BOOK A MEETING

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.

VIEW ALL SERVICES

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.

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.

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.

FIND OUT MORE

A few words from advisers

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 New Zealand

Our business is financial services and we need to maintain a very high degree of professionalism and integrity. The team at FINERGY have been nothing short of stellar in their execution of our client contact functions. They are able to pivot to individual requests in super quick time and are always available. They are extremely focused on our specific requirements and most importantly after three years of partnership we consider them to be an integral part of our business and an asset to our clients.

Kirk Hawkins, CII Group

FINERGY has really been a game-changer for us over the last four plus years. Regular client contact is vital, more so than ever with the introduction of tougher compliance regulations, but in the past was often pushed aside with more urgent tasks. Their easy-to-use platform, content selection dashboard for a regular newsletter, and automated processes for client communications such as annual review invitations or specific campaigns, along with keeping a record of all the above, have made this area of managing a life insurance and mortgage brokerage a breeze. I can't imagine how we did it without you, so thanks again to the whole team!

Jess Wallace

I've been using FINERGY for the last four years and they have always been great to deal with and offer a really professional service. In this age of increasing regulation of Financial Advisers, they have been a key part of me being able to focus on my clients.

Callum Forbes | NZ Financial Planning

FINERGY have been great to work with for our business. They have helped us to automate processes, use technology in a smart way, and communicate with our clients on a regular basis. I would highly recommend them to others.

Kieran Sutherland | CIC Financial

It's an amazing platform to connect with our clients on a daily bases. I would highly their services if you are looking to get a platform to be connected to your clients on a regular bases. Regards Swift Mortgages Family.

Izaz Hussein | Swift Mortgages

We have been using the services of the team at FINERGY for a few years now. They are always accommodating with our requests and the content available is relevant to our industry and provides a wide selection of topics useful to our clients.

Daryl Goodwin | NZOne Group

Great company to deal with and action all requests quickly and efficiently. Would highly recommend them.

Shane Gadsdon | Discovery Financial Services

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.

MEET THE TEAM