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

Financial Advice NZ welcomes delay to transitional licensing

MEDIA RELEASE: 26 March 2020 Financial Advice NZ welcomes the delay of the new financial advice regulatory scheme till early next year. The transitional licensing application window, which is part of the Financial Services Legislation Amendment Act, is expected to be...

Financial Advice NZ CEO in NewstalkZB COVID-19 discussion

On the 18th of March Katrina Shanks spent 45 minutes on NewstalkZB Afternoons answering questions from the hosts, Phil Gifford and Simon Barnett, and from callers on the volatility around KiwiSaver and other investments in these turbulent times. Issues touched on: -...

The Latest from Money Talk

Your Life

COVID19 – Mortgage & Loan information

COVID19 – Mortgage & Loan information

Many of you will be worried about how to manage your mortgage payments during the lockdown, especially if your employment, or your partners employment have been impacted.

Good Advice

Responding to COVID-19

Responding to COVID-19

One of the regular questions financial advisers have been getting since COVID-19 became a serious issue has been how insurance will respond. The short answer is, generally well. The not-so-short answer is that most policies will respond as intended, with a few exceptions.