Finzo is a CEFEX-accredited, licenced Financial Advice Provider offering custodial support to empower other Financial Advisers, by reducing the noise from administration and increasing regulatory demands. New Zealand’s evolution towards a new financial advice regime setting industry-wide standards for conduct and competence has created the need for custodial support. Finzo (formerly the Boutique Advisers Alliance) introduces global best practices to New Zealand advice firms, helping them build resilience and focus on their competitive advantages. Through our knowledge, systems, connections and our utmost respect for our clients, Finzo provides flexible support and solutions to help our clients grow in size and capacity as they require. We provide professional, efficient and flexible services. We aim to make our partners feel comfortable and safe in their journey forward, with more confidence and more capacity to focus on their own clients' needs. Through our owners, directors and team members, Finzo NZ Limited (FSP522646) is identified as a Māori business. Contact us today to find out more about our offerings and how they can help you.
