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 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

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

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

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.