INVESTMENT COMMITTEE

Backed by independent research the Investment Committee provides portfolio structures, a robust investment philosophy, and investment governance. 

REPORT & FUND RESEARCH SUITE

Powered by Morningstar Direct we offer a suite of portfolio reports and independent research on global investments. Quarterly reports for the model portfolios can be prepared and personalised as well as peer review for prospective clients. 

BUSINESS MENTORING

Business development guidance and regular onsite visits to further your company.  Initial meetings will set targets for the year based on your desired funds under management or client numbers for example. Subsequent meetings will review your performance against your targets.

CEFEX LICENSE

Certify your advisory process for an independent global assessment organisation, Centre for Fiduciary Excellence. Boutique Advisers Alliance will help you to attain your CEFEX license which ensures you put your clients' interest first and get the recognition of being an Investment Fiduciary.

KIWISAVER SOLUTION & REFERRAL SYSTEM

Tools to service your clients' KiwiSaver needs OR you can outsource their KiwiSaver needs to one of the Boutique Members. This way your client's KiwiSaver needs can be serviced if you want to focus solely on their investments and/or insurance.

RISK MANAGEMENT & REFERRAL SYSTEM

Top insurers to choose from and our systems to serve your clients' insurance needs OR you can outsource your clients' insurance needs to one of the Boutique Members. If you already offer insurance advice you can use our advice templates and tools we have to help risk advisers.  

UK PENSION TRANSFERS & REFERRAL SYSTEM

We offer specialist service to help migrate your clients' UK Pensions to a bespoke, self-invested, NZ based QROPS scheme OR you can outsource your clients' UK Pension transfer needs to one of the Boutique Members.  We have access to a superannuation scheme which is QROPS approved and is customisable to a client asset level.

CLIENT MANAGEMENT SYSTEM

It is customisable technology powered by Xplan and serviced by our Xplan Specialist.

PRACTICE MANAGEMENT CONSULTING

We provide guidance on staffing, marketing, succession planning, and more...

ADVANCED PLANNING

Our expertise to help you provide solutions for clients with complex wealth and financial planning needs.

EDUCATIONAL CONFERENCE

These will provide unparalleled development, networking opportunities and CPD hours.