Show us your working day.
Let’s make room for better.

Your clients, your team, your systems. Tell us what you would like to change and we can explore where Ledger Black fits.

Thirty minutes

Show us your practice.

Tell us about your team and the work you are sick of doing by hand. This is a platform enquiry, not a request for personal financial advice.

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Your advice areas and platform interests (choose all that apply)

InvestmentsKiwiSaverFinancial planningHome loansCommercial lendingPersonal insuranceBusiness insuranceClient management / CRMAdvice documentsMarketingResearchReportingAI & meeting supportSales coachingCommissions & operations

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What happens next

A real conversation.
Not a demo script.

We start with the practice you run. Which disciplines, which systems, which parts of the week need attention. Then we can talk through the relevant workflows, setup and scope.

No account numbers, medical details or client documents here, please. Any sensitive information needs an agreed secure channel.

How we handle your details

Pricing and proposals Planning the move

Ledger Black

The back office is over.
Advice, without the admin.

hello@ledgerblack.co.nz

Ledger Black provides financial tools and software for advice businesses. Financial advice is provided by the partner adviser you engage, within their disclosed scope and provider arrangements. Calculators provide estimates, not personalised advice or guaranteed outcomes.

Provider names identify coverage in platform catalogues, not endorsement or a direct commercial relationship. Availability varies by adviser and product. Photography is illustrative.

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Built in New Zealand.