Great advisers aren't born. They're built.
Mortgage adviser training for new and established NZ advisers
Practical, hands-on training and development — from your very first client conversation to scaling a thriving advice business. Two pathways, one goal: to make you the best in market.
Two pathways for every stage of your journey
Wherever you're starting from, the Newpark Academy meets you there — and takes you further.
Navigate
For new advisers just getting started. Go from academic to practising adviser across Mortgage, Risk and Investment — with real case studies that build confidence before you meet your first client.
Explore NavigateElevate
For established advisers looking to grow. Expand your team, sharpen your marketing, and broaden your advice services — turning a solo practice into a thriving business.
Explore ElevateNavigate · Getting started
From academic to practising adviser
Navigate is built for advisers just getting started. It bridges the gap between passing your exams and confidently advising real clients — through structured courses across all three advice lines, each grounded in practical, real-world case studies.
You'll step into the shoes of real-life situations before you ever meet your first client, giving you confidence and a genuinely quick start.
Three courses to take you from academic to practising
Mortgage
Lending fundamentals, structuring deals, and guiding clients through the home-loan journey with confidence.
- Real client case studies
- Deal structuring practice
- Lender & product basics
Risk
Insurance and protection advice — needs analysis, cover design, and having the conversations that matter.
- Needs-analysis scenarios
- Cover design case studies
- Client conversation practice
Investment
KiwiSaver and investment advice — risk profiling, goal setting, and building portfolios that fit real lives.
- Risk profiling scenarios
- Goal-based case studies
- Portfolio construction basics
Navigate courses
Tailored for new advisers entering the industry. Courses run in cohorts through the year, in full-week and part-time formats.
Mortgage Mentoring
Structured mentoring cohorts led by Gopal, running as a full-week intensive or part-time over roughly three weeks. Includes lender case studies and BDM Q&A sessions with sponsors and lenders.
- Full-week intensive
- 3-week part-time
- Lender case studies
- BDM Q&A
New to Risk
An introduction for advisers entering risk insurance advice, delivered alongside product provider partners including AIA.
New to Investment
Foundations of KiwiSaver and investment advice, with provider participation from Generate.
Personal Finance
Broader financial planning and client advice, delivered by Andrew Chambers and Gopal.
Property & Commercial Finance
Two specialist courses for advisers moving into property investment and commercial lending.
Confidence before your first client
Every Navigate course puts you into practical advice situations through real case studies — so you step into the shoes of real-life scenarios before you meet your first client. The result is confidence, competence, and a genuinely quick start to your advice career.
Elevate · Growing & scaling
Turn a practice into a thriving business
Elevate is for established advisers ready to grow. Once you're confident advising clients, the next challenge is building the business around you — the team, the marketing, and the breadth of services that let you scale sustainably.
These courses give you practical frameworks to grow with intention, drawing on the experience of advisers who've done it — and the wider Newpark community behind you.
Courses to help you grow with intention
Expand your team
Hire, onboard and lead — build a team that lets your business grow beyond what you can do alone.
- Hiring & onboarding
- Delegation & systems
- Leadership fundamentals
Marketing
Build a brand and pipeline — attract the right clients consistently, without relying on referrals alone.
- Brand & positioning
- Lead generation
- Client retention
Expand your advice services
Broaden across mortgage, risk and investment — serve clients more completely and deepen every relationship.
- Cross-service advice
- Referral partnerships
- Deepening client value
Elevate courses & events
A premium coaching and mentoring initiative designed exclusively for established financial advice businesses ready to take the next step.
Business Planning
Strategic planning, vision setting, growth roadmaps and business development. Runs more than once a year.
High Achievers Forum
A multi-day coaching and mentoring forum for stronger-performing businesses, built around peer interaction and growth.
Grow Your Business Showcase
Roadshow events where experienced advisers share how they built their businesses — growth strategy, team development, service expansion.
Conference & 90-day Growth Sprint
The annual Newpark conference is built around business growth, followed by a 90-day sprint to put the learnings to work.
Development that never stops
Open to every adviser, whichever pathway you're on — regular sessions and short courses that keep your capability compounding.
Weekly Credit Corner
Lender and product updates, every week.
Tech Corner
Getting more out of the tools that run your business.
Annual Review Course
Running reviews that retain clients and surface new advice.
Marketing for Beginners
The first steps to a brand and a pipeline of your own.
Role-plays
Practise real scenarios in a safe environment.
Certificates
Recognition on completion of your courses.
Your Academy journey
Qualify
Arrive with your Level 5 or start your pathway with us.
Navigate
Master practical advice through real case studies.
Practise
Advise real clients with mentoring at your side.
Elevate
Grow your team, marketing and services.
Start your Academy journey
Whether you're just getting started with Navigate or ready to grow with Elevate, we'll help you find the right path. Book a discovery call to talk it through.