Powered by expertise in financial advice marketing

TIME FOR A DIGITAL MAKEOVER?

Bring the value of your advice to life, online.

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.

BOOK A SCOPING SESSION

Where are you in your online journey?

Whether you're starting out or taking the next big leap in your online and digital journey, take us up on a no-obligation scoping session to define your next move.

Getting started

In the early days of your advice business? Get your online presence sorted with our Starter Website programme: a highly cost-effective single-to-six-page website, with great design and content, that can evolve as your business grows.

Growing your business

Been in business for a while but your digital presence could do with a makeover? Whether it's time to turn your website into an integrated engagement tool, or you simply want to refresh your representation online, talk to FINERGY.

Adviser groups

Looking for a partner that understands the importance of representing your Group, as well profiling your advisers? That's us. Brand consistency, adviser needs, marketing efficiency - we can help you design the right approach for your Adviser Group.

Bespoke tech

Like to take your web presence to the next, next level? Looking to integrate bespoke or other platforms for business efficiency? With our design and development partner, nero motion, the sky's the limit. You imagine; we'll bring it to life.

BOOK A SCOPING SESSION

Why FINERGY?

We 'get' financial advice.

We have eons of experience in financial advice marketing. Why is that important? You don't need to school us on your audience, the information and messages you need to convey, or the compliance considerations you need to address. We hit the ground running whether you're building a simple single-page website, or revamping your tech stack.

From single-page, to advanced bespoke tech.

We work with new advisers getting their business off the ground, through to larger businesses reassessing their online presence and digital tools. Most importantly, we build to your needs and objectives.

Powerhouse of expertise.

In partnership with nero motion, our design and development partner, we offer our clients access to a leading set of skills and expertise. Brand design, animation, AI, integration, UX and UI - you name the skill set or acronym - if your project calls for it, we'll bring it to the table.

What advisers have to say

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

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

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

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

Shane Gadsdon | Discovery Financial Services

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

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