Webforms is a business dedicated to helping you increase your client engagement and make your adviser site more user-friendly. We build calculators frequently used by advisers, and transform them into user friendly online forms for your use.
These forms aim to make your business and site experience more accessible by allowing clients to answer their own questions: rather than clients needing to contact your advisers directly, they are able to use forms to calculate and understand their money choices. For all sites, we offer WordPress install and personalisation of forms to fit site branding.
We also offer custom builds: if you have a calculator or form in mind for your site, and you haven’t found it in our product list, contact us and we’ll be happy to discuss the build and design with you. If your build is applicable across many advisers, we are able to share costs across our subscribers making it an economical option for your site.
So what do these forms look like? Continue scrolling to preview our current forms, and contact us about new forms or builds you would be interested in.
Interactive website to enhance client engagement
Client self service: clients can independently get answers to their questions
Compliant tools: each tool has been validated and tested to ensure FMA compliance
On-site form builder: initial subscription includes access to one of the most comprehensive form building tools available
Cost effective solution: cost of development and build is shared across all subscribers
Installation included: each form will be installed and customised to suit your brand and needs
$500
/inst.*
- First install: $500*
- Subsequent install: $400*
- Annual renewal: $150* (for service and updates)
- Provides an indicative assessment of life insurance and long term disability cover.
*All prices exclude GST
Insurance Needs Analysis
$500
/inst.*
- First install: $500*
- Subsequent install: $400*
- Annual renewal: $150* (for service and updates)
- Determines how much your kiwisaver will be worth in retirement and provides an estimated weekly allowance. Read how this calculator works.
*All prices exclude GST
KiwiSaver Calculator
Coming soon
- First install: $500*
- Subsequent install: $400*
- Annual renewal: $150* (for service and updates)
- Provides an indication as to how much your investment will be worth in the future.
*All prices exclude GST
Investment Projections
$500
/inst.
- First install: $500 first install
- Subsequent install: $400
- Annual renewal: $150 (for service and updates)
- This calculator determines how much your kiwisaver will be worth in retirement and provides an estimated weekly allowance
Insurance Needs Analysis
$500
/inst.
- First install: $500 first install
- Subsequent install: $400
- Annual renewal: $150 (for service and updates)
- This calculator determines how much your kiwisaver will be worth in retirement and provides an estimated weekly allowance
KiwiSaver Calculator
Coming soon
- First install: $500 first install
- Subsequent install: $400
- Annual renewal: $150 (for service and updates)
- This calculator determines how much your kiwisaver will be worth in retirement and provides an estimated weekly allowance
Insurance Needs Analysis
Contact us regarding your interest in forms or custom builds. We’ll contact you regarding your customised needs and brand, including colours, fonts, and any specified image types and we’ll arrange for the install and customisation. The full process takes around 3 – 4 working days, subject to availability of your site.
The first install will include a $100 fee for the install and use of Formidable Forms, the most advanced WordPress form builder. This fee entitles you to premium access to the plugin. Once the form is installed, you become the owner of the form, allowing you to edit and make changes as you see fit.
Got questions? Use the contact form below and we’ll help you to make the right choices.