Become a Member

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.

 

New Member Pack

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 Sarah 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

Disclosure Proposals

Financial Advice New Zealand submission.

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Replacement Business

Key takeouts from the FMA report.

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Code Proposals

Financial Advice New Zealand submission.

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NEWS

The Latest from Money Talk

Your Life

Minimise emotional and financial hardship with a Financial Adviser

Minimise emotional and financial hardship with a Financial Adviser

The number one reason we make a will or ‘estate plan’ is to minimise emotional and financial hardship for the people we care about most. It’s imperative that you decide what happens to your children and/or assets now, rather than leave these decisions up to the courts after you’re gone.

Good Advice

Should you accept a personal loan from a family member?

Should you accept a personal loan from a family member?

If you do not have access to an affordable traditional loan option, borrowing cash from family or friends is one way of getting the money you need.When done right, a family loan can benefit both you and your lender.

Your Wealth

Balancing act of savings and investments

Balancing act of savings and investments

When will your investment reach a peak or take a dive? It’s impossible to predict, as no one knows how markets will perform. To ensure you’re not over exposed to risk but not to miss out on growth, the key to successful investing is diversification.