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COVID-19 Resources for Financial Advisers

In response to the August 2021 COVID-19 lockdown, Financial Advice NZ  has gathered a range of resources and information to help members and their clients navigate this trying time.


– The Government has announced a range of business support measures following the 17 August lockdown.

– Financial Advice NZ members need to be aware of what these are and how they can be used.

– This page provides a range of Financial Advice NZ and Government resources to help members and their clients.

For COVID-19 health advice and information, contact the Ministry of Health Healthline team on 0800 358 5453 and visit for the latest information.

Latest information 

Covid 19 information – Make sure you know what to do at Alert Level 4.

Alert Level 4 | What to do at alert level 4 – Information on what Alert Level 4 means for you

Doing business at Alert Level 4 | Unite against COVID-19 ( – Find out if your business can operate at Alert Level 4.

COVID-19: Locations of interest | Ministry of Health NZ – get the updates on Location of Interests

Mental Wellbeing For You & Your Workplace — Mentemia  – Your positive partner to mental wellbeing

Sector Information

 The FMA has issued an overall look at how Alert Level 2 will affect financial services businesses and staff.  Read the FMA guidelines here
– Information on AML when clients are in self-isolation (DIA advice to Auckland District Law Society)
Guidance: Complying with AML/CFT verification requirements during COVID-19 Alert Levels

Financial Advice NZ Health and Safety Toolbox

Click here and download the Health and Safety toolbox developed for Financial Advice NZ members and their businesses

Click here and download a resource to provide to your client on your response to Alert level 2

General Information

Government website information on COVID-19 – Including sections on;
– Health Advice on how to minimise the spread of COVID-19 and protect vulnerable people
– Business Advice – employee and employer advice, tax relief etc
– Work Advice – health & safety at work, sick leave, financial support
– Advice on the community affect
– Government help line 0800 779 997, (9am to 5pm, 7 days a week)

Business Support IRD 

Latest from the Ministry of Health on COVID-19 – The latest MOH information on the virus development

Business.Govt.NZ – A broad range of Government information specifically for businesses

Work & Income – If you’ve been affected by COVID-19, Work & Income may be able to provide financial support. Whether you are self-isolating at home, or your work is affected.

SafeTravel – Information on international travel advisories for New Zealanders

Other relevant pages on topics that are very relevant in this new environment:
Continuity Planning – BusinessNZ
Workplace infectious disease protection – MoH. Your duties under the Health & Safety at Work Act 2018

Contact Tracing – To obtain posters and tracing app

Financial support – If you need support for the following:
– paid leave while you or staff wait for COVID-19 test results
– tax payment options
– wage subsidy if alert levels change.

Business Travel – If you or your employees need to cross Auckland’s Alert Level Boundary for work during Alert Level 3 you will need travel documents.

World Health Organisation

Here is the main page for the World Health Organisation’s information on Coronavirus (COVID-19) The WHO also has some great videos on this topic, more are added as the days go by.

Membership Benefits

Hand sanitiser – click here for details