A Warm Welcome toCustomers of The Advice Hub
As per the letter you will have received on the 6th of September, The Advice Hub has entered into an agreement with Multiply to transfer its KiwiSaver and insurance clients into Multiply’s financial advice service.
Multiply will be your financial adviser as of the 6th of September 2024.
You can get in touch with by:
- Emailing Thomas at thomas@multiplynz.com or at support@multiplynz.com
- Phoning Thomas on either 0800 116 012 or 021 766 761.
You can also connect with us on social:
Meet Your New Adviser
Thomas founded Multiply in 2016 as a consultancy business, providing strategic advice to large companies such as Spark, BNZ, and Trustpower. Multiply started offering retail financial advice in 2017, and has since grown into a holistic advice business working with clients on their long-term financial goals and encompassing investment and KiwiSaver advice, insurance advice, and property and mortgage advice, as well as continuing to provide tax and accounting services to small businesses and self employed people.
Thomas is based in central Auckland and travels regularly around the country to visit clients. He is a qualified financial adviser (FSP625770) and holds both a Level 5 Certificate in Financial Planning and a Postgraduate Diploma in Business Administration from the University of Auckland.
Giveaway
As a welcome gift to new clients, we’re giving away copies of economist Kyle Scanlon’s new book, In This Economy?
Kyla is a Bloomberg columnist who coined the term “vibecession” in her writing in 2022, a term that refers to peoples negative feelings towards the economy in spite of economic performance being strong. Her book does a great job of explaining economic principals in simple, clear language, and is a great read for anyone interested in understanding the basics of how economies work.
If you’d like a copy, just email Thomas at thomas@multiplynz.com. The first five people to do so will receive a copy of Kyla’s book (an actual, physical copy that we’ll courier to you).
Common Questions and Answers
We’ve put together a list of commonly asked questions and answers to cover off some of the key things that you need to know about the change to your financial advice service. If there is anything at all not covered below, please feel free to get in touch, either by email at thomas@multiplynz.com, or you can call Thomas directly on 021 766 761.
Who is Multiply?
We’re a holistic financial advice business headquartered in Auckland, servicing customers around New Zealand. Like The Advice Hub, we provide financial advice to a wide range of customers, and we advise on a full suite of services, including Financial Planning, Investments and KiwiSaver, Property and Mortgages, and Insurance and other risk management tools.
We also provide tax and accounting services to small businesses, self-employed individuals, and investors with more complex tax needs.
Multiply holds a Financial Advice Provider licenses and is registered on the Financial Services Provider Register (FSP697871), and you can read our disclosure statement here. Multiply has been providing financial advice to retail clients since 2017.
Who is my new Financial Adviser?
Thomas Salmen is the founder of Multiply and will be your financial adviser as of today. You can read more about Thomas here, and you can contact him directly by email at thomas@multiplynz.com or on mobile 021 766 761.
Why are you my Adviser now?
We have entered into an agreement to take over customers of The Advice Hub due to changes in the commitments of The Advice Hub team. Multiply has agreed to take over a number of their customers in support.
Is anything about my KiwiSaver or insurance going to change?
Your KiwiSaver and insurance products will not change as a result of the change to your financial adviser.
We will be reaching out to clients directly over the next few weeks to introduce ourselves and to discuss any questions you may have about us or the change.
Your KiwiSaver and insurance needs change over time, so it’s important to review them regularly with your adviser. We’ll also talk to you about scheduling your regular reviews moving forward, so we can discuss how your needs have changed and whether your financials services should change too.
What about my mortgage?
If you currently have a mortgage that was brokered by or is under advice of The Advice Hub, this will continue. This transfer of advice services is limited to KiwiSaver and insurance advice and does not included mortgages that are currently under advice of The Advice Hub.
However, if you do not have a mortgage currently, and are thinking about buying a new property or upgrading a current one, Multiply does provide mortgage brokerage and property advice – so please get in touch if you’d like to discuss how we can support you on this.
How do I contact my adviser?
You can reach us by:
Email at thomas@multiplynz.com or support@multiplynz.com
Phone on either 0800 116 012 or 021 766 761.
Can you help me with advice on other financial services?
Absolutely. In addition to KiwiSaver and insurance advice, we advise clients on long-term Financial Planning, Investing, Mortgages and Property, as well as Tax and Accounting services for business owners or self-employed people.
If you want to talk to us about any of the above and how we can support you, please get in touch.
What happens if I need to make an insurance claim?
If you need to make a claim on an existing insurance policy, you can either:
- Contact Thomas directly.
- Email claims@multiplynz.com.
- Contact your insurer directly.
We encourage clients who need to make claims to contact first us so we can support you through the process, but if you’d rather deal with the insurer directly then you’re welcome to do so.
How do I access my KiwiSaver?
You can log into the Superlife KiwiSaver portal at this link here.
If you want to request a KiwiSaver withdrawal for a first home purchase, you can contact us to guide you through the process of making a first home buyer withdrawal. You can also find the withdrawal request forms here (PDF). Make sure you do this well in advance of settlement as withdrawals can take several weeks to process.
If you’d like to request a withdrawal because you’ve reached the age of eligibility, are experiencing financial hardship, or some other reason, contact us on the details above to discuss how to arrange.