NZ Financial Services Group

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.

History of NZ Financial Services Group

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.

Products and Services of NZ Financial Services Group

The company offers a range of products and services designed to support financial advisers:

• Mortgage Recommendation Engine: enables one-click data transfer from MyCRM, reducing manual data entry and calculations
• MyCRM: a comprehensive CRM platform that integrates client management, compliance, and loan processing
• Assurance Programme: provides advisers with compliance support and quality assurance services
• Loan Market: a partnership model that allows advisers to operate under the Loan Market brand, benefiting from its established market presence
• Your Brand, Our FAP: offers advisers the ability to use their brand while leveraging NZFSG’s Financial Advice Provider licence
• Your Brand, Your FAP: advisers can operate under their own brand while maintaining their Financial Advice Provider licence
• Adviser Induction Programme: comprehensive training for new advisers entering the industry
• supporting your business: includes marketing support, business development, and technology tools to help advisers grow their businesses

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. 

Culture at NZ Financial Services Group

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:

• training programs for new mortgage and insurance advisers
• continuous professional development and support for career growth
• opportunities for unlimited earning potential
• flexible work schedules to suit individual needs
• a variety of specialisations to match advisers' interests and strengths

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. 

About NZ Financial Services Group CEO Baden Martin and Key People

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:

• Nicole Ferguson serves as the national director of Loan Market NZ, overseeing operations and strategic direction for that division of the company
• Trecia Brown is the head of customer outcomes, focusing on enhancing client satisfaction and success
• Kim-anaka Baillie acts as the head of customer experience, ensuring exceptional service and engagement
• Raewyn Curtis leads as the head of customer service, managing service delivery and support
• Brent McGregor is the head of distribution, responsible for expanding and managing distribution channels
• William Laban serves as the northern regional manager, overseeing regional operations and performance

The Future at NZ Financial Services Group

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.