TAP
Support and training for our member businesses:
TAP Adviser Kickstart:
For members looking to grow their team we offer the Adviser Kickstart. Get access to TAP services for any new to industry adviser joining your business at no extra cost for their first three months.
New to Industry Adviser Training:
As a part of the Adviser Kickstart, we offer full training and professional development support for new to industry advisers.
Professional Development and Tracking:
We provide ongoing professional development support for our members to stay updated with industry advancements. Members can utilise our built-in tracker in the CRM to effortlessly track and report on their completed hours.
Benefits and discounted services our members have access to:
Professional Indemnity Scheme:
All members can join the TAP Professional Indemnity Group Scheme at a great discounted price.
Blanket - House Car & Contents:
Through our partner, Blanket, advisers can provide competitive quotes, take payment details and issue the policy in just minutes.
Quotemonster:
TAP members receive a 20% discount off the standard pricing for Quotemonster.
Disputes Resolution Scheme:
TAP members can access our group DRS scheme well below market rates.
Website and Digital Services:
TAP members have access to discounted website services via our digital partners.
Level 5 - Certificate in Financial Services:
TAP members can access our heavily discounted pricing via our training partner Open Polytechnic.
FAP Accounting Package:
TAP members have access to a greatly discounted accounting package designed specifically for NZ financial advisers.
Managed Client Engagement EDM:
TAP can write and manage a regular branded email campaign to your clients.
