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

Reach Out – We Will Help You Grow

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Testimonials

Esther Bate

“I love mySol, the people are professional and very respectful. They have wonderful system, governance and awesome crew/staff that promotes your best interest.“

Sarah Hunger

“Being part of the mySolutions team is inspiring, motivating and added so much value to the way our business operates. We get a lot out of the webinars, leadership events and roadshows. The mySol team is like our extended family always there to assist, support and encourage us. They are leaders in the insurance industry with so much experience and knowledge throughout the group and we are so happy to be part of the team!”

Richard Sewak

“Success always leaves clues and as long as you know where you are going you will know what to look for. For our business, it has been the right choice to partner with mySolutions on our journey as they are a team of highly dedicated practising professionals who value integrity, growth and development. The support and training we have received to date have been influential in the growth that we have experienced and we are very grateful for the opportunity to work with some of the leading minds in our industry.”

Tony Vidler

“It was imperative for me to join a group which was progressive and up with the times, where I could learn from other experienced and smart advisers. The weekly seminars are like gold nuggets and can be attended online from wherever you are. Not only do they have in-house experts but there’s also regular presentations from the product providers and other industry professionals. Becoming a member is a no-brainer that allows me to remain independent and receive the best of all worlds.“

Tatiana Rush

“mySolutions has been more than an aggregator to me.  They have supported and encouraged me in my journey as an advisor beyond my expectations. Their belief in your business and their enthusiasm to see you succeed is genuine and heartfelt.  I sleep better at night knowing that I’m under the MySolutions umbrella -particularly under this new regime.  They have made the transition stress free & that means a lot to me as a business owner who is trying to cover all areas, service clients and keep on top of understanding what the new requirements mean for my business & in particular how to proceed and implement these changes.  I don’t know how they have the time to provide such individualised service – I think it comes down to genuine care.”