Video | Agriculture | Confidence | Economy | Energy | Employment | Finance | Media | Property | RBNZ | Science | SOEs | Tax | Technology | Telecoms | Tourism | Transport | Search


AMP leads the way with paraplanning

15 December 2005

AMP leads the way with paraplanning

AMP Financial Services has introduced a dedicated paraplanning team to take on the role of designing individualised investment plans and let AMP Advisers get on with the business of advising their clients.

The new service is one of the first to be offered to Advisers by a financial services company.

.We felt that a paraplanning service was the obvious next step for AMP in order to provide added convenience and efficiency to our Adviser network,. says Jody Gill, National Manager Retail Investments for AMP Financial Services.

.By introducing this new service, AMP are literally saving both time and money for our Advisers so they can deliver vital investment advice direct to the client without having to undergo what can be a highly intensive process. More importantly, the customer can also be confident of a professional, industry compliant plan which is backed by AMP..

Stephen Springhall, an AMP Adviser from Certus Financial Group, is just one of the Advisers who has already experienced the benefits of the new service.

.The paraplanning service has certainly provided my businesses with an added advantage through enabling me to present my client with a professional, well-reasoned document based on their own known needs analysis, objectives and risk profile,. says Mr Springhall.

AMP's paraplanning service provides comprehensive investment plans for a fraction of the costs associated with Advisers undertaking this service themselves. All AMP paraplanners are either Certified Financial Planners or studying towards the Diploma in Financial Planning.

The paraplanning service also complements the popular Building Better Business programme which was introduced to assist AMP Advisers and Adviser businesses to manage their businesses in a consistently professional manner.


© Scoop Media

Business Headlines | Sci-Tech Headlines


Commerce Commission: Appeals Record $2.25m Fine In Vodafone FibreX Case

The Commerce Commission has filed an appeal in the High Court against a record $2.25 million fine imposed on Vodafone NZ Limited (Vodafone) for its offending under the Fair Trading Act during its FibreX advertising campaign. While the sentence imposed in the Auckland District Court on April 14 was the largest-ever fine under the Fair Trading Act, the Commission will argue that it is manifestly inadequate... More>>

All District Health Boards: Historic Pay Equity Settlement

An historic agreement has been ratified that addresses a long-standing undervaluation of a workforce that is critical to the smooth running of our hospitals and the delivery of healthcare... More>>

MPI: Dry Autumn In Waikato And South Auckland Leads To Drought Classification Drought conditions affecting the primary sector in the Waikato and South Auckland were today classified as a medium-scale adverse event, enabling a package of support for farmers and growers... More>>

Barfoot & Thompson: Rents Up By Around 3% In Most Areas

The average weekly rent paid for homes in most areas of Auckland has risen by around 3 percent year-on-year. The figures for end March from more than 16,000 properties... More>>

DoC: Smeagol The ‘Gravel Maggot’ Leaves Its Rare Mark On The Remote West Coast
An extremely rare species of sea slug or ‘gravel maggot’ has been detected for the first time on a remote beach in South Westland... More>>

Immigration: Annual Net Migration Loss Of 7,300

The provisional net loss of 7,300 people in the year ended March 2022 was the lowest net migration for a March year since 2012, Stats NZ said today... More>>