Turn Your Website Into A Growth Engine.
The first Digital Growth Platform built exclusively for New Zealand FAPs. Includes AI Lead Capture, Automated Market Updates, and a Guaranteed Traffic System.
The Current State
Why Most NZ Adviser Sites Fail
The Ghost Town
You pay for traffic, but visitors read "We help you reach your goals" and leave. You get zero data and zero leads.
The Free Calculator
Standard widgets give the answer away for free. The client gets their number, closes the tab, and you never hear from them.
The Content Grind
You know you need to blog for SEO, but you don't have 5 hours a week to write about the latest RBNZ or OCR updates.
The Solution
Meet Your New Digital Associate
We don't just build pages. We deploy a Growth Engine pre-tuned to your FAP license.
The "Curiosity Gap" Calculator
Unlike standard tools, our AI Engines identify a specific financial problem—like a Massey Shortfall or Mortgage Inefficiency—and require a conversation to solve it.
- Wealth Hub (Retirement & Equity)
- Lending Hub (Borrowing Power)
- Risk Hub (Income Protection)
Capture High-Intent Leads
Stop visitors from bouncing. Give them a reason to engage, and capture their data before you give them the answer.
Close Deals Faster
Stop going into discovery calls blind. Our system pushes a Conversation-Ready Profile and an AI-generated "Talking Track" directly into your CRM.
*We provide enough insight to warrant a conversation, without requiring a full Fact Find.
"Client hits Massey target, but 85% of wealth is in illiquid property."
"I see you're asset rich, but have you mapped out how you'll buy groceries with bricks in 2030?"
Traffic Assurance
We Don't Just Build The Engine.
We Fill The Tank.
Included standard with every "Live in 5" Growth Engine package.
1. Local Dominance
We fully optimize your Google Business Profile to rank in the local "Map Pack" so neighbors find you first.
2. The Suburb Sweep
We deploy 20-30 programmatic landing pages (e.g., "Mortgage Broker Ponsonby") to capture search traffic across your entire city.
3. Auto-SEO Loop
Our AI monitors RBNZ, interest.co.nz, and markets, automatically drafting compliant, localized blog posts for your site.
The Roadmap
Beta Rollout Schedule
Applications Close
March 13th
5 Spots Maximum
Onboarding & WebKit
Due March 31st
*Build starts ONLY after content is received.
Staggered Builds
April 1st - 20th
Slots assigned on WebKit completion.
Beta Period
April 8 - June 7
60 Days of Data & Feedback.
Become a Product Partner
We are launching nationally in June. We need 5 partners to stress-test the system now. In exchange, we are waiving your licensing fees.
Founding Member Beta Batch 1 of 5
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✓
Full "Live in 5" Website Build 5 Pages, Legal Docs, Mobile Responsive
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✓
AI Lead-Gen Engine (Lifetime License) Your choice of Wealth, Lending, or Risk Hub
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✓
The Traffic Trio (Included) GBP + Suburb Pages + Auto-Content Loop
We waive the $1,750 IP License Fee. In exchange, you commit to:
- Complete 2x Feedback Surveys (Start & End of Beta)
- Attend 2x 30-min Video Calibration Calls
- Provide a video case study after 60 days (if successful)
Applications Close March 13.
Not ready to apply yet?
If you want to know more about the Engine or the Beta requirements before applying, let's chat.
Book time with David Yates: Financial Adviser Beta programme →Questions & Obligations
When does the "5 Day" build start? ▼
Strict Requirement: The 5-day build countdown begins ONLY after we have received your completed "WebKit" onboarding form. This includes your logo, brand colors, photos, and compliance documents. We cannot start building until we have all your content.
What are the Payment Terms? ▼
To secure your Founding Member spot, a 50% Deposit ($375 + GST) is required upon application. The remaining 50% balance is due only when your site is built and ready to go live.
Do I retain control over the content? ▼
Yes, 100%. As a Licensed FAP, you must have full editorial control. All AI-generated market updates are saved as "Drafts" in your dashboard. Nothing goes live on your website until you review it and click "Publish." You stay in the driver's seat.
What happens to my current website? ▼
We handle the migration for you. We build your new "Growth Engine" site on a staging link first. Once you approve it, we point your existing domain (e.g., yourcompany.co.nz) to our high-speed servers. Your old site is replaced instantly. We can export/migrate existing blog posts if required.
Why the rush? We are launching nationally in June. If you can move fast (application before March 13), you get the deal of the decade.