How We Help
Being sales and insurance professionals, we know what rejection feels like. We understand your world and have developed systems, ways of thinking and practice that will help you overcome and endure as we do. We use our diverse personal and professional experiences to help others adapt to the inevitable and constant in our industry.
As a member of mySolutions, you will get the best training and business support available in the industry, from those at the coalface. We combine our experience with the best ideas from industry experts and blend old-school knowledge with the new-school methods and leading-edge technologies.
Wherever you are in New Zealand, we can work collaboratively with you to support your advisory business and help find simple solutions to complex problems.
Member Benefits
Ownership
Your clients are owned by yourself and your brand. We do not take ownership of your clients or their private information.
Professional Development
Personal targeted education, mentors who can support you to grow and specialised events throughout the year.
Business Essentials
Helping you run your business smoothly by providing a range of essentials, from admin support to special deals with CRMs, FDRS, PI cover and research tools.
Compliance Support
Support to keep you compliant, from Newsletters, Code of Conduct and Internal Complaints Process and Register.
Processes
Helping you with your sales process, providing an end to end paperless client focussed system and digital forms.
Tracking Documents
Our tracking documents are designed to help you be accountable for your activity and highlight areas for improvement.
Unique Offerings
Help make your business offering complete, from breaking into the SME market to Insurance, Mortgages and Investments.
Adviser Recognition
At mySolutions we like to recognise growth, hard work and good ethical business practice. Ask us about our Annual Business Awards