Success stories

Broker success, written in real workflows

Step into the world of broker growth. nz.finance helps advisers simplify admin, lift the client experience, and free up time to advise — not chase paperwork. Here’s how one brokerage put that into practice.

Featured brokerage

Bhavin Desai

Director, Dealbusters Ltd.

Case study

From scattered follow-ups to one clean client journey

“nz.finance gave us a professional client experience without adding another pile of tools. Discovery, documents and updates finally live in one place — and my team can focus on the deal again.”

For Dealbusters, growth meant more conversations — and more admin risk. By moving clients onto a guided digital journey, Bhavin’s team reduced back-and-forth, kept files organised, and made every application easier to pick up mid-flight.

1 portal Applications, docs & messages together
Less chase Clients complete steps on their own time
Clearer files Teams hand over deals with full context
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What brokers are saying

Don’t take our word for it

Real brokerage feedback on speed, professionalism, and the parts of the deal process that used to eat the day.

The efficiencies nz.finance brought to my business have been a game changer. Processing time is freed up for the deal — and clients stay in the loop without constant chasing.

Slavko Peraic I-Finance

I’m a big fan. It streamlined my business and made us look far more professional from a client point of view. It’s now non-negotiable for how we onboard.

Tom Uhlich Boss Money

Response rates improved massively. I get clearer visibility of a client’s situation with far less friction — and far less of my time spent reconstructing the basics.

Conrad H. Finsure broker

Discovery, documents and updates finally live in one place. My team can focus on advice again — not hunting through inboxes for the latest version of a file.

Bhavin Desai Dealbusters Ltd.