With the constantly changing landscape for “independent financial advisers” you may be feeling it is time to review your affiliations.  Perhaps where you sit now no longer represents your interests.

Now could be a good time to look at alternatives – like the Planet Group.

The Planet group is large enough to count with insurance and investment companies but small enough to value every member of the group. We have been established longer than any other group and offer equal ownership opportunity - a cooperative model where all shareholders are equal in value and voice.
By being selective in who we allow into our group we have retained a feeling of family – a collegial atmosphere.
We operate with the minimum of costs so we don’t need to ‘clip the ticket’ giving maximum remuneration to advisers.
We also believe in returning as much revenue as possible to members by way of subsidies for such things as office systems (CRMs etc.), Compliance Audits and reviews, lead generation etc.

There is no joining or ongoing fee to belong – you just need to be the right fit for our group.
For more information about our group please see our website; www.theplanetgroup.co.nz ]

If you are interested in finding out more, you can call one of our directors whose details are listed on our website, or our General Manager, Keith Walter on 09 929 4914 keith.walter@theplanetgroup.co.nz