Who we work with
Industry Professional Associations:

PAA (Professional Advisers Association) This is an independent advisers organisation providing and enforcing a Business Code of Ethics, Rules of Advice and education in statutory compliance and provides highly qualified Industry Academic Speakers.
The Ginger Group (formally Professional Investment Services NZ Limited) provides auditing of advice, investment research and support, and professional education. Goodlife's association with The Ginger Group provides a high level of quality control for products and services offered to clients. The independence of the Group supports objective analysis in our assessment of what is right for our clients. The management of The Ginger Group and its professional members provides a synergy of experience and a wealth of knowledge in financial planning, business planning, and accountancy.
The Loan Market Group is an association of lending advisers that provides relationships with banks and lenders, lending product information and research, and continuing education in finance products and lending.
SovNet is an association of financial advisers supported by Sovereign Limited. The association provides professional education, high-level industry seminars, and superior product support.

Financial Planning Product & Service Business Relationships:

We work with most of the leading names in banking and lending, investment, risk insurance and estate planning. We pride ourselves on our relationships with these successful and professional businesses which assist us in upholding our commitment to providing our clients with the very best in financial products and services. These services include:

Banking & Finance Associations: ANZ, ASB, National Bank, Westpac, and Sovereign Home Loans.

Investment Manager Associations: ANZ Investments, Asteron, AXA, BT, Brooklyn Park
Agricultural Investments, Challenger Investments, Colonial First State, Credit Suisse,
Discovery Investments, First NZ Capital, Fisher Funds, J.B.Were Investments,
Liontamer Investments, Macquarie Investments, NZ Funds Management, OnePath, Perpetual Investments, Platinum, Russell Investments, Saggita Rothschild, and Select Wealth Management (a Sovereign company).

Risk Underwriters: AMP, AIA, Asteron, AXA, Fidelity, OnePath, Sovereign Assurance, AON, and NZI.

Estate Planning: Perpetual Trust, Guardian Trust, and Prudential Law.

Investment Specialist Accountants: Tania Mahoney of White Swan Consultancy, Garreth Collard of EpsomTax.com