Helping you succeed in life's financial journey
Cole Murray wins national KiwiSaver award for seventh consecutive year and also scoops Advisers Institute award
Jeremy Cole - Director/Authorised Financial Adviser , Sarah Thornton - Thornton Communications
For the seventh year, Cole Murray has won the Grosvenor KiwiSaver Practice of the Year award, proving again that regional financial services firms can deliver big benefits for their clients. The win comes hot on the heels of one of Cole Murray’s insurance advisers, Roseann McConnel receiving an Advisers Institute award win, making it a special week for the firm.
The Grosvenor (renamed Booster in 2016) award is designed to honour the achievements of an advisory practice dedicated and committed to KiwiSaver and contenders are judged not only the number of members they introduce to the KiwiSaver scheme, but also on the level of support and service they provide.
Grosvenor’s head of sales and marketing, Diana Papadopoulos says the needs of KiwiSaver members are changing.
"It’s no longer simply about joining a scheme, it’s about understanding how to get the most from your KiwiSaver account. This is where the benefit of quality financial advice comes in."
Grosvenor believes it’s incredibly important that KiwiSaver members have access to good independent advice. The fact we are recognising advisers around the country who make a huge contribution in this area gives us confidence that KiwiSaver is truly working for members of our scheme.
“Cole Murray has shown a relentless commitment to working with clients and promoting the benefits of KiwiSaver. For many New Zealanders, KiwiSaver will be vital to ensuring they have the comfortable retirement they deserve and Cole Murray has demonstrated on-going dedication to helping people on their journey,” says Mrs Papadopoulos.
Grosvenor is one of this country’s largest KiwiSaver scheme providers, with more than 94,000 New Zealanders enrolled in its schemes. The firm is also a Government default KiwiSaver provider, selected on the basis of investment capability, corporate strength, administrative capability, track record and stability, and on their ability to educate new members about KiwiSaver.
"We recognise advisers who are performing at a good level because this shows that they are helping a high number of clients through the advice they provide," says Dr Dave McMillan, KEPA’s head of training and development.