Insights

Customer-Centric Approach AdviceFirst emphasizes quality advice tailored to individual needs, building strong personal relationships with clients. This personalized approach presents opportunities for upselling additional financial services based on evolving client needs and life stages.

Strategic Partnerships The recent partnership with Southern Cross Group showcases a commitment to collaborating with established entities in the financial services sector. Leveraging such partnerships can open doors for cross-selling insurance products or joint offerings to a broader client base.

Technology Integration With a tech stack including Font Awesome, jQuery, Google Tag Manager, and more, AdviceFirst demonstrates a focus on digital transformation. Utilizing technology-driven solutions can enhance client experiences, presenting opportunities to offer innovative digital financial tools and services.

Growth Through Acquisitions The consolidation of AdviceFirst with Spicers and later with POD showcases a growth strategy through acquisitions. This growth trajectory can signal potential opportunities for expanding services, reaching new markets, and acquiring a larger client base.

Competitive Positioning Located within the New Zealand financial advisory landscape, AdviceFirst stands out with its established reputation and the backing of AMP Group. Leveraging this credibility can be advantageous in attracting clients seeking trusted and experienced financial advice.

AdviceFirst Tech Stack

AdviceFirst uses 8 technology products and services including Font Awesome, jQuery, Lodash, and more. Explore AdviceFirst's tech stack below.

  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • RSS
    Miscellaneous
  • Google Tag Manager
    Tag Management
  • Zoom
    Web Conferencing
  • Contact Form 7
    Web Platform Extensions
  • Facebook
    Widgets

AdviceFirst's Email Address Formats

AdviceFirst uses at least 2 format(s):
AdviceFirst Email FormatsExamplePercentage
First.Last@spicers.co.nzJohn.Doe@spicers.co.nz
90%
Last@spicers.co.nzDoe@spicers.co.nz
10%
First.Last@advicefirst.co.nzJohn.Doe@advicefirst.co.nz
95%
Fir.Last@advicefirst.co.nzJoh.Doe@advicefirst.co.nz
5%

Frequently Asked Questions

Where is AdviceFirst's headquarters located?

Minus sign iconPlus sign icon
AdviceFirst's main headquarters is located at Level 6, 42-52 Willis Street Wellington, 6143 NZ. The company has employees across 3 continents, including OceaniaAsiaNorth America.

What is AdviceFirst's phone number?

Minus sign iconPlus sign icon
You can contact AdviceFirst's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AdviceFirst's official website and social media links?

Minus sign iconPlus sign icon
AdviceFirst's official website is advicefirst.co.nz and has social profiles on LinkedIn.

What is AdviceFirst's NAICS code?

Minus sign iconPlus sign icon
AdviceFirst's NAICS code is 52 - Finance and Insurance.

How many employees does AdviceFirst have currently?

Minus sign iconPlus sign icon
As of November 2024, AdviceFirst has approximately 63 employees across 3 continents, including OceaniaAsiaNorth America. Key team members include Head Of Client Experience: B. H.Head Of Wealth Management Advice: B. H.Head Of Employee Experience (advicefirst & Enable.Me): E. B.. Explore AdviceFirst's employee directory with LeadIQ.

What industry does AdviceFirst belong to?

Minus sign iconPlus sign icon
AdviceFirst operates in the Financial Services industry.

What technology does AdviceFirst use?

Minus sign iconPlus sign icon
AdviceFirst's tech stack includes Font AwesomejQueryLodashRSSGoogle Tag ManagerZoomContact Form 7Facebook.

What is AdviceFirst's email format?

Minus sign iconPlus sign icon
AdviceFirst's email format typically follows the pattern of . Find more AdviceFirst email formats with LeadIQ.
AdviceFirst

AdviceFirst

Financial ServicesWellington, New Zealand51-200 Employees

AdviceFirst is passionate about providing quality advice. We help thousands of New Zealanders stay on track with quality advice throughout life. 

AdviceFirst helps Kiwis reach their lifetime goals.

We were established to help New Zealanders prepare financially through life.  We have years of experience offering expert financial advice throughout your life.

Many thousands of kiwis already have a strong personal relationship with us, choosing us to provide tailored financial advice that includes:
-managing your hard-earned cash so it grows to support your needs
-planning to realise a retirement you can really afford
-investing a windfall
-and along the way protecting everything that is important  

As well as employee and business financial planning advice we can also provide:
-business planning advice
-HR services and systems
-recruitment solutions
-coaching and career development   

Our advisers are experts, they’ll take the time to understand exactly what you want, or more importantly what you need and our nationwide network of financial advisers are experienced and professionally recognized, to help you realise a better financial future. AdviceFirst is a Financial Advice Provider (FSP23242).

AdviceFirst is a New Zealand wide advice network - in which AMP*, a long-established financial services company, has a majority shareholding.

AdviceFirst was formed in 2008 by a small group of Financial Advisers. Spicers also a financial planning and investment company was formed in 1987.  In 2016 AdviceFirst and Spicers joined together as one company to operate as AdviceFirst, a nationwide network of professionally recognised financial advisers. In 2018 POD, an HR Consultancy, joined AdviceFirst broadening our business offering to add more value to our clients so they can realise a better financial future.

For a personal approach, the sooner you get started the better.  Let’s talk.

* AMP New Zealand Holdings Limited, is part of the AMP Group of Companies.

Section iconCompany Overview

Headquarters
Level 6, 42-52 Willis Street Wellington, 6143 NZ
Phone number
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

Section iconFunding & Financials

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.