This training will be led by Matt Hanchet. Matt has over 2.5 Years’ experience in the Generate Client Services team and knows the ins and outs of the application process. Matt will be taking you through getting your applications right the first time and preventing those annoying incomplete applications. Matt will also be demonstrating typical areas which cause some applications to be delayed as well as covering the withdrawal processes for first home, retirement, and Australian Super transfers which will help elevate the service you provide to your clients.

Admin staff and office managers are welcome to attend.

You can qualify for 1 CPD credit if this is an area of learning in your professional development plan. Please email matthew@generatekiwisaver.co.nz for confirmation of your CPD.

The Generate Team.