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 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
NEWS
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...
Financial Advisers support more transparency in draft bill
Financial Advice New Zealand welcomes the Government’s draft exposure bill that will set disclosure requirements in the new financial advice regime. Chief Executive Katrina Shanks says Finance Advice New Zealand backs more transparency in the sector and supports moves...
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