Wealth Management

Key Features

  • Portfolio Construction Framework based on dynamic asset allocation.
  • Adviser driven investment committee with SME[1] consulting services from Tim Farrelly and Lonsec.
  • Flexible Solution
    a. Platform agnostic. Models developed for FNZ/OneAnswer and Aegis. Tools provide ability to adapt to other platforms.
    b. Philosophical options; active and passive fund and direct security options. [2]
    c. Adaptable. Decisions by investment committee are not binding on the adviser member. The framework and tools allow for the adviser to customize all aspects to suit their practice needs.
  • Award-winning fund research options from Lonsec and Morningstar.
  • Platform administration services.
    a. Order placement and management
    b. Regular and ad-hoc reporting Services
    c. Portfolio Review Administration. Management of review process from initiation, to implementation of recommendation and includes modelling and analysis of current holdings versus models and recommended changes.
  • Paraplanning Service. For advisers looking to outsource the analysis and documentation of their plans, TNP has two in-house paraplanners.
  • Ongoing education for client and adviser.
    a. Monthly webinars for advisers.
    b. Quarterly 'exclusive' client functions
  • Equity Option. All TNP members are eligible to participate in the TNP share scheme[4].
  • Discounted registration fees to Portfolio Construction Forum events.
  • Other TNP Benefits. All members of TNP are able to take advantage of a number of other benefits and services including: a. Enhanced commission rates from most life insurance companies
    b. Free medical cover for the adviser and discounted cover for eligible immediate family members.
    c. Accidental death benefit
    d. Business Development Support including sales training and business coaching.
    e. Practice Administration Services through TNP Assist.
    f. Compliance Support for your business. This service is continually evolving as needs of our members evolve but currently includes registration and authorization support, help desk and discounted access to third party compliance audit services.
    g. Annual Conference recognized as one of the year's must attend events.
    h. Regular seminar programme. TNP runs quarterly regional seminars for its members designed around topical industry and practice management issues.

[1] SME = Subject Matter Expert

[2] Passive and direct options currently in development (Mar 2011)

[3] Initially via webinar but from 2012 we are considering regional events in key centres around NZ (subject to adviser demand).

[4] Our equity share scheme is subject to Securities Commission approval which is currently pending (Mar 2011)