The Adviser Platform - TAP

The Adviser Platform - TAP TAP gives you the resources, tools and support you need to provide a valuable service to your client

Join our virtual open day!We'll delve into the unique advice tools and see how the system is designed to take the guessw...
12/02/2023

Join our virtual open day!

We'll delve into the unique advice tools and see how the system is designed to take the guesswork out of running a FAP, whilst giving you the confidence to expand your client base.

Focused on Risk? Attend our session on Wednesday 22nd February at 10:00am: https://bit.ly/3YpLT9n

Focused on Mortgages? Attend our session on Wednesday 22nd February at 2:00pm: https://bit.ly/3JYJtKo

Looking for a one-stop-shop for advice delivery, client document management, sales pipeline, key compliance and governan...
20/01/2023

Looking for a one-stop-shop for advice delivery, client document management, sales pipeline, key compliance and governance reporting?

Talk to TAP. Our goal is to help advisers meet their compliance requirements efficiently and cut down on the number of different systems, templates and spreadsheets that they may currently be using.

We provide the tools to assist with internal governance and oversight, allowing advisers to self-audit and manage multiple advisers quickly and easily.

Interested? Book a time to chat about how we can help you: https://lnkd.in/gZb9j68

18/01/2023

TAP is here to help. We can take care of the maintenance and background processes so you can focus on relationship-building and bringing on new clients to your business.

Let's chat about how we can help you: https://calendly.com/ryan-tap/theadviserplatform

Are you tired of using complicated and expensive systems to deliver advice to clients?It's time to join TAP.We’re commit...
16/01/2023

Are you tired of using complicated and expensive systems to deliver advice to clients?

It's time to join TAP.

We’re committed to supporting the independent adviser market with genuine, tangible services.

We deliver a cost-effective solution that enables advisers to simply and efficiently deliver advice. Our innovative platform, alongside our market-leading compliance and FAP (financial advice provider) management services, is designed to offer a genuine value proposition for advisers.

To find out more, head to our website tapnz.co.nz.

Dealing with a complaint can be challenging.Not only does our CRM track and document complaints, but all TAP members als...
13/01/2023

Dealing with a complaint can be challenging.

Not only does our CRM track and document complaints, but all TAP members also have access to a team of industry experts who provide assistance with challenging issues.

Want to know more about how we can help you manage any complaints?

11/01/2023

Feedback like this from our members is why we do what we do.

Want to join the team? Let's chat: https://bit.ly/3GkSJ6D

Struggling with running a FAP?TAP has the expertise and tools to take the time and stress out of the process. Let us tak...
09/01/2023

Struggling with running a FAP?

TAP has the expertise and tools to take the time and stress out of the process. Let us take care of it for you.

We can:

– Review your current FAP structure and identify potential gaps.
– Provide any necessary tools, policies and processes to fill those gaps.
– Assist with your ongoing oversight and compliance obligations.

Talk to us today about how we can help prepare your business for success.

Are you getting a proper break over this holiday season?Our team of full-time admin staff can keep things running while ...
06/01/2023

Are you getting a proper break over this holiday season?

Our team of full-time admin staff can keep things running while you're taking a holiday so you can relax knowing your inbox and background admin is being handled.

Want to know more? Lets chat: https://bit.ly/3GkSJ6D

04/01/2023

We love working with advisers to build their confidence and help make sure they are set up for success.

Want to know more about how we can help you? Let's chat: https://bit.ly/3GkSJ6D

Its officially 2023! With March 15th approaching quickly getting your full license is just the first step.You also need ...
02/01/2023

Its officially 2023! With March 15th approaching quickly getting your full license is just the first step.

You also need to make sure that your ongoing processes and documentation are always audit-ready.

At TAP, we provide cost-effective file reviews and feedback as often as you require to make sure you're ticking all of the boxes in your business.

Want to find out more? Book a time to chat with us today: https://bit.ly/3GkSJ6D

It’s tough trying to be the main adviser, compliance expert, systems guru, and administration specialist at the same tim...
30/12/2022

It’s tough trying to be the main adviser, compliance expert, systems guru, and administration specialist at the same time!

Here at TAP, we have everything you need to succeed as an adviser from a market-leading CRM to a team of dedicated admin staff.

Want someone to share the load in your business? Lets talk: https://bit.ly/3GkSJ6D

Check out what our valued members say about us! Take the stress out of getting yourself sorted for next year and get in ...
28/12/2022

Check out what our valued members say about us!

Take the stress out of getting yourself sorted for next year and get in touch with us: https://bit.ly/3GkSJ6D

Address

1 Beaumount Street
Auckland
1011

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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