Office address: 22 Kings Crescent Lower Hutt, Wellington 5010
Website: www.nzfsg.co.nz
Year established: 2013
Company type: financial services
Employees: 1,100+
Expertise: home loans, insurance, residential, commercial, asset finance, CRM platforms, adviser programs, business partnerships, marketing support, mortgage tools, insurance tools
Parent company: N/A
Key people: Baden Martin (CEO), Nicole Ferguson (national director), Trecia Brown (head of customer outcomes), Kim-anaka Baillie (head of customer experience), Raewyn Curtis (head of customer service), Brent McGregor (head of distribution), William Laban (northern regional manager)
Financing status: N/A
NZ Financial Services Group (NZFSG), headquartered in Wellington, is a leading financial services provider, empowering over 1,100 advisers with extensive support services. The company specialises in insurance, residential, asset finance, and commercial helping over 60,000 customers. The group states that it is the preferred business partner for New Zealand’s largest community of financial advisers.
NZ Financial Services Group was formed in 2013 from the merger of Allied Kiwi and Loan Market, creating a major financial services company. They support businesses under their own brand or Loan Market, partnering with New Zealand’s broadest range of lenders and insurers. In 2020, the company merged with Kepa, a financial advisory group, enhancing their services and market reach.
That year, they settled over $20 billion in loans, helping around 45,000 Kiwis. In 2021, they launched MyCRM v3 and the Select Home Loan product, reducing loan processing times. This innovation won them the NZMA 2021, showcasing their commitment to financial stability and innovation.
The company offers a range of products and services designed to support financial advisers:
NZ Financial Services Group is dedicated to saving advisers time with their all-in-one tech platform and ensuring compliance is handled efficiently. They help advisers grow their businesses and maximise earning potential. Their commitment to support and innovation empowers advisers to achieve success and security in their careers.
The company fosters a supportive culture by offering guidance, training, and support for new mortgage or insurance advisers. They encourage advisers to join their community, help Kiwis achieve their financial dreams, and grow their businesses. They provide their advisers with benefits, such as:
NZ Financial Services Group supports and celebrates its female employees, recognising their significant contributions and achievements within the industry. Several women advisers from the company were featured in the NZA's Elite Women of 2024 list. This recognition highlights their commitment to fostering a diverse and inclusive workplace, where women excel and shape the future of the industry.
The group's main goal is to help Kiwis achieve their financial dreams through innovative services. They work with advisers to help Kiwis protect their families, own homes, and keep them.
Baden Martin has been the CEO of NZ Financial Services Group since January 2024, focusing on reshaping practices and driving business growth. With over 20 years at ANZ, he held various roles, including head of mortgage adviser distribution and broker relationship manager. Martin earned a double major in business, marketing, and management from Auckland University of Technology.
Supporting the CEO are several key leaders who help drive the company’s operations and growth:
The group recently appointed Baden Martin as CEO, bringing over a decade of experience and a fresh perspective to the company. His leadership marks a new era of innovation, technological advancement, and strategic growth. Under Martin's guidance, NZ Financial Services Group will continue to enhance its services and support, driving the company toward a successful and innovative future.
NZFSG's future looks promising, driven by innovative services and strong partnerships. The ongoing collaboration with Bluestone Home Loans, which began in July 2019, has settled over $1 billion in loans, providing unique products for non-standard customers. This strategic partnership and continued innovation will help the company expand its market presence and support more Kiwis in achieving their financial goals.
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