{"id":1661,"date":"2014-03-02T09:11:20","date_gmt":"2014-03-01T20:11:20","guid":{"rendered":"https:\/\/wisdom8.co.nz\/about-us\/"},"modified":"2025-11-28T21:19:26","modified_gmt":"2025-11-28T08:19:26","slug":"about-us","status":"publish","type":"page","link":"https:\/\/wisdom8.co.nz\/en\/about-us\/","title":{"rendered":"About Us"},"content":{"rendered":"

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About Us<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.4.6″][et_pb_column type=”1_2″ _builder_version=”4.4.6″][et_pb_text content_last_edited=”off|desktop” admin_label=”About Wisdom8″ _builder_version=”4.9.10″ background_color=”rgba(255,255,255,0.8)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”30px|30px|30px|50px|true|false” hover_enabled=”0″ sticky_enabled=”0″]\"\"<\/p>\n

About Wisdom8<\/h3>\n

Wisdom8 (Wisdom Management Ltd FSP36983) holds a full Class 2 Licence issued by the Financial Markets Authority on 1 April 2022.<\/strong><\/p>\n

Wisdom8 was established in 2005 and is managed by financial adviser- Maggie Chen. With more than 25 years of financial service experience, she promotes insurance services to a more intimate and responsible management attitude and business philosophy.<\/p>\n

→ Wisdom8 Disclosure Statement<\/a>
\n→ About Us and Privacy Statement<\/a>
\n→ FMA Approval Letter – FSP36983<\/a>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.4.6″][et_pb_slider admin_label=”Slider-office” _builder_version=”4.9.7″ min_height=”330px” custom_margin=”50px||||false|false” custom_padding=”||||false|false” custom_padding_tablet=”|||” custom_padding_phone=”|||” auto=”on” auto_speed=”6000″ box_shadow_style=”preset6″ box_shadow_blur=”10px” box_shadow_color=”rgba(0,0,0,0.1)” show_inner_shadow=”on” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” 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Background of Financial Service<\/strong><\/h3>\n

NEW FINANCIAL ADVICE REGIME<\/h4>\n

From the start of the new financial advice regime on Monday 15 March 2021, the Government is removing the current adviser classifications: Authorised Financial Adviser, Registered Financial Adviser and QFE Adviser.
\nIf Advisers want to continue providing financial advice to their clients, they may need to update the registration details on the Financial Service Providers Register (FSPR). How Advisers register will vary based on how they plan to operate in the new regime.
\nRead more: https:\/\/www.fma.govt.nz\/consumer\/<\/a>\t<\/p>\n

Who is a Financial Advice Provider (FAP)<\/h5>\n

A financial advice provider (FAP) is an individual or entity (e.g. a company) that provides a “financial advice service”. An individual or entity provides a financial advice service if they give regulated financial advice to their clients on their own account, or they engage others to give regulated financial advice to their clients on their behalf.<\/p>\n

Who is a Financial Adviser (FA)<\/h5>\n

To use the term Financial Adviser from the start of the new financial advice regime on Monday 15 March 2021, you must be registered on the Financial Service Providers Register (FSPR) and engaged by a licensed financial advice provider (FAP) (or authorised body).
\nIf advisers provide advice to retail clients, they also must either:
\n\t• hold a Financial Advice Provider licence OR
\n\t• be an authorised body under somebody else\u2019s Financial Advice Provider licence.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”Header Row” _builder_version=”4.4.6″][et_pb_column type=”4_4″ _builder_version=”4.4.6″][et_pb_divider color=”#888888″ _builder_version=”4.4.6″][\/et_pb_divider][et_pb_text admin_label=”Our Team” _builder_version=”4.9.7″ background_color=”rgba(255,255,255,0.8)” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”30px|50px|30px|50px|true|true”]<\/p>\n

Meet Our Team<\/strong><\/h3>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.4.6″][et_pb_column type=”1_3″ _builder_version=”4.4.6″][et_pb_team_member name=”Maggie Chen” image_url=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2024\/01\/Team-Maggie-2024.png” admin_label=”Maggie” _builder_version=”4.9.10″ header_level=”h2″ body_text_align=”center” position_text_align=”center” position_text_color=”#666666″ background_color=”rgba(244,244,244,0.9)” text_orientation=”center” custom_padding=”30px|30px|30px|30px|false|true” link_option_url=”https:\/\/wisdom8.co.nz\/about-us\/financial-adviser-maggie-chen-%e9%99%b3%e7%be%8e%e6%83%a0\/” hover_enabled=”0″ sticky_enabled=”0″]Financial Adviser, Director
\nLife Member of MDRT, IDA
\n–
\nFSP104728
\nDisclosure Statement<\/a>
\nRead profile<\/a>[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.4.6″][et_pb_team_member name=”Eva Tsai” image_url=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2023\/02\/Team-Eva.png” admin_label=”Eva” _builder_version=”4.9.10″ header_level=”h2″ header_text_align=”center” body_text_align=”left” body_font_size=”12px” body_line_height=”1.5em” position_text_align=”center” position_text_color=”#666666″ background_color=”rgba(244,244,244,0.9)” text_orientation=”center” custom_padding=”30px|30px|30px|30px|false|true” hover_enabled=”0″ sticky_enabled=”0″]<\/p>\n

Financial Adviser
\n–
\nFSP1006401
\nDisclosure Statement<\/a>\n<\/p>\n

\u2022 Provide financial advise to client
\n\u2022 Adviser Support of Maggie Chen
\n\u2022 Client Services
\n\u2022 Claim Process
\n\u2022 New Business Process follow up
\n\u2022 Relationship with existing clients
\n\u2022 Upload compliance documents
\n\u2022 Prepare quotes in company portals
\n\u2022 Maintain good rapport with clients[\/et_pb_team_member][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.4.6″][et_pb_team_member name=”Rico Liu” image_url=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2021\/07\/Team-Rico-Liu.png” admin_label=”Rico” _builder_version=”4.9.7″ header_level=”h2″ body_text_align=”center” position_text_align=”center” position_text_color=”#666666″ background_color=”rgba(244,244,244,0.9)” text_orientation=”center” custom_padding=”30px|30px|30px|30px|false|true” link_option_url=”https:\/\/wisdom8.co.nz\/about-us\/insurance-adviser-evelyn-zheng\/”]Director[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ inner_shadow=”on” fullwidth=”on” admin_label=”0800 Section” _builder_version=”4.4.6″ background_color=”#ffffff” background_image=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2020\/05\/103221335-w.jpg” parallax=”on” parallax_method=”off”][et_pb_fullwidth_header title=”0800 wisdom” text_orientation=”center” content_max_width=”none” admin_label=”0800 Wisdom” _builder_version=”4.9.10″ title_font=”|700|||||||” background_color=”rgba(255, 255, 255, 0)” global_module=”3282″ button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_fullwidth_header][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

About Us About Wisdom8 Wisdom8 (Wisdom Management Ltd FSP36983) holds a full Class 2 Licence issued by the Financial Markets Authority on 1 April 2022. Wisdom8 was established in 2005 and is managed by financial adviser- Maggie Chen. With more than 25 years of financial service experience, she promotes insurance services to a more intimate […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"

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\u667a\u6167\u98a8\u96aa\u9867\u554f\u516c\u53f8\u6210\u7acb\u65bc2006\u5e74, \u7531\u8cc7\u6df1\u4fdd\u96aa\u9867\u554fmaggie\u9673\u7f8e\u60e0\u89aa\u81ea\u4e3b\u7406, \u5979\u7528\u8d85\u904e\uff0b\u5e74\u4ee5\u4e0a\u7684\u670d\u52d9\u8cc7\u6b77, \u5c07\u4fdd\u96aa\u670d\u52d9\u63a8\u5411\u66f4\u8cbc\u5fc3\u8207\u8ca0\u8cac\u7684\u7ba1\u7406\u614b\u5ea6\u8207\u7d93\u71df\u7406\u5ff5\u3002<\/p>

\u516c\u53f8\u7406\u5ff5<\/h3>

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2008\u5e74\u3010\u667a\u6167\u5ba3\u8a00\u3011<\/strong>
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2010\u5e74\u3010Wisdom8\u3011\u6982\u5ff5<\/strong>
\u4e00\u5207\u7684\u6539\u8b8a, \u53ea\u60f3\u8981\u66f4\u9032\u6b65! \u91d1\u878d\u6d77\u562f\u5f8c, \u91d1\u878d\u4fdd\u96aa\u5e02\u5834\u52d5\u76ea\u4e0d\u5b89, \u6211\u5011\u66f4\u9ad4\u6703\u5230\u8eab\u70ba\u4fdd\u96aa\u5f9e\u696d\u4eba\u54e1\u7684\u4f7f\u547d\u611f, \u6211\u5011\u8981\u66f4\u7cbe\u76ca\u6c42\u7cbe, \u8b93\u66f4\u5ee3\u5927\u7684\u5ba2\u6237\u7fa4\u4e86\u89e3\u98a8\u96aa\u7ba1\u7406(Risk Management)\u7684\u91cd\u8981\u6027\u3002 \u6211\u5011\u63a8\u51fa\u4e86\u3010\u667a\u61678\u5927\u5efa\u8a2d\u3011\u65b9\u6848:
1. \u5168\u65b0\u670d\u52d9\u4e2d\u5fc3: \u5750\u843d\u65bc\u5ba2\u6237\u719f\u6089\u7684\u5546\u696d\u4e2d\u5fc3 25 Teed St, Newmarket, auckland
2. \u667a\u6167\u7db2\u7ad9: www.wisdom8.co.nz
3. \u5ba2\u6237\u95dc\u4fc2\u7ba1\u7406\u7cfb\u7d71
4. \u4fdd\u96aa\u9700\u6c42\u5206\u6790\u7cfb\u7d71
5. \u5c08\u696d\u5408\u4f5c\u7a7a\u9593 Career opportunity
6. \u570b\u969b\u6703\u8b70\u4ea4\u6d41 MDRT, IDA conference
7. \u8b49\u7167\u53d6\u5f97
8. \u601d\u60f3\u4ea4\u6d41\u4e2d\u5fc3
\u6211\u5011\u5805\u4fe1\"\u4fdd\u96aa\u5f9e\u696d\u4eba\u54e1\u7684\u5c08\u696d\u4e0d\u6b62\u65bc\u5c0d\u7522\u54c1\u77e5\u8b58\u7684\u53d6\u5f97, \u9084\u8981\u91cd\u8996\u5ba2\u6237\u7684\u611f\u53d7\u670d\u52d9\u2026\u8207\u60a8\u5efa\u7acb\u9577\u671f\u800c\u7a69\u5b9a\u7684\u5408\u4f5c\u95dc\u4fc2\u3002\"<\/p>

\u7d93\u6388\u6b0a\u4ee3\u7406\u7684\u4fdd\u96aa\u516c\u53f8<\/h3>

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