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The prize is one iPod Touch.
For every financial adviser (registered, authorised, or a member of a QFE) referred using the online referral system you gain one entry into the draw. There is no maximum number of entries, so you may refer as many people as you like.
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  • 24 Apr 2014 Happy Birthday from Quotemonster! is two years old today. We actually started work on this project a lot earlier, the idea was developed years before, in conjunction with Tim von Dadelszen, Conor Sligo, and James Punnett, but for Alan Rafe and me working on the Quality Product Research component, it started in earnest only about one year before the launch. So although the service is two years old today we have worked on it for three years. We are very grateful for your support - more than 2000 advisers have logins to Quotemonster now and more than 800 have used our research tools. If you haven't got a login for the leading quoting and research tool for insurance in New Zealand, then pop on over and get one now. Link. /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";}

  • 22 Apr 2014 Money Week 2014 October

    The Commission for Financial Literacy and Retirement Income asks us to "Hold the date" for Money Week 2014. This is an excerpt from their newsletter: This year’s Money Week will be held from 13-19 October. Please put the dates in your diaries, and let others know. Check out for inspiration around events and what happened last year. We’ll be announcing this year’s theme and messaging later in May. If you have any queries in the meantime, please email the Money Week team at I recently facilitated a workshop with a group of advisers who were wondering why there aren't any professional associations promoting the value of getting financial advice. Well, Money Week is all about promoting the value of advice - and yet last year there were few financial advisers prepared to get on board an run an event during money week. That's an opportunity. Will you run an event? If you would like some help to think about how you can run an event which will help clients and help generate business get in touch with us to talk it over.

  • 22 Apr 2014 Make Advice More Fun

    The buzz word for this trend is 'gamification.' There is a certain type of client out there - aged 35 to 45, raised on strategy games and gaming consoles, that responds well to the accumulation of incentives, trophies, achievements, and completed challenges, just like they would in a game. This post covers some of the basics of gamification, but his ideas are really just the beginning. Trying to think of the completion of the advice process as a kind of challenge reminded me of the approach taken by OmniMax who produce planning tools (you can check them out at this link). The point is to create and sustain client engagement in the process using proxies for achievement of key stages. There is something in that.

  • Accuro
  • AIA
  • AMP
  • Asteron
  • Fidelity
  • OnePath
  • Partners Life
  • Southern Cross
  • Sovereign
  • Tower
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