WELCOME! JOIN THE NEW ERA IN FINANCIAL ADVICE
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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Fostering a thriving future for financial advice
Our commitment to our members is this: we will work tirelessly to help build a New Zealand in which getting advice is an intrinsic part of life – a valued and trusted service that Kiwis naturally look for.
As your association, 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. And of course, you can count on us to help you navigate the changing environment – be that regulatory change or technological advances.
As a member of Financial Advice New Zealand, amongst many benefits, you’ll be part of an association that’s constantly out in the public helping Kiwis understand quality advice; you’ll stand out from the crowd as an adviser committed to quality outcomes for Kiwis; and you’ll be supported by a decisive and active voice that advocates for your needs and seeks opportunities to make a positive difference.
Join us to forge a new era for financial advice in New Zealand.
New Member Info Pack
Like to know more about Financial Advice New Zealand? Download our New Member Info Pack which details types of membership, benefits, membership criteria and more.
Ready to Join?
Get underway with our New Member Application form. Click the link below to apply online or if you’ve got some further questions call Belinda on 0800 432 101 to talk about the next step.
Apply today
Have a question or two?
We’re here to help with any questions you have about becoming a member of Financial Advice New Zealand. Use our quick online chat service at the bottom of the page or visit our contact page.
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POLICY & ADVOCACY
NEWS
Financial Markets (Conduct of Institutions) Amendment Bill
Financial Advice submitted on the Financial Markets (Conduct of Institutions) Amendment Bill. We strongly support making institutions and intermediaries (with the express exclusion of Financial Advisers under FSLAA) subject to the Financial Markets Conduct Act’s...
FMA warning on misleading insurance advice welcomed by Financial Advice NZ
MEDIA RELEASE: 7 April 2020 Financial Advice NZ welcomes warnings from the Financial Markets Authority around misleading advice that people need insurance to cover medical bills for COVID-19. “This is not the sort of thing that should be happening at this time and we...
The Latest from Money Talk
Your Life
Covid19-Personal Insurance
The impact of Covid19 on our health & economy will be wide-ranging, and many of you may be looking at your ability to cope financially and try to manage priorities in this stressful environment. One of those expenses is Insurance, and sometimes it’s the first expense to be considered for savings because we don’t see any current tangible benefit, but it’s important to prioritize what is most important for your family and consider the reasons you put insurance in place in the first place.
Good Advice
COVID-19 – Personal loans and Finance
Many of you will be worried about how to manage your loan and credit card repayments during the lockdown, especially if your employment, or your partners employment have been impacted.
Your Wealth
KiwiSaver & Covid19
The Economic disruption caused by the Covid19 virus has had significant impact on Investments around the world. Many of you will be concerned about your KiwiSaver balances falling, but unsure why this is the case.