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

Financial Advice NZ welcomes delay to transitional licensing

MEDIA RELEASE: 26 March 2020 Financial Advice NZ welcomes the delay of the new financial advice regulatory scheme till early next year. The transitional licensing application window, which is part of the Financial Services Legislation Amendment Act, is expected to be...

Financial Advice NZ CEO in NewstalkZB COVID-19 discussion

On the 18th of March Katrina Shanks spent 45 minutes on NewstalkZB Afternoons answering questions from the hosts, Phil Gifford and Simon Barnett, and from callers on the volatility around KiwiSaver and other investments in these turbulent times. Issues touched on: -...

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

10 Tips for Empowering Children to be Money Smart

10 Tips for Empowering Children to be Money Smart

This always seems to be a topic that parents and grandparents tell us is useful.  It can be difficult finding the time and the right way to go about having the money conversation with children where they will actually listen and take note, especially if we are talking with teenagers.  Start early and make the discussions open, fun and encourage questions.

Good Advice

Responding to COVID-19

Responding to COVID-19

One of the regular questions financial advisers have been getting since COVID-19 became a serious issue has been how insurance will respond. The short answer is, generally well. The not-so-short answer is that most policies will respond as intended, with a few exceptions.