With LFG you can choose to

  • Operate under:
    • Our FAP Licence as an Authorised Body using our Brand
    • Our FAP Licence as an Authorised Body using your own brand
    • Your own FAP licence and your own Brand.
  • Benefit from:
    • Advice Link – our market-leading Mortgage and Insurance CRM custom-built for NZ advisers
    • Expert compliance support from an NZ-based support team
    • Our Mortgage and/or Insurance Link branded ‘Business in a Box’
    • Group PI Cover and Disputes Resolution Scheme rates
    • Competitive and flexible pricing with various fee models to suit your business
  • Build passive income through referral programmes for Fire & General and KiwiSaver/Investments
  • Join a successful NZ-owned and operated group.

LFG empowers you to succeed.

Our systems and support give you time back to enable you to focus on growing a sustainable advice business and spend more time providing your clients with great advice.

Our team deliver real value and support at every stage of your journey. 

Our CRM - Advicelink

Technology that supports your business in a changing operating environment - with a seamless six-step advice process & compliance support.

Fees

We offer a range of options from a 0% commission with a monthly aggregation fee to NO monthly fee and a larger commission split.

Continuous Development

Annual Conference & PD Days
Online PD sessions
Access to our Professional Development Platform to build and manage your PD plan & upload prior learnings & CPD credits.

Adviser Collaboration Platform

Our advisers share knowledge, workshop deals, and ideas, and build relationships with our Adviser Collaboration Platform.

Audit & File Reviews

Advice Link's built-in Audit and File Review feature takes the stress out of compliance in all stages of your advice process.

 

PI Group Scheme

Very competitively priced PI Group Scheme accessible to all advisers under Link Financial Group.

What our Advisers say about us...

"

Joining Link Financial Group is simply the best business decision I have made for the future of my business. I think Link Financial Group is the best Aggregator in the market. The CRM is second to none, the support is fantastic (as are the people) and the pricing is fair and reasonable.

"

Trish Greenwood - Trish Greenwood Mortgage and Insurance

"

The culture at Link Financial Group is amazing. There is so much support given if you need it. We have an online chat platform call Workplace, where we brainstorm if an adviser has a tricky deal. I have learnt so much just from being part of this. The staff are fantastic to deal with, nothing is ever a problem. The PD Days are great. Fast-paced, informative and great to meet other advisers from around the country.

"

Anthea Livingstone - Mortgage & Insurance Link Christchurch

Want to find out more? Contact us today!

Call us today
arrow_downward
Close