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The benefits of outsourcing Virtual Assistants can’t be ignored

The benefits of outsourcing Virtual Assistants can’t be ignored

6 October 2025
New Zealand financial advisers are dealing with a familiar set of pressures. Client demand is increasing, compliance requirements are becoming more onerous, and the pool of experienced local staff is small and expensive. Irrespective of the type of advice a business focuses on, the need to maintain a high-quality client…
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How Independent Financial Advice Can Help You Prepare for Life’s Surprises

How Independent Financial Advice Can Help You Prepare for Life’s Surprises

21 August 2025
Life rarely runs to plan. An unexpected expense - a car repair, medical bill, or job change - can create real financial stress if there’s no buffer in place. That’s why Sorted® Money Month 2025 is shining a spotlight on the value of an emergency fund. Even small, consistent savings can make a big difference in providing confidence and peace of mind. 
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Old school adviser embraces technology

Old school adviser embraces technology

2 April 2025
Asset Magazine recently interviewed Wealthpoint Nelson’s Nigel Rukuwai. Through Nigel’s account of his career in the industry, we see that technology and regulation have been big agents of change. But at the heart of it, it’s still relationships with clients that matter most.
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