At Velis, we are dedicated to supporting advisers at every stage of their journey. We provide both aspiring and established professionals with the guidance, resources, and practical experience needed to thrive in New Zealand’s financial services sector.
As a trusted, impartial partner, we assist advisers in exploring certification options, gaining hands-on training, and advancing their careers. Our strong connections with Financial Advice Providers (FAPs) mean that we can connect graduates and experienced advisers with job opportunities, helping them build a lasting career in financial services advisory. Beyond training, we offer members access to a comprehensive suite of resources, including compliance documents, industry insights, and a powerful suite of calculators – all available in our innovative online portal.
Driven by a commitment to technology, our platform features AI-powered tools like chatbots and searchable resource libraries, designed to simplify tasks and enhance learning. Velis is more than just a service – we’re a community built to support advisers in achieving their career goals.
Our vision is to create a thriving community of financial advisors who are fully equipped to navigate the complexities of the financial services industry with confidence and integrity. We aim to be the leading support network for financial advisors, offering cutting-edge resources, impartial guidance, and the latest AI-driven tools to ensure every adviser can excel and provide exceptional service to their clients. Velis is not an aggregator or a FAP. Our role is to support advisors and aggregators with tools and services. Your FAP will still need to join a lending aggregator.
Our mission is to empower financial advisors by providing them with the knowledge, practical training, and resources they need to succeed. We are committed to bridging the gap between certification and real-world practice, job placement support, and a comprehensive suite of tools tailored for advisers. By fostering a supportive, impartial environment, we help advisors build sustainable careers and make a positive impact in the financial services industry.