FOSTERING A THRIVING FUTURE FOR 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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Our Commitment to you
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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’re part of an association that’s constantly out in the public informing Kiwis about quality advice; you stand out from the crowd as an adviser committed to quality advice and good outcomes for Kiwis; you’re supported by a decisive and active voice that advocates for your needs and always seeks opportunities to make a positive difference.
POLICY & ADVOCACY
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.
All should be qualified – response to Draft Code of Professional Conduct
All should be qualified, not just financial advisers. Financial Advice New Zealand states that there should be one minimum qualification (or the equivalent through RPL) for all persons providing regulated financial advice.
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.
Promotions
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.
The Latest from Money Talk
Your Life
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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.
Good Advice
Effective cash management to help you achieve your financial goals
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.
Your Wealth
Busting the most common myths about KiwiSaver
Although KiwiSaver has now been around for over ten years, there is still some confusion about the...