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The financial advice sector in New Zealand is undergoing a generational transformation – and NZFSG is leading the charge

WITH A strategic focus on innovation, adviser empowerment and regulatory leadership, NZFSG has positioned itself at the forefront of a client-centric, future-ready industry. As technology reshapes adviser operations and regulation sharpens the focus on client outcomes, NZFSG is responding with bold investment and unwavering support for its adviser community. “We’ve deliberately invested in the pillars that matter – technology, compliance leadership and adviser support. Today, our network is stronger, more connected and better equipped than ever before to provide better customer outcomes,” says NZFSG CEO Baden Martin.

As New Zealand’s leading adviser network with over 20 years of experience in mortgage and insurance distribution, NZFSG empowers advisers with the widest range of quality support services in the market. With a focus on innovation and excellence, NZFSG is committed to helping New Zealanders secure their financial futures.

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“We’ve deliberately invested in the pillars that matter – technology, compliance leadership and adviser support. Today, our network is stronger, more connected and better equipped than ever before to provide better customer outcomes”

Baden Martin, NZFSG

Over the past 12 months, NZFSG has rolled out a series of time-saving innovations in its industry-leading client management system, MyCRM, including:

Driving adviser success with purpose-built technology

Published 09 Jun 2025

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“Our mission is clear: to strengthen every link in the adviser community”

Baden Martin, NZFSG

Adviser Insights reporting compliance-by-design workflows Voice to Notes transcription technology rollout of the interactive Deal Board giving advisers a clear, customisable view of their pipeline at a glance

These tools are designed to boost operational efficiency while allowing advisers to deliver highly personalised strategic advice. This is innovation with intent – supporting advisers to scale sustainably.

With a commitment to keeping advisers and their clients safe, NZFSG provides global IT infrastructure and client data security that meets the highest certification standards. Additionally, the group offers cyber awareness and education programmes to enhance security across its network.

Regulatory confidence through the Advice Assurance Framework

NZFSG’s Advice Assurance Framework (AAF) remains a key industry differentiator. Evolving in tandem with regulatory expectations, the AAF has delivered over 7,000 reviews in the last 12 months across advice files, CPD plans, BCPs and websites – driving significant quality uplift and compliance confidence across the network. The Customer Outcomes and Distribution teams have also been strengthened to ensure advisers receive expert guidance tailored to today’s evolving challenges. Relationship managers conduct regular reviews with all authorised bodies under the NZFSG licence to gain a full picture of their businesses. These reviews help ensure advisers remain aligned with regulatory requirements, operational best practices and exceptional customer care.

“AAF is not just about meeting the rules – it’s about setting the standard,” says Martin. “We're helping advisers do more for their clients.”

Recognition and collective impact

NZFSG was recently named Aggregator of the Year at the 2025 New Zealand Mortgage Awards – a milestone that reflects the collective dedication of the network to delivering excellence at scale. As New Zealand’s largest adviser network, NZFSG wields a powerful collective voice. Through the CEO Advice Forum and strategic industry partnerships, the aggregator has secured a strong voice for advisers at the policy table, influencing regulation not just reactively but proactively. Its advocacy is grounded in

practicality and guided by a future-focused ethos, ensuring advisers influence change from a position of strength. The network also fosters growth through business-to-business referral partnerships and a vibrant calendar of networking events that connect advisers nationwide. “Our mission is clear: to strengthen every link in the adviser community,” adds Martin.

Growing the next generation of advisers

New advisers are set up for success from the very start, with tailored, high-impact support that aligns with their individual business models and aspirations. Whether operating under the NZFSG licence, their own FAP or within the branded Loan Market network, advisers have the freedom to choose the structure and support that best suits their goals. Each new adviser is guided through a personalised journey to success. The cornerstone of this is MyInduction – a comprehensive programme designed to do far more than tick boxes. It delivers bespoke training,

one-on-one coaching and ongoing professional development for advisers at every stage, from newcomers to seasoned professionals. MyInduction is about more than just onboarding – it’s a launchpad for lasting success. Since its launch in 2024, over 185 advisers have gained not only practical skills and confidence but also the strategic tools to grow and thrive in a competitive market. And the support doesn’t stop there. Ongoing mentorship from dedicated relationship managers and access to expert business coaching ensure that every adviser continues to evolve and succeed over the long term.

Creating a brighter financial future

“Now is a good time to be an adviser,” says Martin. “With clearer pathways, better tools and a stronger community, we are building something exceptional. We’re proud of how our network has led through change and how we continue to raise the bar for financial advice in New Zealand.”

NZFSG’s big win

Trusted by New Zealand’s largest community of financial advisers Experience and scale to deliver maximum benefits to advisers and their clients 1 in 3 Kiwis secure their home loan through the NZFSG network 60,000+ clients helped each year to get ahead financially An assertive industry voice for advisers New Zealand’s largest and most dedicated adviser support team

NZFSG: Empowering advisers for success