The Referral Desks

While advice becomes more specialised and siloed, businesses and consumers increasingly want a one-stop shop that meets all their advice needs. Whether you are an insurance adviser, mortgage broker, investment adviser, accountant or estate planning specialist, you could miss out on clients if you are unable to offer a complete business case or financial plan.

That’s where we can help. MySolutions advocates a “Family Board”, with various specialists collaborating to provide a complete strategy and range of professional services to a family or SME. We believe this approach will help Kiwis get better advice and ensure their hard-earned wealth is protected.

This can only work if you are connected to professionals you know and trust in other advice spheres. MySolutions can introduce you to skilled and experienced advisers who can support your clients on everything from trauma insurance to tax planning. We can also help you grow your client base by including you in our referral network and providing you with business and marketing support.

We have access to: 

Business Consulting
Desk

How many times have you met a Business Client who has complex needs, and you don't know where to start.

Fire and General
Desk

How many times have you met a Personal or Business Client who has Fire and General needs, and you don't know where to start.

Insurance
Desk

This is for our non-risk advisers who recognise that their clients have risk needs. You specialise in doing what you do well and then refer your clients to a fellow specialist.

Investment
Desk

Investment Advice is an area of speciality. mySolutions has a group of AFA's Nationwide to assist your client with their FInancial Planning needs.

Locum
Desk

This is for Advisers to refer to our professional networks. You specialise in doing what you do well and then refer your clients to a fellow specialist.

Marketing
Desk

This is for Advisers to refer to our professional networks. You specialise in doing what you do well and then refer your clients to a fellow specialist.

Mortgage
Desk

How many times has a Client gone to the Bank for a mortgage, only to be cross sold Insurance that is either inappropriate or causes a claw back?

Professionals
Desk

This is for Advisers to refer to our professional networks. You specialise in doing what you do well and then refer your clients to a fellow specialist.

CONSIDERING MEMBERSHIP

To request a membership pack or to find out more information, contact us today!

FIND OUT MORE

Upcoming Events

Friday, 7 June 2019 10:00 to 14:00
Friday, 14 June 2019 10:00 to 14:00
Thursday, 20 June 2019 10:00 to 14:00

Get in touch

  • 59 Apollo Drive, Albany,
    Auckland 0632
    PO Box 302-688, North Harbour,
    Auckland 0751 
  • hello@mysolutions.nz
  • 0800 mySolutions (697658)
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