Resources

Practical resources, insights, and training designed to help advisers run stronger, more scalable advice businesses and stay ahead as the industry evolves.

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Latest insights for advice businesses

Articles and practical insights covering client experience, business performance, regulatory change, and industry trends - helping advisers stay informed and make better decisions as their business grows.

TAP steps into an industry support provider role to strengthen New Zealand’s advice profession
TAP is evolving itself beyond traditional group structures to become an open partner for the entire financial advice ecosystem.
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Governance isn’t just good practice - It’s business strategy
How reporting and governance are defining the future of financial advice
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NZ aggregators rethink role amid market shifts
NZ aggregators rethink role amid market shifts
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More to Be Done Creating Opportunities for Women
Naomi received Financial Advice NZ’s 2025 Lifetime Achievement Award
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AI Tool Expected to Save Time in Preparing Advice
Launch of AI-powered feature to save financial advisers’ time
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TAP unveils AI Document Reader
TAP launches a AI-powered feature, the AI Document Reader.
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Naomi Ballantyne on Successful Succession
Watch TAP's latest video series, Insider Insight.
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New Mobile App Launched
TAP has launched a mobile application, myTAPapp
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TAP launches new app for financial advisers
The Adviser Platform (TAP) has launched its myTAPapp.
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Free CRM Offer from The Adviser Platform
TAP is offering its CRM free of charge.
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TAP offers free CRM access
TAP is offering its CRM system free of charge.
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Ballantyne joins dealer group
Naomi Ballantyne has taken on a directorship role with TAP.
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One Year on From Licensing – What’s Next?
On the first anniversary of FAP licences, Ryan Edwards reflects on the past 12 months.
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One year of FAP licenses: What’s next?
NZ's financial advice industry has successfully transitioned to a new regulatory regime.
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Industry Intel on TAP
The Adviser Platform is launching industry intel to share it's insights into the challenges industry professionals face.
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Independent Directorship Role for Naomi Ballantyne
TAP Group has appointed Naomi Ballantyne
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TAP welcomes new managers
TAP has announced the appointment of two new team members.
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New appointment at TAP Group
TAP Group, announced the immediate appointment of Naomi Ballantyne.
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Webinars & on-demand sessions

Sessions designed to help advisers improve efficiency, strengthen governance, and grow their advice business with confidence.

Filter On demand Upcoming webinars (coming soon!)

Tech vision for 2026

Join Ryan Edwards (Managing Director, TAP) and Mike Taylor (Head of Technology, TAP) as they dive into the evolving tech landscape and reveal TAP’s exciting development plans for 2026 and beyond. This session will explore key innovations, upcoming system enhancements, and how these changes will empower your business to stay ahead.

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Mastering client objections

Join Ryan Edwards (Managing Director, TAP) as he helps you build confidence in navigating client objections, turning resistance into opportunities for deeper trust and stronger outcomes. You’ll discover proven techniques, including the Sandler reversal method, to address common concerns around price, timing, and trust with greater ease.

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Upfront contracts

Join Ryan Edwards (Managing Director, TAP) as he equips you with the tools to establish clear, mutual expectations with clients from the outset - fostering trust and eliminating uncertainty throughout the engagement. This webinar will provide practical steps for implementing upfront contracts and ensuring smoother client relationships.

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Governance & compliance

Join Scott Duncan (Head of Compliance & Advice, TAP) and Ryan Edwards (Managing Director, TAP) for an insightful session designed to keep you informed and confident in navigating governance and compliance. We'll cover essential compliance topics, practical tools for streamlining your processes, and strategies to avoid common pitfalls.

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Product updates

Updates and walkthroughs showing how TAP continues to evolve with new features designed to support adviser productivity, visibility, and scale.

New Mobile App Launched

TAP has launched a mobile application, myTAPapp

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TAP launches new app for financial advisers

The Adviser Platform (TAP) has launched its myTAPapp alongside the unveiling of its new brand identity and website.

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TAP launches new app for financial advisers

The Adviser Platform (TAP) has launched its myTAPapp.

Learn more

Find the answers that you need.

How does TAP help me stay in control of my business data?
How does TAP protect client and business information?
Do I own my data if I use TAP?
How easy is it to move from my current system to TAP?
How does TAP support advisers working on the go?
What happens if TAP is no longer the right fit for my business?
Am I locked into a specific business model?
Can TAP support my business as it grows?
Is TAP designed specifically for New Zealand advisers?

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