Member Benefits - How we help you grow

Unique member offerings

  • Unique group medical scheme - Exclusive SME group health and group life products. For businesses with just 5 staff mySolutions members can put in place guaranteed acceptance group health or group life for there SME clients. These are unique offers exclusively available to mySolutions members.

  • New Adviser Academy - Designed by long-standing experienced advisers to build knowledge, skills & experience for long-term success.

  • SimpleWills - Online service that provides a cost-effective way to write a Will. A potential revenue source for advisers and great service offering for your clients.

  • Fire & General Referral Programme - Tower referral online portal with approx. 10% ongoing commission on any product sold.

  • Next Steps Programme - Online training modules available for you to grow your business & sales team.

  • Discounted Fuel Offering

Mentoring, Coaching & Growth-driven Development

We believe in sharing knowledge, skills and business tools to help the industry thrive.

We have helped hundreds of advisers over the years, in various stages of their business growth, from start-ups to matured. Everyone can benefit from shared experiences to get their business to the next level.

When you are part of mySolutions, you are part of our family, and we want to see you reach your greatest potential.

Specialised Events and Awards

  • Weekly webinars | Business case studies

  • Quarterly roadshows

  • New Adviser Training Academy

  • New member induction

  • Business Insurance Masterclass

  • Women in leadership

  • Business leaders retreat

  • Annual business awards to celebrate business excellence

Tools that make it easier to run your business

Designed to help advisers highlight the areas they need to improve and pay more attention to, including:

  • myDashboard - track monthly activity, know at a glance how your business is performing

  • myCPD - plan and track tool to set training objectives and easily log your CPD

  • Online simplified needs analysis and report writer

  • 90 day plans - designed to help you focus on the right tasks with an end-goal in mind

  • Complaints process & register - simple process to track complaints

  • GAP reports - for new advisers to log their activity and report back to their mentor / adviser

Business Essentials & Discounts

  • Competitive PI & liability cover through Quadrant (members receive a discount)

  • Dispute resolution discounts with the 3 major providers (FSCL, IFSO, FDRS)

  • Research tool discounts (Quotemonster, Strategy & Iress Risk Researcher)

  • IT Provider discount (Minitech)

  • Compliance support discounts (Strictly Business, Compliance Refinery, The Compliance Company)

  • Cumulo9 Signature - discounted rate for email signatures / read receipt

  • CSC Business Discount Card

Essential Communications

  • Weekly Newsletter (for advisers) - This is our primary source of communication with members on upcoming events, webinars, relevant industry updates and essential info for advisers to keep up-to-date.

  • Your Client Newsletter (for you to send out to your clients) - We create and manage your clients newsletter, offering up to 5 newsletters per year which are customised to your brand / look & feel. This is a vital element of maintaining client touchpoints throughout the year and evidencing continued client contact.

    Email jess@mysolutions.nz for more info.

Adviser Tools Made Simple

  • Our simplified process is designed to guide your customers from start to finish in a seamless and thorough approach. As advisers ourselves, we have tested and proven our process over thousands of clients.

  • Online editable insurance documents - available for all insurance companies in one easy-to-access place.

  • End-to-end client focused system - templates include SOS / online fact find / SOA / sign-off (offer of terms) documents and process checklists to keep you on track. Review documents available as well for ongoing client relationship.

Industry Relationships

We have relationships with all major insurers, KiwiSaver providers, mortgage aggregators and other industry professional bodies.

We are providing our members with the best qualifying commission offering and recognition with all insurers.

Fiercely Independent?

We are a network of like-minded entrepreneurial advisers who want to grow their own business and decide for themselves what their practice looks like.