How we do it

We use our coaching experience and skills to help you turn compliance into capital value

We coach. That means we challenge some existing thinking, teach skills, provide resources and then help monitor that it all works.

We believe that compliance means being professional and utilising processes and best practices to build something far more valuable than some contractual rights to renewals. It is about creating intellectual property through proprietary systems and methods which also just happen to be compliant. That IP is future capital value for the owners of great advice businesses, and that means owners who work with us go through a process that increases their competence AND their confidence.

Working with you

  • We spend time understanding how your business works and where you want it to go
  • We’ll challenge your thinking sometimes and help you understand choices in how you might go about things
  • We’ll teach and guide you through the compliance world so that YOU have the skills to better manage your business professionally
  • Templates, tools, guides…of course we have loads of them. But we also have a fabulous library of practice management, marketing, and business development stuff for our ongoing clients to help them build better businesses too
  • Our Compliance Assurance Program process will keep you up-to-date with anything you need to know, and we’ll be checking to make sure that your processes are being used properly and that you are also meeting the regulatory expectations.

We expand your business and management capability

Download our 2023 adviser guides

Locum Adviser GuidanceCPD Guidance
ABOUT
Who we are
What we do
How we do it
Get in touch
CONTACT
info@strictlybiz.co.nz
0800 027 007
My Compliance is a service provided by Strictly Business Ltd for NZ Financial Advisers
© Strictly Business Ltd 2021