Advisers: Key to bridging the wills gap
Footprint offers an innovative digital wills service and is collaborating with advisers to start the conversation with clients.
The urgency of the need is proven by a May 2019 survey of 1,100 New Zealanders which found that only 37% of full-time workers have a will, despite the cost and effort involved having plummeted through digital innovation.
Footprint CEO Angela Vale says after taking a while to find its feet with advisers, the company has adapted to the necessary levels of service and support. “We have refined our service by bringing in the right people to make sure we deliver on the value proposition. “Our focus is on working with advisers to provide a value-add. They refer clients for wills services as part of their full consultative service across all aspects of financial planning.”
Registered financial adviser Paul de Klerk, principal of Paul de Klerk Financial Advisers Ltd, refers clients to Footprint. To deliver extra value to clients he covers the costs of their wills.
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