How can I help you?
Financial Advice - If you have come here looking for Personal Financial Advice - go to www.duxfinancial.co.nz
Mentoring - If you are an adviser who wants someone to bounce ideas of, either irregularly, or regularly, be they small ideas or large goals, I can help you.
Independent Advice - If your firm needs someone to look over your systems and processes, or vet your digital advice process, or anything to do with your FAP or advice business that needs to be done by an external party, I can help.
Corporate - If you are Financial Product provider and want an overview of a process, product, system - I can help.
Speaker - If you need a speaker on a financial topic at your firm, conference etc - I can help.
Below this is a non exhaustive list of the areas I can assist with, either from an overview, analysis, mentoring, or speaking role.
“Alan Borthwick runs a successful full service financial advice business in Wellington, which has grown and grown because of his impressive domain knowledge and determination to keep improving his business every day. His service is broadly based and takes a whole of person view when considering the needs of clients – that encompasses the ability to consider a wide range of effects, possibilities, and solutions. He focuses on the customer, not a product sale. Always practical, Alan’s approach to financial planning is also adaptable and he is interested in new concepts and delights in thinking innovatively. We have found his involvement in our review of digital advice processes very valuable and will be working with Alan again in the future.”
Russell Hutchinson
Chatswood consulting/Quality Product Research
Skill Areas:
Mortgage Finance
Personal and Business Risk Insurance
Fire and General
KiwiSaver and Investments
Financial Planning
Financial Counselling - budgeting, debt management, separations, windfalls, bankruptcy, financial stress, goal setting etc
Digital Advice Process Review
Advice Process Review
Sales process review
Business growth advice
Recruitment and mentoring