As a PAA member you have access to a range of benefits and services at discounted rates, including the PAA Electronic Discount Card; New Zealand's largest and most comprehensive Professional Indemnity Programme; and Group Life Cover.
Professional Indemnity Programme: Professional Liability Insurance
Professional Liability Insurance is designed to protect finance advisers against claims made against them by third parties alleging that an error, omission or act caused financial loss. In the complex environment of financial services, Professional Liability Insurance is an essential for advisers. PAA members benefit from a strategic partnership with Marsh, affording members the opportunity to join New Zealand's largest and most comprehensive Professional Indemnity Programme.
Group Life and Total and Permanent Disability Insurance plans
Available to members three months after joining, the PAA Group Life and Total and Permanent Disability Insurance plans offer a great opportunity to access substantially discounted premiums, negotiated for members by the Association. Please click here for more information or to get a quote.
CoreLogic - RPNZ
RPNZ can provide you with property data and analytical tools that can help you grow your client profile. PAA members receive a substantial discount on the CoreLogic product. This will help you provide value to your clients anywhere anytime at a low cost. The market price is $287.50 per month but for PAA members, it's just $92 per month, a huge saving of nearly $200!
Do you have access to a cross-market pricing and research platform designed for insurance advisers? Quotemonster provides a web-based easy to use application for pricing all adviser-based companies and in-depth research for over 26 company products including all banks and providers. You won't pay $120.75 per month, as a PAA member you'll pay $80.50. Email us at firstname.lastname@example.org to find out more.
Get 9c per litre discount with Mobil.
We continue to look for ways to add value to your membership and we are pleased to introduce this exciting new Member benefit.
Mobilcard discount applies to petrol and diesel and is accepted at a wide network of Mobil-branded service stations, all New World and Pak N Save service stations, as well as at Mobil fuel distributors Allied, Waitomo and Nelson Petroleum sites.
- 329 Mobilcard sites throughout NZ.
- Monthly invoice and statement from Mobil to show how much you've saved!
- No joining fee
- No annual card fee
- No transaction fees
What do the savings look like? Well, if your car consumed 100 litres per week and you used the Mobilcard, you would save $9 per week - that's $468 per year. For a company fleet of 10 vehicles, that's an annual saving of $4,680.
To get access to your 9c per litre discount, complete the application form below and send it to Matthew John at Mobil, email@example.com. Once your application is processed, you will receive a card in the mail - just swipe at the pump and you're good to go.
If you have any questions regarding the application, please contact Matthew John on the email above or on 027 839 3817.
PAA On the Go
The PAA App ‘PAA On the Go’ is now available from the App Store and Google Play store.
PAA On the Go will give you instant access to PAA/industry events calendar and registration page, PAA/Industry News, receive PAA notifications straight to your phone, access to PAA Social Media pages and get in touch with us without leaving the app – plus more.
Download it today to keep the PAA at your fingertips.
We’ve put together a handy Infographic that will take you through the simple steps to download the app.
To access some features of the app, such as event registration and member centre, you will need to use your PAA website login details. If you have happened to have forgotten or lost your details, please let us know so we can reset these for you – it only takes a couple of minutes and will ensure you can make the most of what the app has to offer.
Your login details are all set up for you, it's simply your first and last name, e.g. jodiegotts and your password is paa2016.
Select your platform below (when using your smartphone) to get the PAA app now or, search your app store.
If you do not have an Apple or Android device, you will need to save the URL http://appcms.quickapps.co.nz/mobile/?appcode=PAANZ on your phone as a favourite and go back into the URL when you want to fire it up. Unfortunately, with this version you will not receive notifications and the messages tab will be unavailable.
If you have any questions, please contact Jodie Gotts at Jodie.firstname.lastname@example.org or on 09 600 5174 who will be happy to help.
PAA Electronic Discount Card
As a valued member of the PAA, you receive great discounts at a range of retailers.
No need to search for and print vouchers and no need to remember to take coupons to the store with you. It's simple. All you need is a smartphone.
Fleet Management Made Easy
The PAA and Easy Fleet have formed a strategic relationship which will benefit you as a business owner. Decisions around sourcing, funding and managing your vehicles can be costly and time consuming.
Take the hassle out of managing your company’s vehicles with one call to Easy Fleet.
The Easy Fleet team have the technical knowhow, industry knowledge and contacts to make your fleet management stress free.
The advice industry brings with it a considerable amount of paperwork. Presenting clients and finance partners with correct, up-to-date forms and documentation not only helps to ensure a seamless process and great customer experience, it helps protect advisers - ensuring all legal requirements have been adhered to.
How to register as a Financial Adviser
How to apply to be an Authorised Financial Adviser
Code of Professional Conduct for AFAs (The Code)
Adviser Business Statement