Chatswood serves the life and health insurance sector in New Zealand with market intelligence, data, and bespoke consulting services. Some of these are provided in conjunction with Quality Product Research Limited - a subsidiary that brings you Quotemonster.
We believe that good decisions are more likely to occur when we have good information about the market environment in which we operate. Intuitive leaps and creative decisions are always required, of course, but the more they are based on a firm foundation of observation, the better they tend to be.
What advisers think of KiwiSaver
At our latest roadshows, we’ve been lucky enough to have Generate KiwiSaver Scheme join us, giving advisers insights into the benefits of offering KiwiSaver advice. We’ve also been finding out what our roadshow attendees think about KiwiSaver.
At our latest roadshows, we’ve been lucky enough to have Generate KiwiSaver Scheme join us, giving advisers insights into the benefits of offering KiwiSaver advice. We’ve also been finding out what our roadshow attendees think about KiwiSaver.
To date, the results show that for those advisers who are already offering advice on KiwiSaver investments, the top reasons for offering KiwiSaver are diversifying revenue, building a KiwiSaver book for long term value and adding value to clients. Advisers have told us that performance, ease of withdrawals and alternative fund options are most important to clients when choosing a KiwiSaver provider. And 27% of advisers were interested in additional resources or support related to KiwiSaver advice and independent research.
If you haven’t joined us already, come along to one of our remaining roadshows to find out more – along with info on KiwiSaver we’ll be highlighting some major new research, talking about two new regtech tools to help keep you safe, giving you a sneak peek at Kiwimonster, and much, much more.
More news:
Fidelity Life extend 3 months free until 31 December 2024
Michael Weston talks about key priorities at Partners Life
Jon-Paul Hale highlights the good advisers do
Asteron Life are looking for a Lump Sum Claims Specialist
Study finds three-quarters of respondents have realised the importance of financial knowledge
FAMNZ launch inaugural Adviser Elevate series on 28 August
AIA sponsor the Parliamentary Rugby Team
Charlene Overell is the Financial Advice New Zealand Volunteer of the Year
Product Rating Map
Our product rating map is an easy-to-use resource, available to Researchmonster and Advicemonster subscribers, which displays the different companies we research and the product selections you need to make to successfully compare.
Our product rating map is an easy-to-use resource, available to Researchmonster and Advicemonster subscribers, which displays the different companies we research and the product selections you need to make to successfully compare. Find out more here
Compare Documents Feature
Find out how to view and download benefit specific policy documents, brochures and application forms
Find out how to view and download benefit specific policy documents, brochures and application forms (available to Researchmonster and Advicemonster users).
Advicemonster – Fact Find Link
Advicemonster’s fact find link allows you to send a link, secured by an access code, for your clients to fill in personal information and they type of advice they’re after, prior to your first discussion with them.
Advicemonster’s fact find link allows you to send a link, secured by an access code, for your clients to fill in personal information and they type of advice they’re after, prior to your first discussion with them. Find out how here
Advicemonster – library of appendices
Advicemonster has a range of information available, to help you further strengthen your advice to clients.
Advicemonster has a range of information there to help you further strengthen your advice to clients – there’s appendices on everything from considering splitting benefits across different insurers to choosing between the different types of TPD cover.
If you want to find out more about Advicemonster or would like access to a free trial, talk to our team today.
Take your Business Statement of Advice (SoA) to the next level!
Take your Business Statement of Advice (SoA) to the next level and join us on Tuesday, 2 July 2024 11:00 am-12:00 pm as Aneel, our AdviceTech Lead demonstrates how to produce a business SoA supported with pricing and research on lump sum and Key Person Cover.
Take your Business Statement of Advice (SoA) to the next level and join us on Tuesday, 2 July 2024 11:00 am-12:00 pm as Aneel, our AdviceTech Lead demonstrates how to produce a business SoA supported with pricing and research on lump sum and Key Person Cover.
The next products on our radar are Rural Cover and Business Expenses, so keep an eye out for more information on this.
If you would like to register yourself or are interested in a personalised session for your organisation, please send us an email on aneel.ravji@qpresearch.co.nz
We look forward to seeing you there!
Quotemonster, Researchmonster and Advicemonster pricing schedules
Curious about what the different plans we offer include? Here’s a quick summary of the differences in products and the pricing schedules for Quotemonster, Researchmonster and Advicemonster.
What’s new with Advicemonster?
Curious to see the latest features on Advicemonster? Want to spend more time in front of your clients and less time on admin? Watch as Aneel Ravji takes you through how to use the latest features and enhancements on Advicemonster. Topics covered include sending fact find links to your clients to complete prior to meeting them; adding notes into the FactFinder needs analysis process; our swish new feature that allows you to narrate notes on SOA’s rather than having to manually type it in; how you can choose to utilise our AI features to reduce the time you spend entering in data; how you can add multiple reports; how to preview your SOA report. Plus preview our Business SOA.
Business Risk Research and SOAs with Quotemonster (online session)
We're thrilled to announce our latest research into Business Risk products, including lump sum products and Key Person Cover. Stay ahead of the game and ensure your clients are well-protected with our in-depth insights.
🌟 Exciting News from Quotemonster HQ! 🌟
We're thrilled to announce our latest research into Business Risk products, including lump sum products and Key Person Cover. Stay ahead of the game and ensure your clients are well-protected with our in-depth insights.
But that's not all! Discover how you can effortlessly produce a Statement of Advice (SOA) tailored to your clients' business risk needs with our intuitive tools. Streamline your process and provide top-notch advice with ease.
Please email info@quotemonster.co.nz if you’re interested in joining us on Monday, 26 February 2024 11:00 am-12:00 pm to elevate your business risk insurance game!
This session will be hosted by our AdviceTech Lead, Aneel Ravji.
We look forward to seeing you there.
Demystifying Advicemonster [online training session]
Our first Advicemonster training session for 2024 has been scheduled!
Take your Statement of Advice (SOA) to the next level and join us on Wednesday, 17 January 2024 11:30 am-12:30 pm
Our first Advicemonster training session for 2024 has been scheduled!
Take your Statement of Advice (SOA) to the next level and join us on Wednesday, 17 January 2024 11:30 am-12:30 pm
In this session, we have an in-depth walk-through of our Statement of Advice service and how you can create a professional and comprehensive SOA. Be the first to learn about our recent enhancements and ongoing developments from our new AdviceTech Lead, Aneel Ravji. Our Needs analysis and SOA tools are exclusive to the Advicemonster subscription and due to the advanced nature of the product, training can take between 60-90 minutes. This session is great to attend for those considering upgrading their subscription, or if you have already upgraded but would like to learn how to get the most out of it.
If you would like to register, please send us an email on aneel.ravji@qpresearch.co.nz
We look forward to seeing you there!
