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Professional Development Training days that you have the option to attend, enjoy and become a true professional in your field.  Enjoy and be inspired by, surrounded with people that think the way you do… ethically and responsibly, and professional.  Share experiences, ideas and support others to enjoy working in financial services and all it has to offer.

Practice development support provided by a market leading best practice model.  Proven high profit Master Practice value proposition that creates new sources of self generating leads.

 

We want to talk with you if you are ethical, motivated, and willing to become an expert

  • New to the Industry
  • Young Financial Adviser
  • Mature Advisory practice
  • Accounting Business adding Financial Advisory Services

FUTURE PROOFING INSURANCE

As a group, Client First aim to educate and help to future proof the investments of our clients by offering genuine advice for policies which ensure they’re covered.

GROWING RELATIONSHIPS

By operating as a group, we secure market share which allows us bargaining power with insurance companies, ensuring our advisors get paid fairly and their clients get the best policy, best advice and best price.

KIWISAVER

Client First are a network of investment analysts, offering better rates and returns for our clients collectively by sharing resource exclusive to Client First members which help smart Kiwisaver investments.

TECHNOLOGY

Technologically Client First advisors are unparalleled. We have access to state of the art software exclusive to our group which means your process is shorter, smarter and client acquisition more simple.

ADVISER DEVELOPMENT

Whether you’re an accountant, financial planner, contractor or a business owner looking to add to your client offering, we’re confident we can work together to get you and your clients the best deal.

Learn More About Us

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.