, our adviser community – now it’s time for us to deliver. In this issue we’ll be highlighting some of the steps we’re taking to make your life easier. You can read about our range of new adviser-first features, learn more about Adviser edge, and see us stick to our promise of showing you service turnaround times. This is your October update.
This month we’re celebrating our inaugural Career connect graduates, reflecting on our first year of sponsorships, and bringing you some key news from around the business. This is your August update.