About

BUILDING A BETTER FINANCIAL FUTURE FOR NEW ZEALAND

Our Story

Financial Advice New Zealand was founded with change on-the-mind and a single-minded purpose: To help Kiwis, and New Zealand as a whole, be financially better-off.

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Helping Kiwis Thrive

In 2018, Financial Advice New Zealand was created by three founding bodies – the PAA, IFA and NZFAA. We represent the interests of the public and our members, and strive to help Kiwis, and New Zealand as a whole, be financially better-off.

WE WORK TOWARDS OUR VISION BY…

Representing the interests of the public: For Kiwis, you can count on us to make your interests the priority in any initiative, change or discussion. You can count on us to be the voice for quality advice; to support quality advisers; and to make a stand when your interests could be better served.

Representing the interests of our members: For our members, you can count on us to champion the role of quality advice, and you – the individual that helps Kiwis thrive. You can count on us to invigorate pride and trust in your profession, and to drive widespread awareness of the value you offer.

The most essential element of financial well being is quality financial advice. By helping advisers do what they do best, and helping more Kiwis access quality advice, together we’ll help New Zealand be financially better off.

Standards

We stand for quality advice and advisers and a commitment to high professional standards. In early 2019 we’ll be launching our Quality Service Mark – a trusted mark of distinction for advisers and Kiwis

Advocacy

We’re dedicated to influencing policy so that more New Zealanders can benefit from the value of advice, and so that advisers are well supported in providing this crucial service and sharing their expertise.

Promotion

Quality advice changes lives for the better. We’re dedicated to helping more New Zealanders understand what good advice is, how to find it, and what they should expect from a quality adviser.

Looking for expert help?

Find an adviser in the Financial Advice New Zealand Member Directory. Search for Mortgage, Insurance, KiwiSaver, Investment and Financial Planning advisers here.

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The Latest from Money Talk

Your Life

10 Tips for Empowering Children to be Money Smart

10 Tips for Empowering Children to be Money Smart

This always seems to be a topic that parents and grandparents tell us is useful.  It can be difficult finding the time and the right way to go about having the money conversation with children where they will actually listen and take note, especially if we are talking with teenagers.  Start early and make the discussions open, fun and encourage questions.

Good Advice

Insurance through life

Insurance through life

Insurance has a role to play in most stages of our lives. But what we need when we’re young can be quite different to what’s required as an older person. Here’s a rough guide to what to think about, and when.

Your Wealth

7 Keys To A Successful Transition To Retirement

7 Keys To A Successful Transition To Retirement

If you have the ability to ‘roll with the punches’, you will be able to dictate how you approach most areas of your life.  There are changes that you can expect in retirement which are both positive and challenging and for many, the retirement years will see various ongoing transitions too.  Seeing yourself change is a challenge, however, forgetting your age and focusing on your ability, passions and drive to continue to achieve things in life, whatever your age, can keep you strong and loving life.