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
Financial Advice New Zealand Applaudes SOP on KiwiSaver Amendment Bill
Financial Advice New Zealand welcomes the Supplementary Order Paper on the KiwiSaver Amendment Bill, being debated in Parliament today.
FMA confirms date for transitional licensing applications
The Financial Markets Authority (FMA) today announced it will start accepting transitional licence applications from 4 November 2019.
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
Minimise emotional and financial hardship with a Financial Adviser
The number one reason we make a will or ‘estate plan’ is to minimise emotional and financial hardship for the people we care about most. It’s imperative that you decide what happens to your children and/or assets now, rather than leave these decisions up to the courts after you’re gone.
Good Advice
Should you accept a personal loan from a family member?
If you do not have access to an affordable traditional loan option, borrowing cash from family or friends is one way of getting the money you need.When done right, a family loan can benefit both you and your lender.
Your Wealth
Balancing act of savings and investments
When will your investment reach a peak or take a dive? It’s impossible to predict, as no one knows how markets will perform. To ensure you’re not over exposed to risk but not to miss out on growth, the key to successful investing is diversification.