Hawke's Bay financial planning firm wins national KiwiSaver award for seventh consecutive year and also scoops Advisers Institute award

For the seventh year, Cole Murray has won the Grosvenor KiwiSaver Practice of the Year award, proving again that regional financial services firms can deliver big benefits for their clients.   The win comes hot on the heels of one of Cole Murray’s insurance advisers, Roseann McConnel receiving an Advisers Institute award win, making it a special week for the firm.

The Grosvenor award is designed to honour the achievements of an advisory practice dedicated and committed to KiwiSaver and contenders are judged not only the number of members they introduce to the KiwiSaver scheme, but also on the level of support and service they provide.

Grosvenor’s head of sales and marketing, Diana Papadopoulos says the needs of KiwiSaver members are changing. 

“It’s no longer simply about joining a scheme, it’s about understanding how to get the most from your KiwiSaver account.  This is where the benefit of quality financial advice comes in. 

“Grosvenor believes it’s incredibly important that KiwiSaver members have access to good independent advice.  The fact we are recognising advisers around the country who make a huge contribution in this area gives us confidence that KiwiSaver is truly working for members of our Scheme.

“Cole Murray has shown a relentless commitment to working with clients and promoting the benefits of KiwiSaver.  For many New Zealanders, KiwiSaver will be vital to ensuring they have the comfortable retirement they deserve and Cole Murray has demonstrated on-going dedication to helping people on their journey,” says Mrs Papadopoulos.

Grosvenor is one of this country’s largest KiwiSaver scheme providers, with more than 94,000 New Zealanders enrolled in its schemes.  The firm is also a Government default KiwiSaver provider, selected on the basis of investment capability, corporate strength, administrative capability, track record and stability, and on their ability to educate new members about KiwiSaver.

Winning the Advisers Institute KEPA award places Mrs McConnel in the top 20 percent of advisers in New Zealand. 

“We recognise advisers who are performing at a good level because this shows that they are helping a high number of clients through the advice they provide,” says Dr Dave McMillan, KEPA’s head of training and development. 

Cole Murray director Mike Murray is thrilled with the award wins.  “To have won the Grosvenor award again and to have one of our advisers recognised and placed in the top band of her peers is immensely satisfying.  It confirms that the realistic, workable approach we take to both KiwiSaver and our range of financial, investment and advisory services is resonating with New Zealanders.”

ENDS

 

For more information please contact Mike Murray at Cole Murray, phone 870 7050 or email mike.murray@colemurray.co.nz

Issued by Sarah Thornton, Thornton Communications, phone 027 354 7747 or email sarah@thorntoncomms.co.nz