The Name Says it all
As the name implies SimpleWills is an online service that allows a cost-effective way to write a Will. Every New Zealander who has an asset of any kind whether it be cash, property, managed fund investments, chattels or bank savings, should have a Will regardless of age, gender or ethnicity. The reasons are many and varied but primarily a will ensures wishes and intent are watertight.
THE STRUCTURE
David Whyte – Chairman M.A. (Hons), M.Mgt, CMInstD. FGNZ.
David Whyte has been involved with financial services in the U.K. Australia, and NZ, and currently serves on a number of private Boards. He is a Chartered Member of the NZ Institute of Directors, a Fellow of Governance New Zealand, has a Master’s Degree in Management from Massey University, and a qualification in Corporate Governance from Waikato University.
Bernard McCrea – Founder, Dip- PFP, DipBank DipBA SFFIN.
Bernard has worked in the New Zealand finance sector since 1987. He founded Simple Wills as he saw the need for a cost effective Will that enabled people to have their assets protected. He worked at TOWER, where he met Tom in the late 1990’s. He is Chairman of Rosebank Business Association and Chairman of the NZ council of the Financial Services Institution of Australasia.
Thomas Hoey – Executive Director.
Tom has worked in the Finance sector in NZ since 1985 with 20 years as a senior Executive of Trustees Executors Limited. He has been involved in the development of Simple Wills since leaving TEL in early 2017 and is currently responsible with the owner for the Strategic Development of the business. He is president of Northern Football Federation and Owner/Director of tjhc Consulting Ltd.
THE OPPORTUNITY
SimpleWills was specifically created with the intention of being the ideal fit for.
Companies or Financial Institutions who have large client or member bases and wish to offer a simple and cost effective service that will add real value to the client relationship.
Companies who wish to offer their staff a cost-effective solution to the task of writing a Will for the protection of their families. They may also want to and should encourage their families to also prepare a Will.
Advisors, Brokers and large Advisor Groups who have large client or member bases and wish to offer a simple and cost-effective service that will add real value to the client relationship.
There are several ways that the service can be used by you based on your specific requirements. As a first step our Executive Director or, Founder would meet with you on a no obligation basis to discuss and agree the best method to deploy the system based on your and your clients’ needs.
A few examples of the options available are.
You use the system as an intermediary, proactively marketing the service to clients but then allowing the clients access to the Simple Wills system via a link on your web page where they then write their own Will and pay us.
You use the system as an intermediary, proactively marketing the service to clients whereby they register on a web page and are contacted by your representative who collects the information required and prepares the Will on behalf of the client. You would then pay us and also have the option of charging the client an intermediary fee or offering the service as a value add.
You use the system to offer a white label service where the client only deals with you and has no dealings with the SimpleWills system. We would then agree a suitable fee structure that you would pay to us.
You purchase a license to use the system.
Next Steps
Should you be interested in having an introductory discussion and learn more about how the Simple Wills system will add value to your business please contact.
Thomas Hoey, Executive Director
Email: tom@simplewills.co.nz
Cell number: 0275851486
Bernard McCrea, Founder
Email: bernard@simplewills.co.nz
Cell number: 0274862501
