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
_________
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
KiwiSaver withdrawals for investment properties would water down scheme
Relaxing KiwiSaver rules around first home withdrawals to include investment properties defeats the purpose of the scheme, says Financial Advice NZ. Chief Executive Katrina Shanks was commenting on a suggestion from the three-yearly Review of Retirement Income...
Financial Advisers support more transparency in draft bill
Financial Advice New Zealand welcomes the Government’s draft exposure bill that will set disclosure requirements in the new financial advice regime. Chief Executive Katrina Shanks says Finance Advice New Zealand backs more transparency in the sector and supports moves...
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
Money Saving Hacks to Find Financial Freedom
Are you living your dream life? If not, it’s likely because you can’t afford to live the life you want. The truth is, wishing for change won’t work. There is more to reaching and realising your financial goals than simply making resolutions for the same. Financial resilience and investments may help, but they’re not the first step.
Good Advice
International Tax is a Minefield
International tax is a minefield. Many unsuspecting, well-intentioned migrants arrive in New Zealand, work hard to build a new life, have PAYE deducted from their income, only to find out via Inland Revenue (IRD) audit that they have significant amounts of additional tax to pay. It doesn’t stop there, IRD then adds penalties and interest to that tax, and the amount can quickly escalate.
Your Wealth
Having a solid plan to protect and grow your wealth
“In this world nothing can be said to be certain, except death and taxes.” The wise words of Benjamin Franklin are as resonant today as they were in 1789. 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.