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
Insurance changes should make process easier for consumers
PRESS RELEASE: 5 December 2019 Insurance changes should make process easier for consumers, says Financial Advice NZ Government proposals to overhaul insurance contract laws should make the whole process of taking out insurance easier and simpler to understand for...
KiwiSaver withdrawals for investment properties would water down scheme
Relaxing KiwiSaver rules around first home withdrawals to include investment properties defeats the purpose of the scheme, says Financial Advice NZ. Chief Executive Katrina Shanks was commenting on a suggestion from the three-yearly Review of Retirement Income...
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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.
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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.
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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.