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ABOUT US

Client First is a group of independently owned non-aligned professional financial advisory firms, strategic accounting partnerships and other strategic client partnerships.

Client First is a nationwide network of trusted advisers that put their clients interests first.  Access to leading quality advice, product research, and practice mentors. The Client First group is designed to link our stakeholders with ethical business practices that generate increased practice value.

CLIENTS FIRST

We simply put our clients first, as a group we have the power to overcome any pressures of any affiliate insurance companies as we’re not tied to any. This strength is a part of the overall business model which makes up Client First.

RESPECT

We respect each others professional integrity and independence, Client First is a facilitating brand which promotes individuality, sharing a wealth of knowledge and resource to our group members.

PROFESSIONAL

We make a conscious effort to audit the work of Client First members ensuring deliverance of nothing but the highest level service. As a part of our group, you agree to our morale, rules and most importantly, you believe in our mission.

OUR PROCESS ALLOW YOU TO HELP MORE CLIENTS IN LESS TIME

Financial Benefits

We fund this by aggregating product partner training allowances and development grants not accessible to smaller practices, these range from 5% - 35% of new insurance premium or loan products from our product partners. This extra revenue pays for practice development tools and services that all advisory practices need to operate efficiently, profitably over the long term.

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Adviser Development

Whatever your experience level, standard or we have market leading best practice training and tools, templates and documented business processes that you can apply adapt or adjust to fit your business .

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Strategic Partnerships

We have a group team dedicated to introducing new Strategic Partnerships with local & nationwide companies to work with our group of advisers around NZ.

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BECOME AN ADVISER.

At this time it is free to join our Client First as a member or strategic partner. This won’t last long so if you’e thinking of becoming an advisor, get in touch today.





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