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.
Recent rate changes on Quotemonster
We are pleased to confirm that the following rate changes are live on Quotemonster effective 1 July 2025.
Dear Quotemonster users,
We are pleased to confirm that the following rate changes are live on Quotemonster effective 1 July 2025.
nib Ultimate Health and Ultimate Health Max
Southern Cross Wellbeing 1 and 2
If you have any questions or comments on these changes please reach out to us on info@quotemonster.co.nz
Happy Crunching!
Setting up two-factor authentication
Two-factor authentication adds an additional layer of security and reduces the risk of unauthorised access - find out how here.
At Quotemonster, accounts need to be set up with two-factor authentication (2FA) - this adds an additional layer of security and reduces the risk of unauthorised access to your account by requiring a second verification step. This video will take you through how to set up 2FA using mobile or email.
How to sign up to Quotemonster
Take your business to the next level with Quotemonster!
If you’re ready to take your business to the next level, watch our step-by-step guide to signing up to Quotemonster.
Uploading a profile picture or logo to your Quotemonster reports
Adding a profile picture or a logo to your Quotemonster reports is super easy!
Adding a profile picture or a logo to your Quotemonster reports is super easy!
June is packed with training opportunities—join us!
We're excited to invite you and your team to our upcoming online training sessions. Whether you're new to our tools or looking to deepen your expertise, we've got something for everyone.
We're excited to invite you and your team to our upcoming online training sessions. Whether you're new to our tools or looking to deepen your expertise, we've got something for everyone:
Introduction to Quotemonster – Monday, 23 June 2025 11:00 am-12:00 pm
In this session, we go over the basics of using Quotemonster and how to make the most of your Researchmonster subscription.
Tips and tricks on how to set up your account for new users
Overview of available documents and resources
How to do a quote from start to the finished report
How to see research for banks, direct providers, group medical, and legacy products
How to generate and interpret different types of research reports
Demystifying Advicemonster - Tuesday, 24 June 2025 11:30 am-12:30 pm
In this session, we will demonstrate how to use our needs analysis and statement of advice (SOA) tools.
Business Risk Research and SOAs with Quotemonster – Wednesday, 25 June 2025 9:30 am-10:15 am
In this session, we demonstrate how to use Businessmonster to generate quotes and conduct in-depth research on Business Risk products. It includes a detailed walkthrough of a business client scenario, showcasing the process of completing a Fact Find and Needs Analysis, and producing a tailored, professional Business Statement of Advice. The session will also cover how to customise Businessmonster to align with your business’s specific requirements and workflows.
Introduction to Kiwimonster - Wednesday, 25 June 2025 12:00 pm-12:30 pm
In this session, we demonstrate how Kiwimonster helps advisers meet their clients’ KiwiSaver needs using tools to assess risk profiles, compare funds, show retirement projections, and produce client-ready reports. Kiwimonster Research (coming soon) will enhance this process with in-depth fund research, tailored recommendations, and the ability to generate personalised KiwiSaver Statements of Advice—supporting more informed and professional advice delivery.
If you would like to join any of these sessions, please email your request to info@quotemonster.co.nz
Happy Crunching!
Managing your login devices
Here’s a quick video showing you how to manage your login devices.
Here’s a quick video showing you how to manage your login devices.
How to update your billing details
Find out how to update your billing details here.
This quick video will show you how to update your billing details on Quotemonster, including how to add an additional email for receiving invoices.
nib Ultimate Waiver of Premium Rates
We are pleased to confirm that the rate changes for nib’s Ultimate Life & Living Waiver of Premium, effective 26 May 2025 are live on Quotemonster.
We are pleased to confirm that the rate changes for nib’s Ultimate Life & Living Waiver of Premium, effective 26 May 2025 are live on Quotemonster.
Happy Crunching!
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
Upcoming Training Sessions – May 2025
We're excited to invite you and your team to our upcoming online training sessions. Whether you're new to our tools or looking to deepen your expertise, we've got something for everyone.
We're excited to invite you and your team to our upcoming online training sessions. Whether you're new to our tools or looking to deepen your expertise, we've got something for everyone:
Introduction to Quotemonster – Tuesday, 27 May 2025 9:00 am-10:00 am
In this session, we go over the basics of using Quotemonster and how to make the most of your Researchmonster subscription.
Tips and tricks on how to set up your account for new users
Overview of available documents and resources
How to do a quote from start to the finished report
How to see research for banks, direct providers, group medical, and legacy products
How to generate and interpret different types of research reports
Demystifying Advicemonster - Tuesday, 27 May 2025 11:00 am-12:00 pm
In this session, we will demonstrate how to use our needs analysis and statement of advice (SOA) tools.
Business Risk Research and SOAs with Quotemonster – Thursday, 29 May 2025 12:00 pm-12:45 pm
In this session, we demonstrate how to use Businessmonster to generate quotes and conduct in-depth research on Business Risk products. It includes a detailed walkthrough of a business client scenario, showcasing the process of completing a Fact Find and Needs Analysis, and producing a tailored, professional Business Statement of Advice. The session will also cover how to customise Businessmonster to align with your business’s specific requirements and workflows.
Introduction to Kiwimonster - Monday, 26 May 2025 12:00 pm-12:30 pm
In this session, we demonstrate how Kiwimonster helps advisers meet their clients’ KiwiSaver needs using tools to assess risk profiles, compare funds, show retirement projections, and produce client-ready reports. Kiwimonster Research (coming soon) will enhance this process with in-depth fund research, tailored recommendations, and the ability to generate personalised KiwiSaver Statements of Advice—supporting more informed and professional advice delivery.
If you would like to join any of these sessions, please email your request to info@quotemonster.co.nz
Happy Crunching!
