027 669 9920

Simple solutions to support quality
financial advice.

Time savers and game changers

Marketing and communications solutions designed to help financial advisers do more of what they excel at - helping Kiwis make informed financial decisions.

eNewsletters

Designed specifically for financial advisers, our Time Saving eNewsletters give advisers access to hundreds of articles and advice-relevant content, attractive eNewsletter layouts and financial-advice marketing know-how.

Servicing Communications

Drive efficiency and excellent client experience with automated client-servicing communications. For annual reviews, home loan health checks, fixed-rate expiries, risk profile checks, KiwiSaver reminders - the list goes on.

Websites

Websites designed and built by marketing folk who understand the advice message. Beautiful design, compelling content and smart tech for single-page websites, bespoke systems, and everything in between. 

Social & Campaigns

From building brand to creating opportunities, our digital media campaign services are powered by a deep understanding of financial advice. Whether you're growing your social profile or reaching out to specific audiences, we can help.

CLIENT eNEWSLETTERS

Relationship, Retention, Referral.

Strengthen your client relationships and highlight your advice expertise. A quality client eNewsletter keeps your name top-of-mind, highlights expertise, drives referral and supports retention.

WEBSITE DEVELOPMENT

Time for a digital makeover?

From single page websites to bespoke systems, and everything in between. Stand out, be seen and convert your website visitors into clients. Watch our quick video and get in touch for a complimentary scoping session on your website requirements.

AUTOMATED CLIENT-SERVICING COMMS

Efficiency and excellent client experience

Like to save time, drive efficiency and complement your personal advice services and contact processes? For annual reviews, home loan health checks, fixed-rate expiries, risk profile checks, KiwiSaver contribution reminders - the list goes on.

A few words from advisers

A healthy dose of passion for what advice can bring to life. Here's a taste of what FINERGY brings to the table.

In a nutshell, we believe in quality financial advice. We’ve been working in financial services communications for eons, and know the value of good advisers and what they can help make happen for Kiwis. It’s good stuff, and we’d like to help more advisers do more of what they’re great at - helping New Zealanders make informed financial decisions.

The role we play in that bigger picture is simple: quality marketing and communications that: (1) support strong adviser-client relationships, and (2) create opportunities for more Kiwis to engage with quality financial advice. Like to find out more? We welcome you to meet the team or get in touch today.