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

RBNZ and FMA Report: Life Insurer Conduct & Culture

Public confidence and trust in the life insurance sector is essential; life insurance contributes significantly to the financial well-being of New Zealanders. Reports like that released by the FMA and RBNZ today – Life Insurer Conduct & Culture – play a vital role in highlighting areas where the sector can better serve New Zealanders, and importantly, maintain and grow public confidence and trust.

The Latest from Money Talk

Your Life

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How health cover can work for you

No one knows what our lives will bring; that’s why it’s important to have a solid financial plan to create, protect and grow your wealth. But what exactly is a financial plan and how do you go about getting one? The three client case studies are fictitious but their issues are common to many of us.