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: