Career connect.

To be eligible, you must: 

• Be a New Zealand citizen or permanent resident. 
• Be committed to becoming a financial adviser. 
• Must not have started or have gained their level 5 qualification.

To be eligible, you must: 

• Have a rural community connection.  
• Be a New Zealand citizen or permanent resident. 
• Be committed to becoming a financial adviser. 
• Must not have started or have gained their level 5 qualification.

To be eligible, you must: 

• Be a New Zealand citizen or permanent resident. 
• Be of Māori descent. 
• Be committed to making a career change to become a financial adviser. 
• Must not have started or have gained their level 5 qualification.

To be eligible, you must: 

• Be a New Zealand citizen or permanent resident. 
• Be of Pacific Island descent. 
• Be committed to making a career change to become a financial adviser. 
• Must not have started or have gained their level 5 qualification.

The Rangi Po scholarship is part of our broader commitment to equity, diversity, and inclusion.

To be eligible, you must: 

• Be a New Zealand citizen or permanent resident. 
• Be committed to making a career change to become a financial adviser. 
• Must not have started or have gained their level 5 qualification.

To be eligible, you must: 

• Be a New Zealand citizen or permanent resident. 
• Be 21-25 years of age. 
• Be committed to becoming a financial adviser. 
• Must not have started or have gained their level 5 qualification.

To be eligible, you must: 

• Be a New Zealand citizen or permanent resident. 
• Be committed to becoming a financial adviser. 
• Must not have started or have gained their level 5 qualification.

July 2023 - Josh Los’e (Ngāti Maniapoto), Auckland.

Always looking for ways to upskill, Josh was keen on the idea of helping people prepare for the unexpected, especially given the importance of whanaungatanga (kinship, familial connection) and the sacrifices Māori often make to support whānau.

January 2023 - Marei Chaney.

Marei Chaney is a NZ Silver medallist (Oceania Games), and worthy of a gold star in education. For over 25-years Marei has helped young New Zealanders learn to thrive in school mathematics. Marei’s ability to problem solve also saw her co-found an educational resource business, to support teachers to plan and apply different learning methods. Marei’s move to financial advice provides her with an opportunity to further her own learning and try something new. Marei’s looking forward to applying her skills and knowledge to help increase financial literacy, particularly within the Māori community. 

When we told Marei, she had received the scholarship, she said “Hold on one second, I just need to… Woo hoo! This has absolutely made my day.” 

July 2023 - Nimmi Valia

Nimmi’s a seasoned general insurance professional who is now looking to expand her knowledge and expertise into life and health Insurance.  She strongly believes in the societal benefits of health and life insurance and is keen to champion its uses.

Nimmi's response when she found out she had received the Kowhai scholarship:

 “I am thrilled to have received this scholarship and am looking forward both to the opportunities that it comes with, and to contributing back with my new knowledge.”

January 2023 - Jae Viliamu.

With just shy of 20-years’ experience in the construction industry, Jae Viliamu has mastered the skills of communication, critical thinking, and collaboration, crucial for a career in financial advice. For Jae, people are at the heart of everything he does. Recognised as a leader within both work and community settings Jae is known for his dependable, understanding nature. Jae shows a real empathy for people and a care for helping them improve. Jae’s driven to support New Zealanders and their families to understand the value of financial advice and apply it to their lives. 

When we told Jae he had received the scholarship, he said “I’m so appreciative to have been chosen for this scholarship. Thanks for making the whole experience so welcoming and comfortable.”  

July 2023 - Naveen Bhatia

Naveem wants to ensure that clients get the right advice from the very first meeting. He has been a claims assessor for over 9 years and knows the benefits to the customer when they have the correct insurance cover.

Being a self-starter who prides himself on a high degree of self-resilience, Naveem is confident that he can manage and maintain a big workload and build on this pipeline of business. His understanding of different cultures and disabilities and how they impact people’s lives is something he sees as a strength as a financial adviser.

Naveem is thrilled to be receiving the Rangi Po scholarship -

“I am an experienced insurance professional who believes in upskilling. The scholarship from Fidelity Life means that I can further progress my career. It was quite astounding for me when I first learnt that I have been selected in the career connect program and secured the scholarship. I can now focus on my course not worrying about the cost and help the wider community when job ready.”

January 2023 - Jan Bliss.

Jan Bliss is a qualified accountant and business owner, equipped with financial industry experience and insights. Throughout her career, Jan’s ability to predict problems and find solutions have been instrumental to her generating great customer outcomes. Jan’s guidance approach encourages those she works with to make informed decisions that are personalised to them and their needs. Jan’s determined to help New Zealanders understand the importance of planning for the unexpected and is interested in empowering women to access greater financial security, in all phases of life. 

When we told Jan, she had received the scholarship “Here starts my new career! I can’t wait!” 

July 2023 - Kiri Venkatesh

Kiri previously worked as a key account manager in financial services. Her interest in becoming a financial adviser comes from enjoying interactions with clients and wanting to help them achieve their goals.

Kiri believes that the younger generation is facing challenges due to the cost of living and achieving financial milestones like home ownership much later in life. She believes financial advice can be a way for people to set themselves up for success.

When Kiri found out she had received the Toe Toe scholarship - 

“Very thankful and grateful to be chosen and have the opportunity to access the knowledge and experience that the Fidelity Life team have to offer.”

January 2023 - Jamie Ward.

Jamie Ward is a driven and diligent individual. Currently completing a Bachelor of Arts degree in International Relations and Political Science,. Jamie’s deeply interested in understanding and improving societal needs. Recognising a missing link in financial knowledge amongst younger generations, Jamie’s keen to learn and then share the tangible skills of financial advice. Jamie is an outgoing, caring person with a strong commitment to community service. 

Jamie was a bit lost for words when we told him he had been successful but was incredibly grateful and just repetitively said thank you. 

July 2023  - Chloe Balderstone

Chloe is acutely aware of the personal financial knowledge gap with people under 35 and she wants to change that. Having worked in FMCG for over ten years, she feels equipped with a great work ethic, is able to seek out opportunities and can communicate with a wide range of people.

Chloe’s response when she found out she had received the Paua scholarship -

“Really, really excited to be a part of the Career connect programme and the opportunity to become part of an industry that aligns with my values and my family and help others to bring value to their family. I can’t wait to start!”

January 2023 - To be announced.

Following a successful career as a project manager, the recipient has decided to switch gears and retrain as a financial adviser. Motivated by a desire to help communities, the recipient is driven to change the perception of financial advice from intimidating to accessible. The recipient has an excellent manner with people and a rich awareness of what it takes to help New Zealanders progress.

More details about this scholarship and the recipient will be announced at the end of the year.

July 2023 - Sara Buerki

Helping people and work life balance were behind Sara’s decision to change career from a mental health support worker to start the journey to become a financial adviser.  

Sara’s response when she found out she had received the FMG scholarship -

“When I received the call from Fidelity Life’s Career connect programme to inform me of my placement I was beyond excited. I had been anxiously awaiting the news with my fingers crossed. To be a part of a programme with ample support and opportunities is a huge privilege. Especially to then find out I had been awarded a scholarship from FMG. Thanks to their joint support, I feel even more confident in my ability to dive into this new career with confidence and the knowledge that Fidelity Life and FMG can see my potential. I really look forward to the next few months of learning about the financial services industry and pushing myself out of my comfort zone. I thank Fidelity Life for giving people like myself an accessible opportunity to enter the world of advising through their Career connect programme.”

July 2023 - Alice Perry

Growing up on a farm and now running a 180-hectare farm with her husband means Alice understands rural communities.

Alice’s response when she found out she had received the FMG scholarship

Being selected for the FMG scholarship in the Career connect course is a big privilege and I am super excited to be embarking on this amazing opportunity to forge my career path with the support, industry connections and learning opportunities contained within. I owe a big thank you to FMG and Fidelity Life for this opportunity.

We’ll promote the programme through our networks, online on our Fidelity Life website and on LinkedIn.  

To apply, applicants must be at least 21 years old or hold a graduate diploma.  

Applicants must not have started or have gained their level 5 qualification. 

Provide a confidential referee report (which can’t be from a family member or friend).  

Provide a CV with a cover letter detailing why they would like to work in this profession.   

Each applicant will be assessed against criteria, including the soft skills required to become a successful financial adviser.

The fee for the programme is approx $1650. 

The benefit of Career connect is that we’ll provide participants with additional skills and a training programme, as well as help them build industry connections, at no additional cost. This will help them hit the ground running in their new career.  

Payment is required prior to starting the programme.  Fees don’t include any extensions for courses or additional coaching outside of the programme, or any travel, accommodation or additional costs required to complete the programme.   

No refund will be provided for those who don’t complete the course or their NZ Certificate in Financial Services Level 5 (Life and Health Insurance). Fidelity Life won’t facilitate connections to adviser businesses for those who haven’t completed the programme.   

There are additional costs associated with becoming an adviser. These costs may or may not be covered by you as a business, as a potential recruiter, and should be discussed in the recruitment phase. 

Reach out to your BM to find out more. Once you’re ready to apply, register your business, and in 2 - 3 weeks time, we’ll be in touch.  

We’ll consider the business’ ability to mentor and support the qualified advisers. It’s important to ensure that the newly qualified advisers have systems and processes to follow within your business and they’re comfortable with the role and package offered, to ensure a smooth transition. 

Examples of some of the things to consider are: 

• Your business strategy.  
• Your outlook on adviser succession planning.  
• Your thoughts on new advisers remuneration and how that contributes to building  sustainable careers in advice. 

Complete the adviser business online registration form. We’ll get in touch to learn more about your recruitment needs.  

We can’t guarantee where a successful qualified adviser chooses to work. However, we’ll be working with businesses and the qualified adviser to ensure they’re connected and choose the right organisation to kick-start their career.  

We’ll be using Kaplan Professional, in conjunction with Massey University for our NZ Certificate enrolments.

Similar to a classroom environment, a facilitated online course means that you’ll be guided throughout the Career connect programme by facilitators that will help you to achieve your qualification and successfully complete the course. Online classes are weekly and are a requirement of the course.

At Fidelity Life we’re proud to be a part of the growing the financial services industry. We have access to discounted pricing for your NZ Certificate in Financial Services (Life and Health) Level 5 qualification through Strategi Institute. While you will only pay for course fees, we will provide you with an approved facilitator to support you through your studies in a friendly and engaging online classroom environment. You will also receive an additional 8 online facilitated modules designed to support you to apply your learning practically to give you the best chance of having a successful career as a financial adviser.