Insight

Winter 2014

2014 AdviceFirst Regional Scholarships

DO YOUR THING HEADER4

AdviceFirst is looking for talented, passionate and determined Kiwis who are ready to do their thing and own their tomorrow, by applying for an AdviceFirst Regional Scholarship.

Whether it’s a community project, a business idea, education or a dream to represent New Zealand at the highest level – we're looking for inspirational people from all walks of life to apply.

This year we are excited to offer four Regional Scholarships – each worth $5,000.

There’s no age limit or restrictions – applications are open to any New Zealand citizen or resident. You just need to live in one of the following four regions:

  • Auckland
  • Waikato
  • Wellington
  • Canterbury

Applications to the AdviceFirst ‘Do Your Thing’ Scholarship close on 16 September 2014.

Our aim is to inspire people to take control of their future and own their tomorrow – encouraging them to take steps towards their dreams or goals.

Whatever your thing is, or where you’re at with it, AdviceFirst Scholarships not only provide you the financial resource you need to get things under way, but our dedicated teams offer inspiration, support tools and information to help you go on to achieve them.

So, if you’ve ever wondered ‘what if…’ or know of someone who has the potential to do something amazing with a dream of theirs, now’s the time to go on and ‘Do Your Thing’ with an AdviceFirst Regional Scholarship.

To apply

Visit doyourthing.co.nz to complete the online application. When you apply, select the region in which you live, and then 'Regional scholarship' from the scholarship options. Then select the AdviceFirst scholarship in your region.

Join or Transfer to the AMP KiwiSaver Scheme

KiwiSaver Promotion June 16At AdviceFirst, we're committed to helping you achieve your financial goals. You work hard for your money, so it’s important that you save for your future.

So whether you’re already enrolled with another provider, or you’re yet to sign up, right now there are some great reasons to join the AMP KiwiSaver Scheme. Here are just a few of those benefits:

30% lower member fees
From 1 July 2014 the AMP KiwiSaver Scheme has dropped member fees by 30% so you get to keep more of what you save.

Easy access to look after your account
You can monitor and manage your savings 24/7 online with My Portfolio.

Helping Kiwis for 160 years
As one of New Zealand’s first insurance and investment companies, AMP has been helping Kiwis with their financial security for 160 years.

$3 billion funds under management
Join the 250,000 New Zealanders that already have over $3 billion in funds under management with AMP.

Award-winning
Seven of the AMP KiwiSaver Scheme funds recently received ‘Silver’ analyst ratings from the international rating house Morningstar - the highest rating ever awarded to diversified funds in a KiwiSaver scheme. Combined with the 5-star CANSTAR rating for the AMP Default Fund in 2013, it’s good to know your savings are being managed by an award-winning Scheme.

You can switch or join online now – it’s a piece of cake.
It’s very simple for you to switch to or join the AMP KiwiSaver Scheme. You can do it online right now with just a few clicks.

webtile join AMP KS 1

Any questions? Just ask.
If you have any questions about the AMP KiwiSaver Scheme, I’m here to help. You can send me an email or call me on 0800 438 238.

Regards

Jemma Prescott
Wealth Management Adviser

A disclosure statement is available on request and free of charge from your Adviser.

Goldridge Wealth Management joins AdviceFirst

AdviceFirst has announced that it has acquired the business assets of Goldridge Wealth Management, one of New Zealand’s leading wealth management groups.

Mark Ennis, Chief Executive Officer, of AdviceFirst says: “The acquisition of Goldridge Wealth Management is a great addition to the AdviceFirst ‘family’ of businesses, and bolsters the team to more than 100 across the country. As a business we’ve always been focused on growth and today’s announcement is a further continuation of that direction.

“With the added benefit of the Goldridge advisers joining our team, we see a huge value in being able to provide additional wealth management advice to our customers. The acquisition of the Goldridge business strengthens our capabilities in this space and means we can provide more New Zealanders with a full financial services proposition,” continues Ennis.

“The next few months will see us focus on a transition to combine the best of both businesses and will be communicating with further details during that period,” concludes Ennis.

Since being founded in 2008, AdviceFirst has acquired 18 organisations making it the largest financial advice business of its type in New Zealand.

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