A-Perform is a leading provider of offshore staffing solutions designed specifically for Financial Advice Providers (FAPs) across New Zealand. Powered by Guild Solutions, Inc. (GSI), we deliver comprehensive investment, KiwiSaver, insurance, and mortgage administration support through a highly skilled Manila-based team, complemented by experienced local expertise and oversight.
Trusted by more than 15 Financial Advice Providers throughout New Zealand, A-Perform enables businesses to streamline operations, enhance service delivery, reduce operating costs, and achieve sustainable growth. Our tailored solutions allow advisers to focus on what matters most: building client relationships and growing their businesses.
For more information, contact us at team@a-perform.co.nz or 021 283 5065.
From Business Challenge to Business Transformation
Building and managing successful businesses requires resilience, adaptability, and the ability to overcome complex operational challenges. Few understand this better than Sam Kodi, an experienced entrepreneur and founder of Smart Adviser.
Despite its strong market position, Smart Adviser faced a range of operational obstacles that increasingly hindered growth and profitability. Inefficient processes, rising operational costs, declining customer satisfaction, and persistent employee turnover created significant pressure on the business. Between 2015 and 2023, Smart Adviser experienced the departure of 38 team members, impacting continuity, productivity, and service delivery.
Determined to create lasting change, Sam engaged with Guild Solutions, Inc. (GSI) to explore opportunities for operational improvement. Following an in-depth consultation in Auckland with Gel Nolasco, President and CEO of GSI, a strategic partnership was formed that would ultimately lead to the creation of A-Perform.
A-Perform: Redefining Offshore Staffing for New Zealand Financial Advisers
Established through the collaboration between Smart Adviser and GSI, A-Perform was built to address the unique operational needs of New Zealand’s financial advice sector.
Our model combines highly qualified offshore professionals with dedicated local support, delivering a solution that balances efficiency, quality, compliance, and client service excellence. By providing end-to-end administration support across investments, KiwiSaver, insurance, and mortgage services, A-Perform enables financial advisers to scale more effectively while maintaining the high standards their clients expect.
Beyond staffing, A-Perform offers ongoing operational guidance and local market expertise, ensuring seamless integration with adviser workflows and long-term business success.
The value of this approach is reflected in the feedback we receive from our clients.
“Our staff are excellent, and the support I receive from Sam and Maria is truly outstanding.”
– Eddie Hempseed, A-Perform Client
This commitment to excellence, reliability, and partnership continues to drive strong outcomes for advisers throughout New Zealand.
Proven Growth and Measurable Results
Since launching operations in December 2023 with a team of three professionals in Manila, A-Perform has experienced exceptional growth. Today, we support more than 15 Financial Advice Providers across New Zealand with a rapidly expanding team of over 20 dedicated professionals.
As demand for high-quality offshore support continues to increase, A-Perform is positioned for significant expansion, with projected growth to 30 team members and continued scaling in the years ahead.
This success reflects the growing recognition among financial advisers that a well-structured offshore staffing model can improve operational efficiency, strengthen client service delivery, and create a sustainable foundation for long-term growth.
Partner with A-Perform
Whether your business is seeking to improve operational efficiency, reduce administrative workload, enhance client service, or scale sustainably, A-Perform provides the expertise, talent, and support needed to achieve your goals.
Discover how A-Perform can help transform your business operations and unlock new opportunities for growth.
Contact us today:
📧 team@a-perform.co.nz
📞 021 283 5065
A-Perform. Expert Offshore Support. Local Understanding. Better Business Outcomes.
