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Our Strategic Partnerships with nationwide companies assist us to give your business quality client referrals around NZ.  Our Client First Smartphone App is available on all devices, Apple, Android, Blackberry and windows phones.  It is a tool used by strategic partnerships to refer new clients to our advisory practices quickly, and to promote strategic partnerships in your local area.

If you would like to become a Member or Strategic Partner of Client First and would like to explore the benefits our group and other strategic partnerships can provide please contact us.

BUILDING INDUSTRY STRENGTH THROUGH STRATEGIC BUSINESS PARTNERSHIPS

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.

STRENGTH IN NUMBERS

Client First leverage strength in numbers to deliver nothing short of the best deals for our advisers, partners and their clients.

Making money, saving money and contributing to a brighter future for all involved.

JOIN US

TAKE THE NEXT STEP

Our Adviser Development Team can have a confidential phone call with you, answer any questions, before you get a membership application to join our network. The Adviser Development Team help create a business around you by linking you to our strategic partners, software, tools and local marketing plan.