March 2023: What a team!!

Total Life was recently awarded Business of the Year at the inaugural Wealthpoint Member Awards.

Total Life has grown significantly in the past year, and it was great to be recognised in this way. Our aim is to give our clients Total Life financial advice and we have specialist advisers in Insurance, Investment, Kiwisaver and Mortgages. We are committed to working with our clients as a team and have Advisers throughout NZ with our head office in Invercargill, Southland.

TLC is a member of the Wealthpoint Network and these awards celebrate the achievement of its members. Recipients of these awards have been nominated by their peers for implementing key initiatives in their specialty areas that improve business systems while providing high-quality advice outcomes for their clients.

“Total Life has demonstrated an impressive ability to set a clear strategy and then execute it. Their plan was built around three key objectives, to increase the financial strength of the business through revenue growth, to develop their client offering through broader products and services and to expand into other parts of New Zealand.

Other initiatives focused on their people include the development of a mentoring programme for advisers and support staff, implementation of a performance management framework, introduction EAP, personal development plans and salary benchmarking.

Total Life has introduced a new approach to client segmentation where targeted service plans correspond to each category. They have also introduced a programme to help clients convert to 10-year level premiums in order to address affordability issues.” – Wealthpoint communications.

Connection – Compassion – Commitment – Community – The TLC Way.

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