Member Centre

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

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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Kiwisaver Opt in for Foster Parents

Financial Advice New Zealand submission.

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NEWS

Draft Financial Advice Code – October 2018

The Financial Advice Code Working Group has opened a consultation on a draft Code of Professional Conduct for people who give financial advice and is seeking submissions.

Excellence in Advice Award Winners

Camilla Gribble, Ryan Smuts and Tim Fairbrother win the inaugural Financial Advice New Zealand Excellence in Advice Awards.

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 Wealth

財力彈性與投資

財力彈性與投資

投資:與其說是一門科學,不如說是一門藝術,即在您的風險忍受能力和承受能力以及您想要的投資結果之間取得一種不一般的平衡。...