Focus on what's important in 2016

Recent surveys from the Commission for Financial Capability and the Financial Markets Authority about the small number of New Zealanders using advisers and a lack of public faith int he industry are not a great read for adviser world and it is getting a bit tiresome

What we don’t have enough of are surveys from advisers’ businesses on their clients – which, I am sure, would tell a quite different story.

The recent global FPSB survey confirms that: Having a plan and a professional adviser puts consumers in control of their financial lives and consumers with a comprehensive, written, financial plan are three times more likely to feel confident they will achieve their life goals

A greater sense of pride in our profession is needed - to that end, the Institute of Financial Adviusers is promoting a value proposition to advisers that confirms their vision statement of “inspiring trust and confidence in financial advice” and covers these points: