You have the option of using your own brand, or if you wish you are welcome to use one of our brands in the market place.

Referral Desks

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.

Targeted Training

Personal and targeted education and support. Mortgage to Risk, Personal to Business. Exploring holistic approaches to create a referral network.


Our Directors are experienced and practicing advisers themselves. They make up a panel of mentors to support and grow our members.


Help make your business offering more holistic to your clients. From Insurance, Mortgages, Investment, Accounting to Legal. Helping our clients to get sorted.

Admin Support

We give our advisers access to admin support for them to focus on the important parts of their business, prospecting and client meetings.


We do not take ownership of your clients or their private information. Your clients are owned by yourself and your brand.
It's Building your Business.


Access to a wide range of market leading technology including CRMs, report writing tools, compliant processes and iPad e-docs.


mySolutions is all about the Adviser and ensuring their success in a changing landscape.  Remaining relevant in a compliant world, ensuring you are meeting up with your ideal client and maximising your opportunity to grow your business which means you need to be seen as a true professional.  Advice matters, and backing this up with a robust advice process also means the consumer matters too.  Don’t be put off by the banks or Robo Advice.  Use its limitation as a marketing strategy and dare to be different.  At mySolutions we can teach advisers at all levels of experience, all the soft sales skills needed to face your future markets.  Let’s work together to make a difference in our marketplace

Our Partners


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


Get in touch

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