Fidelity Life says its Adviser edge initiative is continuing to support advisers seeking to refine their strategies and broaden their professional skills.
Now in its second year, the programme has drawn participation from advisers across the country, many of whom report making structural changes to their practices.
The initiative is built around a mix of workshops, peer sessions, and industry-led discussions covering topics such as leadership, digital tools, and artificial intelligence.
In 2024, the programme introduced its first overseas study tour, taking 19 advisers to Sydney and Melbourne for a series of sessions with business leaders and academics.
Chief executive Campbell Mitchell, who joined the group on the trip, said the experience was intended to expose advisers to international perspectives they could apply to local challenges.
“The study tour gave advisers the space to invest in themselves – immersing in fresh ideas, bold conversations, and shared learning. Exposure to global perspectives and international thought leaders added depth to the experience, helping advisers see advice through a wider lens and return with practical insights to strengthen their practices,” he said.
Chief commercial officer Bronwyn Kirwan said participants returned with a stronger focus on strategy and growth.
“The calibre of thinking and ambition we saw on this tour was exceptional. We’re proud to see advisers backing themselves and their businesses, unlocking new opportunities, and challenging their thinking in ways that will shape the future of advice,” she said.
Several participants described how the programme influenced their organisations.
Total Life chief executive Craig Kura said his firm had gained confidence in pursuing acquisitions and expanding its national footprint.
“The connections and opportunities have been invaluable. They’ve helped us drive real progress with the right guidance at the right time. The Advice masters programme didn’t just validate our vision; it equipped us with the tools to make it real,” he said.
Mainland Insurance director Kylie Connor said Adviser edge encouraged a reassessment of financial arrangements and governance, leading to business acquisitions and the appointment of an independent adviser to the board.
“We’ve strengthened our governance and introduced an independent adviser, bringing fresh perspective and greater accountability. This shift has enabled us to take a more strategic, deliberate approach to the business, with a clear long-term direction. The Advice master sessions have been instrumental in moving us from ‘muddling along’ to leading with purpose,” she said.
Others pointed to operational changes stemming from the study tour.
Share financial adviser Josh Cuttance said the sessions highlighted the importance of process efficiency and technology adoption.
“The study tour was a game-changer in how we think about operational efficiency. It helped me pinpoint the key processes needed to run a high-performing advice practice and deliver a better client experience. The international insights and peer conversations reinforced that strong systems aren’t just helpful; they’re essential for sustainable growth,” he said.
Centastone managing director Johny Winstone said international comparisons encouraged his team to improve meeting structures, define team roles more clearly, and integrate new technology into their client engagement.
“The study tour broadened our thinking beyond the New Zealand market, connecting us with leading advisers and international reference points that are shaping our future strategy,” he said.
According to Fidelity Life, 20 advisers finished the 2024 Adviser edge “Advice masters” programme, with a further 28 currently enrolled in the 2025 intake.
Alongside Adviser edge, Fidelity Life has also advanced its Career Connect training programme, which supports new entrants to the advice sector.
The 2025 group has 30 participants, the largest since the scheme began in 2023.
Over six months, they will complete part-time study toward the New Zealand Certificate in Financial Services (Level 5), specialising in life, health, and disability cover. Graduation is scheduled for early 2026.
