Digital marketing for NZ financial advisers

Creating Conversations - that’s our motto. We’re here to help financial advisers do more of what they excel at - helping New Zealanders make informed financial decisions. How? With quality marketing and communications solutions.

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How do you build long-term business value?

The answer is simple, right? Take superb care of your clients and help more Kiwis with quality advice. But while the answer may seem simple, time in an adviser’s day is short and the list of responsibilities long. And that is where we can help.

Our solutions, designed specifically for financial advisers, will help you own your client relationships, create more advice opportunities, save time and cover-off communications compliance. Sound good? Read on for more information.

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Discover our services

Creating long-term business value. View our marketing and communications solutions for financial advisers here.

  • Client Connection

  • Prospect Creation

  • Social Media Presence

  • Video & Content

  • Website Development

Book a complimentary consultation today. Like you, we start with a needs-analysis. We offer a complimentary consultation: a conversation about your advice business and what’s important to you - your priorities, goals and pain-points – after which we’ll recommend services relevant for your needs.

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Supporting strong ongoing relationships

Connecting with clients on an ongoing basis, being there at important moments and top-of-mind when needs arise, and of course, sharing knowledge - three important ways quality communication solutions can support your client relationships.

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Working with us

Like to hear from those who know? Here are a few comments from our adviser clients about working with FINERGY.

FINERGY provides a modern, relevant and engaging marketing and communication service to our organisation. They have a depth of knowledge in the financial services sector, which has allowed us to be key communicators to financial advisers, policy makers, regulators, stakeholders and the public.

Katrina Shanks, Financial Advice NZ

Working with FINERGY has been great for our business. We get loads of good feedback about the content we are putting out, and getting the automated systems in place was exactly what we needed to run more efficiently as a business. The team are responsive in helping us implement any new ideas we have as well. I would definitely recommend a chat with Michelle and the team about how they can help you.

Kieran Sutherland, CIC Financial

FINERGY provides a modern, relevant and engaging marketing and communication service to our organisation. They have a depth of knowledge in the financial services sector, which has allowed us to be key communicators to financial advisers, policy makers, regulators, stakeholders and the public.

Katrina Shanks, Financial Advice NZ

Working with FINERGY has been great for our business. We get loads of good feedback about the content we are putting out, and getting the automated systems in place was exactly what we needed to run more efficiently as a business. The team are responsive in helping us implement any new ideas we have as well. I would definitely recommend a chat with Michelle and the team about how they can help you.

Kieran Sutherland, CIC Financial

Book a call here