Our Purpose...

“To represent quality, trusted financial advice and advisers:

To make financial advice an intrinsic part of life.

To make New Zealanders – and New Zealand – financially better-off.”

Join the new era in financial advice

Financial Advice New Zealand launched on 1 July 2018. We’re very pleased to invite members of the PAA, IFA and NZFAA to transfer their membership to their new association: an association designed to foster a thriving future for financial advice.

We have much in store for our members: Initiatives that will help you stand out as a quality adviser; tools and promotional plans to help more Kiwis understand the value of advice and where to get it; and of course, we’ll be putting our united voice to work, to proactively and decisively advocate for your needs.

Please contact the team on 0800 432 105 if you have any queries and don't miss the opportunity to transfer your membership before 31 July 2018, to ensure you receive a lifetime discount on your membership.

Here’s to a bright future for financial advice, and to realising the potential of this crucial skill for the benefit of more Kiwis and New Zealand as a whole.

Join Financial Advice New Zealand

Complete the Member Declaration form and join before 31st July to become a Founding Member and receive preferential pricing for the lifetime of your membership ($100 discount off the standard membership rate – each and every year)

Our Commitment to You, Our Members

Our commitment to you is this: we will work tirelessly to help build a thriving future for financial advice. An environment that understands and supports what you need as an adviser, and a New Zealand in which getting advice is a given – a tool for life that Kiwis naturally look to.

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. 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 informing Kiwis about quality advice; you’ll stand out from the crowd as an adviser committed to quality advice and good outcomes for Kiwis; you’ll be supported by a decisive and active voice that advocates for your needs and always seeks opportunities to make a positive difference.

Join us to forge a new era for financial advice in New Zealand.

Standards

Together, we’ll build public confidence and trust in financial advice. Our members will be known as trusted advisers, committed to quality standards and advice.

Advocacy

We’re your voice and advocate. We’re dedicated to a fundamental goal: to build the best framework that supports you in providing quality advice to more New Zealanders.

Promotion

Through both promotion and public discussion, we’ll actively and consistently drive awareness of the value of advice and the role our members play in helping Kiwis thrive.