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Testimonials:

I can honestly say that finPRO™ is the most comprehensive, practical and valuable tool for financial planners that I have seen in my 20+ years in this business.
Stephen O’Connor CFP, Invercargill

Welcome

As a professional financial adviser (someone who requires or will require authorisation under applicable legislation) you need:

The best outcomes for your clients
To protect and build your reputation (your most valuable asset)
Tools to help you create effective, compliant advice
Systems that can minimise errors, eliminate business risks, save you time, and maximize your bottom line

finPRO™ can help you meet all of these needs.

It is a flexible package that can help you create simple, effective, compliant financial advice, whether comprehensive advice, or covering just one or a limited range of areas.

Designed by experts, and regularly updated to changing legal and professional requirements, tax and other rates, finPRO™ is designed to help professional advisers create god advice.

If you are a financial adviser – or employ financial advisers – finPRO™ can reinforce the quality of the advice and protect your good name. We can’t guarantee the tools will always do what you want: every client is different. But we are confident that over time finPRO™ can save time, and enhance the profitability and value of an adviser business.

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