We’re back!

We hope you had a lovely break and got to enjoy some sunshine and had a chance to relax. The Chatswood and QPR team are back in the office and looking forward to everything we have planned this year. Although we are keeping some great new developments under wraps, we can drop some hints:

·         People with an interest in data and statements of advice for KiwiSaver and Home Loans should drop us a line

·         How do you check if a plan you have put together is reasonable? Ask us to put you in the beta test group for Checkmonster

Things already live that you may want to check out again now you’re back:

1.       Research: you should check out the stand-alone head to head comparison with access to more than 50 legacy products now rated and more joining them every week

2.       If you aren’t using Advicemonster to make your production of SOAs better, quicker, and more robust, then we’ve added more reasons to help you make up your mind

3.       Want to make sure your compliance is in good shape? Maybe add a copy of our outsource provider statement and information security bulletins to your compliance file

Hit us up with any questions you have. And if you have any thoughts on training you would find useful, please let us know here or here.