Here you’ll find useful resources to help you connect with Core Advice, prepare for your financial advice appointment and manage some of the practical aspects of working with a Financial Adviser.

Whether you are arranging a meeting, joining a virtual appointment or looking for information about business risks, these resources provide a useful starting point.

book an appointment

Arrange a phone, face-to-face or virtual meeting with a Financial Adviser to discuss your financial circumstances, goals and advice needs.

An initial conversation is an opportunity to explain what you would like help with, whether that involves KiwiSaver, investments, retirement planning, insurance or other areas of your financial planning.

Choose a convenient time below to book an appointment with Ross Frater.

how to join a Zoom meeting

Joining your financial advice meeting online is simple. Use the guide below if you need help joining a Zoom meeting from your email invitation, web browser, desktop computer or mobile device.

If you have any difficulty joining your appointment, please contact us before the meeting and we’ll be happy to help.

learn about risks in your specific industry

Understanding the risks associated with your industry is an important part of protecting your business.

Unexpected events such as equipment damage, property loss, business interruption or liability issues can affect your operations and financial position. Identifying potential risks early can help you consider practical risk management strategies and review whether your business insurance provides appropriate protection.

The Vero Business Risk Profiler allows you to explore common risks by industry or by specific risk and access practical information to help reduce those risks.

Use the tool below as a starting point for understanding and managing business risks.