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
Free financial advice as Kiwis take greater interest in finances
The Financial Markets Authority (FMA) has partnered with Financial Advice New Zealand to make free and generic financial advice available in Hamilton, as New Zealanders take a greater interest in their finances and investments due to the impact of COVID-19. The FMA...
Financial Markets (Conduct of Institutions) Amendment Bill back from Select Committee
Financial Advice New Zealand is pleased some of the changes they recommended were amended during the Select Committee process but noted there is room to debate outstanding issues in the House. Chief Executive Katrina Shanks says they are supportive of the principle of...
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
Covid19-Personal Insurance
The impact of Covid19 on our health & economy will be wide-ranging, and many of you may be looking at your ability to cope financially and try to manage priorities in this stressful environment. One of those expenses is Insurance, and sometimes it’s the first expense to be considered for savings because we don’t see any current tangible benefit, but it’s important to prioritize what is most important for your family and consider the reasons you put insurance in place in the first place.
Good Advice
COVID-19 – Personal loans and Finance
Many of you will be worried about how to manage your loan and credit card repayments during the lockdown, especially if your employment, or your partners employment have been impacted.
Your Wealth
KiwiSaver & Covid19
The Economic disruption caused by the Covid19 virus has had significant impact on Investments around the world. Many of you will be concerned about your KiwiSaver balances falling, but unsure why this is the case.