Welcome to
Velis

Supporting the New Zealand Financial Services Industry

At Velis, we’re dedicated to helping financial advisors succeed at every stage of their career. Whether you’re starting out or looking to enhance your skills, our comprehensive services are designed to guide you on your journey as a financial adviser in New Zealand. Velis services can be replicated to meet the needs of any financial services business.

Where We Help

At Velis, we offer a comprehensive end-to-end package designed to guide you through every stage of your career journey. From helping you choose the right certification to providing practical, industry-ready training, ongoing support, and job placement, we’re here to ensure your success.

If you’re looking for a seamless, structured pathway to becoming a fully qualified and employed advisor, explore how our start-to-finish package can work for you. Velis will be expanding its launchpad and training programs to include all sectors in the financial services industry.

Certification Support

We help you navigate the options for obtaining the New Zealand Certificate in Financial Services (Level 5). This qualification is essential for providing regulated financial advice and builds a strong foundation for a successful career in mortgage advisory.

Launchpad & Training

We offer comprehensive, hands-on training that bridges the gap between theory and practice. Our training ensures you’re not only prepared academically but also ready to apply your knowledge in real-world mortgage advisory scenarios, so you can hit the ground running when you join a Financial Advice Provider (FAP).

Resources

Our industry-wide platform provides mortgage advisers with access to essential resources, from banking document templates to detailed guidance on completing complex forms. These tools are designed to support your ongoing professional development and make day-to-day tasks easier.

Job Placement

We don’t just prepare you for the industry – we help you get started. Through our extensive network of Financial Advice Providers (FAPs), we support our graduates in securing job placements after completing their certification and training, ensuring a smooth transition into the workforce.

Why Choose Us

At Velis, we provide a comprehensive, impartial pathway for aspiring advisers. We’re not linked to any Financial Advice Providers (FAPs), which allows us to offer unbiased advice tailored to your career ambitions. Our state-of-the-art platform also features the latest advancements in AI technology, including AI chatbots to enhance your learning experience and automate your business.

Impartial Support

Unlike some training providers, Velis is not affiliated with any FAP, allowing us to provide objective guidance. This ensures you receive neutral support to make informed decisions about your professional future.

AI-Powered Technology

We lead the way in integrating AI chatbots and automated tools to support your journey. Whether you need real-time assistance or resources, our advanced technology ensures that help is always available when you need it.

Tailored Resources

Our platform gives you access to industry-leading resources, from banking document templates to detailed tutorials on completing mortgage forms. We help mortgage advisers navigate the complexities of the industry with ease.

Practical Training

We focus on preparing you for the real-world challenges of mortgage advising, bridging the gap between theory and practical application. Our training programs ensure that you’re job-ready when you join a Financial Advice Provider (FAP).

Job Placement Support

Velis works closely with a network of Financial Advice Providers (FAPs) to connect our graduates with job opportunities. Our job placement services help ensure a smooth transition into the workforce, giving you the support needed to kickstart your career in mortgage advising.

Want More information on what we do?

Certification

We help you explore your options for obtaining the New Zealand Certificate in Financial Services (Level 5), guiding you through the process to meet industry standards and begin your career as a certified mortgage adviser.

Training & Launchpad

Our training bridges the gap between theory and practice, preparing you for the real-world challenges of the mortgage advisory industry. We make sure you’re fully equipped to join a Financial Advice Provider (FAP).

Resources

Our platform provides a wide range of resources, including templates and compliance materials, to help you stay efficient and informed as a mortgage adviser.

Job Placement

We connect you with Financial Advice Providers (FAPs) to help you secure a job after completing your training, making sure your transition into the industry is smooth and successful.

ADDITIONAL SERVICES WE PROVIDE

service 1

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service 2

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service 3

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OUR CASE STUDIES

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Architecture Project (Demo)

Photography Light (Demo)

video-project (Demo)

Photography Dark (Demo)

Real Estate 02 (Demo)

Villa For Rent (Demo)

Web Project (Demo)

App Development (Demo)

CUSTOMERS ABOUT US

Jeniffer Burns

Creative Heads Inc.

TheGem comes with an extended powerful theme options panel, which allows you to customize just anything in an appearance of your website – with few clicks.

Marcus Fields

Marketing Manager

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OUR CLIENTS

16 Nov: Business Post (Demo)

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