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. Read more…
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 professional body, 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
Financial Advice NZ submissions for eight upcoming consultations with the FMA and MBIE
The following are the current FMA consultations with the FMA and MBIE. Financial Advice NZ will submit on these consultations, and we welcome any feedback and contributions from our member so you can have your say on what matters. Please click on the links below to...
Law Changes Locking Out Home Seekers, Urgent Meeting Sought With Government
Friday, 14 January 2022 Press Release: Financial Advice New Zealand Recent changes in consumer finance law on top of Government policy changes are locking many home seekers out of finance options they would have qualified for just six weeks ago, says Financial Advice...
NEWS
Best judged financial advisers honoured at awards
Angela Downie of Platinum Mortgages NZ has been named Outstanding Adviser of the Year at the 2022 Financial Advice New Zealand annual conference. The award was presented tonight at a black tie gala dinner at the Christchurch Convention Centre, Te Pae, which was...
Massey University Retirement Expenditure Guidelines Report
All retirees need more than just NZ Super, guidelines show Retirement households continue to spend at levels in excess of NZ Super and will have to supplement their budgets regardless of whether they are seeking a no-frills lifestyle or one where they have more...
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.
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Surviving 2023: Protecting what you have
Author Katrina Shanks, CEO Financial Advice NZ Article originally published in Stuff.co.nz. The...
What is a will and how does it work?
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Surviving 2023: Protecting what you have
Author Katrina Shanks, CEO Financial Advice NZ Article originally published in Stuff.co.nz. The...
