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 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

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

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...

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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 through life

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7 Keys To A Successful Transition To Retirement

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.