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
Insurance changes should make process easier for consumers
PRESS RELEASE: 5 December 2019 Insurance changes should make process easier for consumers, says Financial Advice NZ Government proposals to overhaul insurance contract laws should make the whole process of taking out insurance easier and simpler to understand for...
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...
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
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
Insurance through life
Insurance has a role to play in most stages of our lives. But what we need when we’re young can be quite different to what’s required as an older person. Here’s a rough guide to what to think about, and when.
Your Wealth
7 Keys To A Successful Transition To Retirement
If you have the ability to ‘roll with the punches’, you will be able to dictate how you approach most areas of your life. There are changes that you can expect in retirement which are both positive and challenging and for many, the retirement years will see various ongoing transitions too. Seeing yourself change is a challenge, however, forgetting your age and focusing on your ability, passions and drive to continue to achieve things in life, whatever your age, can keep you strong and loving life.