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.
Advicemonster – Needs Analysis Calculations
Watch our demo to find out how to do needs analysis calculations on Advicemonster.
This demo takes you through how to do needs analysis calculations on Advicemonster.
Looking at Existing Cover on Advicemonster
Our video shows you how to incorporate existing cover into your recommendations using Advicemonster.
This video shows you how to incorporate existing cover into your recommendations using Advicemonster.
Using financial details to provide personalised risk recommendations on Advicemonster
Find out how to enter financial details to provide a recommendation for your clients' personal risk needs.
Find out how to enter financial details to provide a recommendation for your clients’ personal risk needs.
How to set client scope and priorities
Watch our video to find out how easy it is to set client scope and priorities on Advicemonster.
Watch our video to find out how easy it is to set client scope and priorities on Advicemonster.
Objectives Settings in Advicemonster
This quick tutorial takes you through how to set the client’s objectives in Advicemonster.
This quick tutorial takes you through how to set the client’s objectives in Advicemonster.
Setting up Commissions structure in Advicemonster
You can easily set up your commission rates and structure in Advicemonster so it automatically flows through to your Statement of Advice, find out how here.
You can easily set up your commission rates and structure in Advicemonster so it automatically flows through to your Statement of Advice.
How to generate a SOA report
Generating a Statement of Advice with Advicemonster is quick, easy and efficient - find out how here.
Generating a Statement of Advice with Advicemonster is quick, easy and efficient - find out how here.
Customise your Needs Analysis settings on Advicemonster
Find out how to customise everything from what product types you advise on to your default interest rate.
Did you know you can customise your needs analysis settings in Advicemonster? You can set what product types you advise on, change the after-tax annual interest rate, default interest rate and more. Find out how below.
Setting up SOA customisation on Advicemonster
Watch our quick tutorial on how to customise your Statement of Advice.
Our quick tutorial shows you how to customise your Statement of Advice, to save you time and suit what your business needs.
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