Myself and my wife Paula have 4 grown up children and 2 permanent foster children who are now in their teens. Added to this we are very proud Grandparents to 6.

As a business I've been in the Financial Adviser space for over 30 years now, initially in the UK and now here in NZ. We run a successful Insurance Adviser business based in Auckland and as part of this look after many well known national branded companies & their staff including Auckland's largest employer.

We run the PipelinePRO CRM in tandem with our existing industry specific CMS system.

Jaden my son has a background in computer science and technology. He initially worked for a large NZ retailer as one of their customer tech support staff before joining the business as the company's technology officer.

Whether you're here in NZ, Australia or even the UK, running a regulated Financial Advice business certainly has it's challenges.

The biggest challenge at present is around Servicing Existing Clients.

Having a robust, pro active & simple system to demonstrate and manage a firm's ongoing servicing obligations to the regulators and clients is now more important than ever. The 'time resource' required to complete this is far greater than it has ever been, as let's be honest here - one email to a client per year out of an existing CMS system doesn't cut it anymore.

We're fully aware of the existing industry Client Management Software (CMS) options available which are marketed as CRM's, but in reality they are expensive management softwares designed to tick our regulatory process boxes for onboarding a new client.

None of these come close to the marketing functionality & capability that PipelinePRO has for being a true market leading ''CRM'' - Client Relationship Management software that it is.

We've implemented PipelinePRO into our business & with the magic of the additional Marketing Automation Suite module to drive & streamline the company's marketing & service delivery to it's clients.

In the first year of implementation, PipelinePRO literally saved the company over 300+ man hours a year in eliminating tiresome administrational tasks & build auto pilot interactive servicing to our existing clients which now sets us apart from our competitors.

PipelinePRO has been a gamechanger for us and so much so we have chosen to partner with Andrew and the team and become Certified Partners to help other adviser firms & businesses take full advantage of this game changing CRM software too.