Client-Centric Excellence in Financial Advice:

At CredSol Financial Services, our primary focus is delivering client-centric excellence in financial advice. Our goal is to empower our advisors to provide clients with a comprehensive and personalized approach to financial solutions, tailored to their unique needs. We’re committed to helping you build a career you can be proud of.

Licensing Options for the New Regulatory Landscape:

We are fully prepared for the changing regulatory landscape and offer two licensing options for advisors looking to join CredSol Financial Services Limited: (1) Operate under our transitional Financial Advice Provider (FAP) license, or (2) Join CredSol Financial Services Limited under your own FAP. Whichever path you choose, we stand ready to support you in thriving within the new regulatory framework.

Established Relationships with Leading Providers:

With strong and enduring partnerships with nearly all major lenders in New Zealand, our advisors gain access to high-quality financial products and solutions for their clients. These valuable relationships enable you to deliver the best financial services.

National Networking and Collaborative Community:

In the realm of financial advising, the journey can often feel solitary. But that changes when you become part of the CredSol team. Joining CredSol Financial Services connects you to a nationwide network of like-minded professionals. Your fellow CredSol advisors become your team, offering vital support, insights, and camaraderie. You’ll never walk alone in your financial advising journey.

Flexible Branding Options:

Whether you’ve built your own brand from the ground up and want to maintain it or prefer to align with a trusted brand in financial advice, CredSol Financial Services offers flexible branding options to suit your preferences. You can confidently build your own brand or become a part of our well-established brand in the mortgage advisory industry.

Ongoing Training and Professional Development:

We prioritize your growth and development with regular provider training, system training, webinars, and ongoing business development sessions geared towards your professional growth. As part of our commitment to your success, we provide two professional development days every year and host an annual conference where you can expand your knowledge and network with fellow advisors.

Marketing Support and Lead Generation:

Opt to work under the CredSol brand, and you’ll benefit from marketing support, branding, marketing materials, and access to leads generated in your specific area. Our marketing materials and strategies are designed to help you reach a wider audience and grow your client base.