The Adviser Platform

This year, we celebrated the festive season with some fun at a social cooking event. It was all hands on deck as we chopped, stirred and platted our way through the evening. Plenty of laughs and some friendly completion made for a memorable way to wrap up the year. A big thank you to all our advisers and partners for your support throughout the year. We’re proud to help make it easy to run your FAP and look forward to continuing the journey with you in 2025. Wishing you a wonderful holiday season and a Happy New Year!

Reflecting on an incredible year for TAP! As we wrap up 2024, we’re excited to share a look back at what we've delivered for our members over the past 12 months. With plenty of new developments this year it has been a remarkable journey - made possible by the support, collaboration, and trust of our incredible members and partners.

Reflecting on an incredible year for TAP! As we wrap up 2024, we’re excited to share a look back at what we've delivered for our members over the past 12 months. With plenty of new developments this year it has been a remarkable journey - made possible by the support, collaboration, and trust of our incredible members and partners. From all of us at TAP, we wish you a Merry Christmas and a Happy New Year! Here’s to even more success and growth in 2025.

Thinking of upgrading your system in the new year? Hear from Ginny Nelson on how TAP made switching systems effortless - handling every detail of her data transfer with ease and zero stress. Watch below and see why TAP makes switching easy!

Our member businesses provide advice to 135,000 households across New Zealand! We’re honoured to offer a complete solution for adviser businesses, making it easy for them to focus on what they do best - supporting their clients with excellent financial advice. Here’s to continuing our support for New Zealand advisers in 2025!

With quarterly reports, streamlined record-keeping, and an easy-to-use advice platform. Watch below as Dave Thomas shares how TAP’s online advice tools help his team stay compliant, providing a clear overview of the entire process.

This year, we welcomed 24 talented professionals to TAP, expanding our team to 88. Each new team member strengthens the expert support we offer advisers, reflecting our commitment to advancing our members' businesses and providing consistent, high-quality service. Want to explore how TAP can support your business? Get in touch at info@tapnz.co.nz to find out.

Are you looking for more than an expensive address book for your advice business? Watch below as Regan Thomas shares how TAP goes beyond other CRMs by not just telling him what to do, but helping him do it.

In 2024, TAP managed 720,000 admin tasks, freeing up advisers to focus on clients and growing their business. With a team of industry-trained professionals, TAP Admin offers seamless support, from inbox management and claims processing to proactive policy renewals. Tailored advice businesses of any size, our comprehensive admin solutions mean less time on tasks, more time with clients. Ready to focus on growing your business in 2025? Get in touch at info@tapnz.co.nz and let TAP take care of your to-do list.

Throwback to an incredible day at the TAP Conference last month! We’re revisiting the buzz, excitement, and connections made through a special behind-the-scenes video featuring our very own Taz Alnahas, Key Account Manager at TAP. Watch below as we relive Taz's journey around the event, capturing candid moments with members, insightful sessions, and the vibrant atmosphere that made the day truly unforgettable.