INDUSTRY-LEADING PLATFORM FOR NZ ADVISERS

Run your Risk, Mortgages & KiwiSaver teams in one place.

Supporting advisers across any group. TAP’s modern CRM + AI-powered platform helps advice businesses run smarter, serve clients better, and grow into high-performing firms.

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NZ-built infrastructure to run your advice business

TAP provides the tools and services advice businesses need to operate with confidence, build business value and unlock new revenue streams. With a proven track record of fast migrations, strong change management and end-to-end support, switching is seamless.

TAP CRM

Run a more effective advice business, strengthen client relationships, and grow with confidence.

Adviser App

myTAPapp supports advisers to stay connected to their business and clients when they’re on the move without losing visibility and accuracy.

AI Tools

TAP’s AI tools automate admin and remove bottlenecks, helping advice businesses work smarter and deliver better advice at scale.

Admin & Compliance Support

Plug in our governance and admin teams and take advantage of our scale, resourcing and expertise - and focus on what you do best.

Proud to partner with Financial Advice New Zealand

TAP partners with Financial Advice New Zealand to support advisers with practical tools that strengthen how advice businesses operate and grow. Together, we help advisers stay organised, work more efficiently, and deliver clear client outcomes. This reflects a shared commitment to supporting advisers with the capability and backing needed to succeed as the advice landscape evolves.

“By aligning industry leadership with modern technology, we’re giving advisers the structure and confidence they need to grow, without losing control of how they work or serve clients.”

- Ryan Edwards, Managing Director, TAP

From small teams to large firms

Whether you are a team of 1 or 100, TAP's tailored solutions empower you to run your advice business with ease, efficiency, and confidence. Find out why businesses of your size work with TAP.

Trusted by advice businesses across New Zealand

Across the adviser network

1M+

Admin tasks taken off advisers’ desks in 2025

550+

Advisers growing stronger, more efficient businesses

30,000+

Adviser hours saved annually with our AI tool

200,000+

Households supported with advice, cover, and care

Boost your business and bottom line

Unlock stronger client relationships

Maximise sales, stay on top of tasks, and streamline your advice process with TAP's all-in-one platform.

Empower your lending advice

Diversify solutions, streamline processes, and receive expert support to offer the best mortgage advice and ensure timely commissions.

Professional development and training

Access comprehensive training and ongoing professional development support to grow and enhance your team.

Governance and compliance made easy

Streamline oversight, pass audits confidently, and stay compliant with expert support and tailored advice templates.

Effortless admin support

Let TAP handle inbox management, client admin, and record keeping, while ensuring proactive service and seamless claims processing.

Client testimonials

"My reason for joining TAP was to be part of an organisation that is focused on supporting the needs of financial advisers, and is also vested in removing the friction points. It was a natural choice for the CRM, compliance support and admin services that can support you as you scale. Since joining, I have experienced the best service from TAP, who are adviser-centric and driven towards the best customer outcomes.”

Anna Schubert, Lead Your Life

"The biggest benefits of working with TAP have been freeing up a lot of time to focus on what I like doing. Just seeing clients, onboarding new clients, reviewing folks and managing claims. And as a result, the business growth has been off the charts compared to what it was previously.”

Tom West, TW Risk Advisers

"I wanted more than just an expensive address book. Over the years, I've used several CRMs and received plenty of compliance and business advice from networks and dealer groups. But TAP was the first that didn't just tell me what to do - they helped me do it.”

Regan Thomas, Money Tree

"In restructuring and merging my business recently, my new business partners and I decided to make the move to TAP to help us integrate a new CRM, remain compliant and streamline our advice process moving forward. I can honestly say it is one of the best business decisions I have made.”

Bryce Wilson, Long Burroughs

Our partners

Ready to build your advice business your way?

See how TAP supports the way you run your advice business, bringing structure, visibility, and stronger client relationships.

Talk to our team

Latest insights

TAP steps into an industry support provider role to strengthen New Zealand’s advice profession

TAP is evolving itself beyond traditional group structures to become an open partner for the entire financial advice ecosystem.

Governance isn’t just good practice - It’s business strategy

How reporting and governance are defining the future of financial advice

NZ aggregators rethink role amid market shifts

NZ aggregators rethink role amid market shifts

The people
who make it happen

Meet the dedicated team behind The Adviser Platform.

Ryan Edwards

Managing Director

Jaimee Berkahn

Head of Operations

Sarah Baldwin, CFA

CFO

Scott Duncan

Head of Compliance & Advice