finPRO
Financial in Rodney
www.finpro.co.nz
Remember you found this company at Infodats
(09) 412584?
Address
PO Box 604. 0841, Rodney, Auckland.Are you the owner or manager of this company?
What you should know about finPRO
Simon is a Certified Financial PlannerCM Professional, Chartered Life Underwriter and Authorised Financial Adviser. From the beginning Simon has defined his career by operating with integrity and objectivity ensuring the interests of people come before numbers. Simon’s long term commitment and passion was recently recognised by the IFA Institute of Financial Advisers who awarded him the prestigious Outstanding Contribution to the Profession award, at the 2014 IFA conference. FPSB sets and promotes standards for financial planners in 24 countries around the world.
Over the last 25 years he has been a vocal and hands on participant and has led many projects towards greater levels of professionalism of the industry both in NZ and worldwide. Mentor and consultant to other advisors, advisory firms, government agencies and education providers. Simon has authored numerous articles for professional journals and the mainstream press, and is a sought after national and international speaker on professional matters. FinPRO is the tool that Simon personally developed and uses himself now it is also available to you!
FinPRO can help you confront and surpass these severe requirements by creating sound, supple and lofty quality advice, every time.
The result is a tool that is plain to use and something you cannot afford to be without. Prompts reminders that will assist ensure your advice is fully flexible produce peace of mind. FinPRO will aid you do a better job by dramatically streamlining your processes, whilst delivering a thoroughly superior result for your clients. FinPRO caters directly to the specific compliance requirements of the financial advice industry, founded on nearly 20 years of development and refinement by an industry leader who directly understands the challenges and temporary demands of the profession.
Protect yourself and reward your client with superior, more detailed, and more consistent advice. Branding is adjusted to reflect your business and integrates with other complementary software. Offers packed transparency when using with clients who can see immediately how changes in inputs result in changes to long term outcomes. Cloud based, segregate but integrated modules which construct up to a stuffed suite of comprehensive financial advice tools to enable you to create professional advice documents quickly and easily
Over the last 25 years he has been a vocal and hands on participant and has led many projects towards greater levels of professionalism of the industry both in NZ and worldwide. Mentor and consultant to other advisors, advisory firms, government agencies and education providers. Simon has authored numerous articles for professional journals and the mainstream press, and is a sought after national and international speaker on professional matters. FinPRO is the tool that Simon personally developed and uses himself now it is also available to you!
FinPRO can help you confront and surpass these severe requirements by creating sound, supple and lofty quality advice, every time.
The result is a tool that is plain to use and something you cannot afford to be without. Prompts reminders that will assist ensure your advice is fully flexible produce peace of mind. FinPRO will aid you do a better job by dramatically streamlining your processes, whilst delivering a thoroughly superior result for your clients. FinPRO caters directly to the specific compliance requirements of the financial advice industry, founded on nearly 20 years of development and refinement by an industry leader who directly understands the challenges and temporary demands of the profession.
Protect yourself and reward your client with superior, more detailed, and more consistent advice. Branding is adjusted to reflect your business and integrates with other complementary software. Offers packed transparency when using with clients who can see immediately how changes in inputs result in changes to long term outcomes. Cloud based, segregate but integrated modules which construct up to a stuffed suite of comprehensive financial advice tools to enable you to create professional advice documents quickly and easily
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Payment methods we use:
- Credit card
- Debit card
- PayPal
- Bank check
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