join@finzo.co.nz
204 Karamu Road North, Hastings, Hawke’s Bay, New Zealand

Free Consultation

0800 005 874


FINZO Offering

Unlock unparalleled efficiency,
immense growth and build strong
credibility for your financial
advisory business with our
comprehensive suite of services.


Attain unmatched EFFICIENCY

Daily Admin Support

Let our client service officers handle your daily admin tasks and essential reports. They efficiently manage your operations, freeing up your time to focus on your clients.

Compliance Support

Focus on growing your business while we ensure you meet all regulatory requirements effortlessly with our comprehensive compliance support services.

Marketing Tool Kit

Boost your marketing efforts with our specially curated client review decks and marketing materials which are designed to help you communicate efficiently with your clients.


Attain immense GROWTH

FNZ Custodial Platform 

Securely manage your clients’ assets with confidence using our trusted custodial platform designed to enhance your services for investors.

CRM System

Optimise your client relationships and streamline your workflow with our advanced CRM system, helping you stay organised and focused on client needs.

DIMS Licence

Offer discretionary investment management services with our NZ DIMS license. It allows you to execute transactions efficiently based on pre-agreed strategies, eliminating the need for client approvals.

Investment Committee

Access valuable insights and research from our investment committee to make informed decisions and enhance your advisory services.

Development Conference

Participate in exclusive conferences aimed at your professional growth and self-development, helping you stay ahead in the industry.


Establish strong CREDIBILITY

FAP Licence

Assure your clients their financial advice comes from a qualified, licensed professional with the expertise they need for peace of mind.

B Corp Certification

Reassure your clients of your commitment to social and environmental performance by partnering with us, a B Corp-certified organisation.

CEFEX Certification

Build trust with your clients through our CEFEX certification, showing that you partner with an organisation that adheres to high fiduciary standards.

General Question

What exactly does Finzo offer financial advisers?

Finzo aims to equip advisers with the tools, resources and support needed to enhance their efficiency, grow their business and build credibility.

This is offered through a range of services bundled under one umbrella, such as technology, licensing, research materials and insights from our investment committee, and self-development opportunities through adviser conferences. We also offer support for daily administration, compliance and marketing.

How can Finzo help me save time and focus on my clients?

Finzo offers services designed to improve efficiency allowing you to dedicate more time and attention to your clients’ needs.

Our client service officers can handle daily administrative tasks and generate client reports, freeing up your time. We also provide comprehensive compliance support to ensure you meet regulatory requirements without getting bogged down in the details. Additionally, our CRM system helps streamline your workflow and optimise client relationships, allowing you to focus on your clients and build relationships.

What makes Finzo a credible partner for financial advisers?

Finzo establishes strong credibility through several key aspects. Firstly, we were founded by experienced financial advisers with over 38 years in the industry, demonstrating a deep understanding of the challenges and opportunities within the field.

Secondly, we hold both a FAP Licence and a DIMS Licence, signifying adherence to regulatory standards.

Furthermore, our CEFEX certification highlights our commitment to high fiduciary standards, and our B Corp certification showcases our dedication to social and environmental responsibilities.