Chatswood serves the life and health insurance sector in New Zealand with market intelligence, data, and bespoke consulting services. Some of these are provided in conjunction with Quality Product Research Limited - a subsidiary that brings you Quotemonster.
We believe that good decisions are more likely to occur when we have good information about the market environment in which we operate. Intuitive leaps and creative decisions are always required, of course, but the more they are based on a firm foundation of observation, the better they tend to be.
Fidelity Life welcomes record number of advisers to Career Connect programme
Fidelity Life has announced the fourth intake of its adviser programme, Career connect, for new advisers and the recipients of their eight scholarships.
Fidelity Life has announced the fourth intake of its adviser programme, Career connect, for new advisers. This year sees the programme expand to welcome its largest cohort to date - 30 emerging advisers. The company will also soon invite adviser businesses to join the Career connect registry; to signal their interest in offering work experience opportunities to newly qualified financial advisers.
Submissions this year attracted greater diversity, , with 56% of applicants under the age of 35, 62% coming from female applicants and just under 30 ethnicities represented across the more than 70 applicants.
The Career connect programme awarded eight scholarships this year, up from seven last year, with each valued at up to $5,000. The recipients of the 2025 Career connect scholarships are:
Grace Leaso, Auckland - Kōwhai scholarship (for an outstanding Pasifika applicant)
Grace Shearer, Hastings - Toe Toe scholarship (for an outstanding young applicant aged 21-25)
Jada Mandery, Auckland - Women in Finance scholarship (supported by Kaplan Professional)
Marcel Stenning, Auckland - Pāua scholarship (for outstanding applicant demonstrating excellence)
Michelle Andrews, Auckland - Women in Finance scholarship (supported by Kaplan Professional)
Milly Elworthy, Mosgiel – Rural scholarship (supported by FMG)
Olivera Vasic-Wooller, Auckland - Rāngi Po scholarship (for an underrepresented community in financial services)
TK Buchanan, Christchurch - Pounamu scholarship (for an outstanding Māori applicant)
Fidelity Life Head of Solutions Michelle Doyle said
“By taking part, advice businesses play a vital role in mentoring fresh talent… It helps new advisers gain industry experience and build confidence as they transition into the profession.”
The 2025 cohort of 30 will start their journey this week. Over the next six months, they’ll take on part-time study to earn their Level 5 qualification through Kaplan Professional. Fidelity Life will host a graduation ceremony early next year to celebrate their accomplishments.
More news:
Financial Advice NZ Community of Practice: Christchurch 12 June
Introduction to Quotemonster webinar 9am, 27 May
Demystifying Advicemonster webinar 11am, 27 May
Business Risk Research and SOAs with Quotemonster webinar 12pm 29 May
Introduction to Kiwimonster webinar 12pm 26 May
Katrina Shanks and Kris Faafoi recognised on the Hot List 2025
Link Financial Group NZ appoints Anton Wicken new compliance manager
The banking industry welcomes the first reading of CCCFA amendment bill
New Zealanders will soon be able to receive 12-month prescriptions for their medicines
Happy New Year!
The Chatswood and QPR teams are back in the office and looking forward to everything we have planned this year.
We hope you had a lovely break, got to enjoy some sunshine and had a chance to relax. The Chatswood and QPR teams are back in the office and looking forward to everything we have planned this year.
Things you may want to check out again now you’re back:
Research: If you come across legacy products, then dive into our Standalone Head-to-Head feature, designed to make product comparisons more precise and efficient. This tool lets you compare two products side by side in detail, highlighting key differences across benefits, features, and ratings.
Insurer updates: A range of new insurer benefits and features were launched late last year – have you seen…
o Chubb Life – Continuous trauma
o Fidelity Life – Specific Injury benefit
o AIA – Accidental Injury benefit
Advicemonster: If you’re not already using Advicemonster to create better, faster, and more robust SOAs, we’ve added even more reasons to make the switch. Have you tried our new AI features?
Businessmonster: New Year, New Business!? Whether you are experienced or new to giving advice on business insurance we offer you the best online business insurance statement of advice assistance tool you can find. It includes access to the companies office API and AI services to help get you the data you need faster and even help with drafting parts of the SOA. If you have Advicemonster you can check it our for free. If not, request a trial so you can check it out by clicking here.
Security: Your FAP has requirements to meet certain standards. Want to take another look at what we do to help you? Check out our Outsource Provider Statement and information security bulletins for extra peace of mind.
If you haven’t already, check out Kiwimonster - compare over 30 KiwiSaver schemes and 300+ funds with ease at www.kiwimonster.co.nz or by clicking on the new icon at the top of the screen when you login to www.quotemonster.co.nz.
You’ve read this far. Not many people have. Email Russell to ask about a super special offer (but hurry, the rest of the staff will get in and stop him by the 16th of January – so you must email before then).
Hit us up with any questions you have. And if you have any thoughts on training you would find useful, please let us know here or here.
Advicemonster – Needs Analysis Calculations
Watch our demo to find out how to do needs analysis calculations on Advicemonster.
This demo takes you through how to do needs analysis calculations on Advicemonster.
Looking at Existing Cover on Advicemonster
Our video shows you how to incorporate existing cover into your recommendations using Advicemonster.
This video shows you how to incorporate existing cover into your recommendations using Advicemonster.
Using financial details to provide personalised risk recommendations on Advicemonster
Find out how to enter financial details to provide a recommendation for your clients' personal risk needs.
Find out how to enter financial details to provide a recommendation for your clients’ personal risk needs.
How to set client scope and priorities
Watch our video to find out how easy it is to set client scope and priorities on Advicemonster.
Watch our video to find out how easy it is to set client scope and priorities on Advicemonster.
Objectives Settings in Advicemonster
This quick tutorial takes you through how to set the client’s objectives in Advicemonster.
This quick tutorial takes you through how to set the client’s objectives in Advicemonster.
Setting up Commissions structure in Advicemonster
You can easily set up your commission rates and structure in Advicemonster so it automatically flows through to your Statement of Advice, find out how here.
You can easily set up your commission rates and structure in Advicemonster so it automatically flows through to your Statement of Advice.
How to generate a SOA report
Generating a Statement of Advice with Advicemonster is quick, easy and efficient - find out how here.
Generating a Statement of Advice with Advicemonster is quick, easy and efficient - find out how here.
Customise your Needs Analysis settings on Advicemonster
Find out how to customise everything from what product types you advise on to your default interest rate.
Did you know you can customise your needs analysis settings in Advicemonster? You can set what product types you advise on, change the after-tax annual interest rate, default interest rate and more. Find out how below.