Our reason for being

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.

Meet the Team

Working with us

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

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

Loving the new FINERGY platform, you guys have really worked hard on this and it is terrific. The content is current, reader-friendly and relatable to our client base. It’s a joy to pick articles that we feel would resonant with clients via social media and our regular newsletter.

Jess Wallace, Wallace Insurance