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
Retirement income review hits nail on head
MEDIA RELEASE: The 2019 Review of Retirement Income Policies by the Commission for Financial Capability hits the nail on the head around KiwiSaver and NZ Superannuation, says Financial Advice NZ. “This review tells it exactly like it is and the Government must...
Consumer NZ’s claims around commissions show lack of understanding, says Financial Advice NZ
MEDIA RELEASE: 23 January 2020 Consumer NZ’s claims around commissions show lack of understanding, says Financial Advice NZ A claim by Consumer NZ that financial advisers suggest clients look at new life insurance policies just so they can boost their commissions is...
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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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