Working with Footprint

Advisers

You’re experts in what you do. We’re experts in what we do.
Let’s work together!

Financial advice in New Zealand is changing. The new regime can be summarised into four main categories: the Financial Service Legislation Amendment Act, new code of conduct, new disclosure requirements and new registration requirements. To learn more about the new regime click here

Providing good quality financial advice that encompasses the immediate and future needs of clients is nothing new to discerning financial advisers. Having the ability to provide evidence of client-centric advice, moves from being best practice to an absolute necessity, so it has never been more important to partner with the right people.

At Footprint, we take the responsibility of looking after your clients seriously. We understand when you refer your clients through to us, we are also representing your brand, business and standard of professional quality. We never lose sight of this and work hard to create superior products, services and experiences.

There are a number of benefits to you and your clients by choosing to work with Footprint;

Advisers

  • We provide you dedicated support, a main point of contact for any questions or requests
  • We look for ways we can add value and help you drive new business opportunities
  • We provide you with your own online referral portal, giving you evidence of all your previously referred clients
  • We offer progress reporting to help you keep track of your clients who’ve completed a Will
  • We give you the opportunity to participate in exclusive campaigns

Your Clients

  • Receive between 15-17% off our products, because they were referred by you
  • Have 24/7 access to online Will making facilities and information
  • Have access to industry expertise and support. Between Footprint and our sister company Perpetual Guardian we have over 130 years of industry experience
  • Can call one of our service consultants to ask questions and get any help they need
  • Have their Will reviewed by a professional Will Drafter
  • Have access to unique products that are not available anywhere else in New Zealand

Signing up with us is easy, register today or get in touch with us and we will help you get the ball rolling.