Simple, Strategic Advice
for Modern Financial Adviser Businesses
What we do
Business Strategy
Helping businesses develop clear, actionable strategies that define their direction, sharpen their priorities, and support confident decision‑making. By working closely to understand the goals, challenges, and opportunities, we translate complexity into practical plans that strengthen operations, uplift capability, and position the business for sustainable growth.
Business Set‑Up
Offering clear, practical guidance across Financial Advice Provider licensing, compliance, business structure, and core systems and technology to ensure your advice business is fully prepared for today’s regulatory and commercial environment. By helping you navigate requirements, streamline processes, and build fit‑for‑purpose frameworks, we support you to operate with confidence, efficiency, and a strong foundation for sustainable growth.
Review Financial Advice Files
Providing independent reviews and practical support to ensure your documentation meets regulatory standards while genuinely prioritising customer care. We assess clarity, accuracy, and completeness, identify gaps or risks, and offer clear recommendations so your records remain compliant, transparent, and easy for customers to understand.
Remediation support
Resolve issues quickly and confidently by identifying root causes, designing practical and proportionate remediation plans, and guiding teams through clear, sustainable improvements. We help you understand what went wrong, what needs to change, and how to embed those changes in a way that strengthens both compliance and customer outcomes.
General support for Financial Advice Providers
If you need temporary support to run your financial advice provider, reach out to discuss your requirements.
We cut through the jargon and keep advice straightforward combining regulatory expertise with commercial insight. We put customer care at the heart of every recommendation we provide and help you build strong and sustainable businesses.
Why choose us
We charge an hourly rate, quoting the number of hours upfront and outlining exactly what you’ll receive. That means no surprises, just clear costs and defined outcomes, whether it’s advice file reviews, business set‑up, strategy planning, remediation activities or just temporary support.
How we charge
I’m Trecia, a Strategic Executive and founder of Articulo HQ, dedicated to enabling ethical growth, regulatory alignment, and sustainable success across New Zealand’s financial services sector. With over 20 years’ senior leadership experience, I specialise in helping advice businesses thrive-by embedding compliance, uplifting capability, and designing frameworks that support long‑term customer outcomes and business growth.
I have led National Distribution Teams and Adviser Support Programs, contributed to industry forums shaping financial advice and successfully navigated a FMA monitoring review. I am a qualified financial services educator, and member of Financial Advice NZ.
I believe great advice businesses are built on trust and trust begins with confident compliance, clear strategy, and a commitment to doing what’s right.
About me
Contact us
Interested in finding out more. Provide a few details and we will be in touch shortly.
trecia@articulo.co.nz | 021 217 1055