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NZFSG’s ‘MyInduction’ Programme: Setting advisers up for success

NZFSG has recently launched an innovative induction programme designed to help advisers new to the network thrive. The ‘MyInduction’ Programme equips advisers with the skills to navigate compliance and leverage NZFSG’s industry-leading technology, services, and support.

Tuesday, October 22nd 2024, 1:12PM 1 Comment

Led by Induction Training Manager, Tania Styche, the programme offers personalised, one-on-one and small group training tailored to each adviser’s area of expertise and experience level, from newcomers to seasoned professionals.  "Advisers come from such diverse backgrounds with different levels of knowledge and business goals. They truly appreciate the personal approach, knowing they can ask questions and receive the guidance they need," she says.

The programme includes a step-by-step walk through of MyCRM, empowering advisers to operate safely, streamline their business and save valuable time. For those who opt for compliance support under the Assurance Programme, the course also provides a comprehensive understanding of their responsibilities and obligations as a financial adviser.

"In today's regulated environment, it's essential that advisers have the knowledge, tools, and support they need to operate with confidence and deliver top-tier customer service," says Tania.

Tania Styche brings over 35 years of financial services experience to the role, offering weekly check-ins throughout the induction to address any questions and provide additional guidance.

Amy Bryant from NZ Mortgage Advice was the first adviser to complete the programme. “Going through the induction process made all the difference and gave me so much more confidence in my ability to produce quality advice documents, and in making sure I was doing the right thing by my clients in following the correct process,” she said.

“The MyInduction programme was excellent and Tania is a great trainer. I understood my obligations and MyCRM application's features very well due to this well organised programme,” says Amol Prakash, another programme graduate.

Styche is continually impressed by the dedication and progress of each participant. "It's incredibly rewarding to see advisers graduate with enthusiasm and confidence, ready to take their business to the next level."

The support doesn’t end when the programme finishes. Every adviser in the network is backed by a dedicated Regional Manager to help them meet the evolving needs of their business and clients, ensuring long-term success throughout their journey with NZFSG.

Tags: NZFSG

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Comments from our readers

On 24 October 2024 at 11:39 am valkyrie6 said:
NZFSG say that they are acting in the best interests of their members with this MyInduction Programme, but they also operate an inhouse mortgage brokering arm (Loan Market) which is competing directly against all there new and existing members.

Shopping around for a different group to belong to might be a wise decision for anyone entering this industry. Do your homework.

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AIA - Back My Build 5.44 - - -
AIA - Go Home Loans 7.99 5.99 5.69 5.69
ANZ 7.89 6.59 6.29 6.29
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 5.99 5.69 5.69
ASB Bank 7.89 5.99 5.69 5.69
ASB Better Homes Top Up - - - 1.00
Avanti Finance ▼8.40 - - -
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BNZ - Classic - 5.99 5.69 5.69
Lender Flt 1yr 2yr 3yr
BNZ - Mortgage One 7.94 - - -
BNZ - Rapid Repay 7.94 - - -
BNZ - Std 7.94 5.99 5.69 5.69
BNZ - TotalMoney 7.94 - - -
CFML 321 Loans ▼6.20 - - -
CFML Home Loans ▼6.45 - - -
CFML Prime Loans ▼8.25 - - -
CFML Standard Loans ▼9.20 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 5.79 - -
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Owner Occ 7.65 5.99 5.75 5.69
Co-operative Bank - Standard 7.65 6.49 6.25 6.19
Credit Union Auckland 7.70 - - -
First Credit Union Special - 6.40 6.10 -
First Credit Union Standard 8.50 7.00 6.70 -
Heartland Bank - Online 7.49 5.99 5.59 5.69
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 8.90 7.00 6.50 -
ICBC 7.49 5.99 5.65 5.59
Kainga Ora 8.39 7.05 6.59 6.49
Kainga Ora - First Home Buyer Special - - - -
Lender Flt 1yr 2yr 3yr
Kiwibank 7.75 6.89 6.59 6.49
Kiwibank - Offset 8.25 - - -
Kiwibank Special 7.75 5.99 5.69 5.69
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 8.44 ▼6.39 ▼6.09 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
SBS Bank 7.99 6.95 6.29 6.29
SBS Bank Special - 6.35 5.69 5.69
SBS Construction lending for FHB - - - -
Lender Flt 1yr 2yr 3yr
SBS FirstHome Combo 5.44 5.45 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.75 - - -
TSB Bank 8.69 6.79 6.49 6.49
TSB Special 7.89 5.99 5.69 5.69
Unity 8.64 ▼5.99 5.69 -
Unity First Home Buyer special - ▼5.49 - -
Wairarapa Building Society 8.50 ▼6.35 5.89 -
Westpac 8.39 6.89 6.39 6.39
Westpac Choices Everyday 8.49 - - -
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Westpac Special - 6.29 5.79 5.79
Median 7.99 6.32 5.89 5.69

Last updated: 25 October 2024 9:31am

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