We now require additional people to join our Wellington and Auckland teams.

Your role will be to meet with people (some generated from our marketing and some through your own endeavours) and work with them to achieve their financial goals. We also have existing clients for you to work with.

We are a rapidly growing financial services business with teams currently in five locations. Our team of advisers provide advice in all areas of financial planning and risk management. Our business is successful because we provide great support and backup to our advisers, and excellent service to our clients.

We provide comprehensive initial and ongoing training (including support for you to complete the Diploma in Financial Planning), full administration backup, research and plan preparation facilities. We will also assist advisers with developing contacts and meeting prospective clients.

You need to be

• passionate about working with people to achieve their financial goals


• a good listener


• intelligent


• interested in working with people


• be comfortable working within a well defined and disciplined system/structure.


• enthusiastic


• self motivated and well organised

Remuneration is on either a base retainer and performance basis, or purely performance based structure. There is no limit to your earning potential. The opportunity is also available to build an asset as you develop your business.