At Velis, we offer a complete pathway for aspiring advisers, ensuring success from start to finish. Whether you’re looking to get certified, gain practical skills, access industry resources, or secure a job, our services are designed to support you at every stage of your journey.
With our impartial guidance, advanced AI-powered tools, and dedicated job placement services, we are committed to helping you achieve your career goals.
With initial focus on the mortgage advisory sector, Velis will be expanding its services to the wider financial services industry
Let us teach you how to obtain the New Zealand Certificate in Financial Services (Level 5) with the Residential Property Lending strand. This qualification is essential for anyone wanting to provide regulated financial advice.
Our Launchpad & Training Program is designed to help new advisers hit the ground running. From filling out paperwork to interpreting lender documents, this program equips you with the practical knowledge needed to succeed in the mortgage advisory industry.
Our resources include key information from a wide range of banks, such as refinancing terms and residential property lending guidelines. We also provide 13 calculators to assist with tasks like loan calculations and mortgage repayments.
We maintain strong relationships with FAPs actively seeking both new graduates and experienced mortgage advisers. With our support, you can seamlessly transition into your new role. Let us help you take the next step in your career.
If you’re a FAP interested in hiring trained advisers or need support in training your current team, Velis offers a comprehensive solution. We provide mentoring programs to ensure new advisers are well-prepared, as well as access to our job placement services for finding top talent.
Our portal gives you direct access to all our resources, calculators, compliance documents, and AI-powered tools. Whether you're a current adviser or just starting, login to our portal to explore everything Velis has to offer.
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