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 CONFIDENCE AND CAPACITY ESSENTIAL TO WELLBEING
Wellbeing must include financial wellbeing says Financial Advice New Zealand following the release of the 2019 Budget.
Inconsistent qualification requirements a lost opportunity for the Sector and New Zealanders
Financial Advice New Zealand says the Code of Professional Conduct for Financial Advice Services has fallen short in the crucial area of qualifications and professional development.
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
How health cover can work for you
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. But what exactly is a financial plan and how do you go about getting one? The three client case studies are fictitious but their issues are common to many of us.
Good Advice
5 steps to an extra $500
KiwiSaver members have six weeks to make sure they qualify to receive the government’s annual contribution of $521.As long as they’ve contributed at least $1043 in the year to June 30 they’ll receive the full amount from the government. The $521 will appear in their KiwiSaver account in July or August.
Your Wealth
Busting the most common myths about KiwiSaver
Although KiwiSaver has now been around for over ten years, there is still some confusion about the...