Advise

1

Deliver greater client value

InvestaMatch allows you to expand your services to clients in an easy and scalable manner. Now not only can you provide advice around seeking finance or investment – you can connect clients with the right people and seamlessly manage the process.

Within a few clicks you can set up a business listing on InvestaMatch, or brief one of our professional marketers who will contact your client and facilitate this for you.

Your clients will benefit from having 'advisor listing' status featuring your logo. 'Advisor' status helps their listing to stand out from the crowd, encouraging a greater rate of enquiry from InvestaMatch's discerning members.

2

Generate leads

Your logo will appear on every client listing, making your brand highly visible and repetitious for active members. An advisor logo attached to a listing adds an extra level of credibility – associating your brand with the values of trust and quality.

Within the advisor directory you will receive your own profile page to promote your services and the opportunity to feature content on InvestaMatch’s website and email newsletters – providing you with measurable direct enquiry.

3

Your own branded portal

As an advisor client InvestaMatch will set you up with your very own custom branded portal where you can centrally manage your client listings. Your portal will allow visibility and management of:

  • All current listings
  • Soon to expire listings
  • Member enquiries
  • Listing performance – through top-line reporting of views

You’ll also receive a monthly email summary of listing activity and performance.

4

Exclusive advisor rates

Our Advisor account is available to advisors for only $300 per year, in return you’ll receive brand exposure and direct leads from across InvestaMatch’s growing database of members.

  • Custom branded advisor portal
  • Logo placement on all client listings
  • Logo on the advisor directory
  • A profile page featuring company bio, key personnel and contact details
  • At least 2x advertorial content pieces on the InvestaMatch blog and email newsletter per year
  • Discounted listing rate and referred membership incentive
5

Become an advisor

Register your interest to receive more information

Enquire now
NZ$300
advisor
annual
fee