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Articles tagged with 'Financial Advice New Zealand'

Financial Advice conference Show One

13 October 2018 - In this Special Episode of GRTV we bring you top interviews from he recent Financial Advice NZ conference in Rotorua.

Minister talks tax

10 October 2018 - [GRTV SPECIAL] Good Returns TV has been on location at the National Advisers Conference in Rotorua. In this first item Finance Minister Grant Robertson talks about the Tax Working Group and savings issues.

[The Wrap] Fun and games at Fin Advice NZ conference; What advisers need to do when paid commission

28 September 2018 - Here's what happened at the Financial Advice NZ conference this week, plus some more information on the fascinating ombudsman decision about what it thinks advisers' obligations are when they receive trail commission.

Three Excellence in advice awards revealed

27 September 2018 - Three Excellence in Advice Awards were handed out at the Financial Advice New Zealand conference in Rotorua. The winners are...

Three advisers elected to association board

27 September 2018 - Three advisers have been elected to the board of Financial Advice New Zealand.

Financial Advice NZ: Focus on outcome, not time it took

10 September 2018 - Financial Advice NZ says the new Financial Services Council code of conduct is a good example of how the industry needs to take responsibility for its own outcomes.

Who should be on Fin Advice NZ board?

7 September 2018 - Nine financial advisers are contesting up to four Practitioner positions on the Board of Financial Advice New Zealand. Candidates include new faces and...

Associations' quandary: Boost numbers, maintain standards

5 September 2018 - Financial adviser organisations must strike a balance between the need to grow their membership numbers and a desire to enforce standards, one former president says.

Shanks: Use Money Week to have advice message heard

4 September 2018 - Financial advisers should take the opportunity of Money Week to remind New Zealanders what they can do to help build their financial resilience, Financial Advice New Zealand says.

Financial Advice NZ recruits from associations

27 August 2018 - Key members of the former PAA and IFA adviser associations have taken on roles with Financial Advice NZ.

Select Committee told: Could do better

1 August 2018 - Recommendations from the select committee considering the Financial Services Legislation Amendment Bill have been welcomed, but Financial Advice NZ says it’s fallen short of the mark.

Committee proposes FSLAB changes

31 July 2018 - The Economic Development, Science and Innovation Committee has provided its report on the bill, which recommends it be passed, with amendments. Financial Advice New Zealand chief executive Katrina Shanks said she was disappointed to see the committee had not taken a stand to draw a line between sales and advice.

Dealer groups divided on Code

23 July 2018 - The three mortgage groups that made submissions on the Code Working Group's proposals offered opposing views on ethics and who should take responsibility for advice given.

Advisers vindicated in latest report

19 July 2018 - Advisers have been vindicated by a report that unearthed serious problems with many of the country’s biggest qualifying financial entities (QFEs), one product provider says.

Regulation 'should not drive business structure'

16 July 2018 - In an ideal world, regulation would be of no consequence to financial advisers because they would already be operating at a level well beyond what it required, the chief executive of Financial Advice NZ says.

Proposed commission model 'cross-subsidisation'

11 July 2018 - A new commission model proposed is a nice idea but won’t work, one former insurance company boss says.

Financial Advice NZ's next challenge: Everyone else

9 July 2018 - Financial Advice NZ is readying to promote itself to advisers who have until now not been a member of a professional association.

New chair for Financial Advice NZ certification body

5 July 2018 - Financial adviser Simon Hassan has been appointed chair of Financial Advice NZ’s certification committee.

Watch Financial Advice NZ CEO; Name the big issues for mortgage advice

2 July 2018 - The Reserve Bank's OCR announcement last week was an interesting one with the real possibility the next move could be a cut. Here's what the experts thought...

[GRTV] Meet Financial Advice NZ CEO Katrina Shanks

2 July 2018 - Financial Advice NZ came to life this week. In this video new chief executive Katrina Shanks talks about the association's purpose, what members need to do for the Quality Service Mark and more.

Associations' last days

18 June 2018 - Two organisations that have been at the forefront of financial advice in New Zealand over recent decades are in their final weeks.

Disclose cost of advice, not commission: Financial Advice NZ

31 May 2018 - Advisers should be required to declare the cost the adviser distribution channel adds to what clients pay for financial products, not the commission the advisers themselves receive, Financial Advice NZ says.

Associations hang back from Financial Advice NZ

29 May 2018 - [UPDATED] Financial Advice New Zealand is working through the last stages before its official launch, but some adviser bodies are still undecided about whether they will join it.

Financial Advice NZ appointment rallies support

14 May 2018 - Advisers are welcoming the appointment of Katrina Shanks to the Financial Advice NZ chief executive role, and say she has a chance to galvanize the industry.

First Financial Advice NZ CEO announced

10 May 2018 - Former National Party MP and chief executive of the Funeral Directors Association, Katrina Shanks, has been named as the first CEO of Financial Advice New Zealand.

CWG proposals doom independent advisers: Association

2 May 2018 - Financial Advice NZ says proposals from the Code Working Group developing the new code of conduct for the industry could eliminate large sections of the “independent” advice force.

QSM not getting royal welcome yet

5 April 2018 - Advisers say there are still questions to be answered about the Financial Advice New Zealand quality service mark (QSM).

Financial Advice NZ quality mark outlined

4 April 2018 - Financial Advice New Zealand has revealed the framework for its Quality Service Mark.

Quality mark framework developed

6 March 2018 - More details of Financial Advice New Zealand's Quality Service Mark should be available at the end of the month. The mark has been a key part of the development...

FSLAB: Still changes to be made, associations argue

26 February 2018 - Financial adviser associations say there’s a risk the Financial Services Legislation Amendment Bill is a step back for professionalisation of the industry.

Financial Advice NZ CEO: Dodds vs Severn?

21 February 2018 - Chief executives of both the Institute of Financial Advisers and the Professional Advisers Association are putting their hands up to lead Financial Advice New Zealand.

Quality mark plan raises CFP questions

14 February 2018 - Advisers worried about how the CFP designation will fit in with Financial Advice NZ’s planned quality mark for advisers are being told to wait for more details.

Financial Advice NZ clarifies priorities

7 February 2018 - Work continues on the development of Financial Advice NZ, with more meetings being held this week.

What advisers want from Financial Advice NZ

23 January 2018 - In today's news we talk to the mortgage advisers who have been appointed to Financial Advice New Zealand’s lending advisory committee to see what they...

Giving mortgage advisers a voice

17 January 2018 - Professionalising the financial advice industry will change public perceptions of mortgage advisers and help them survive the disruptive technology challenges they face.

Financial Advice NZ committees appointed

10 January 2018 - Financial Advice NZ has announced the make-up of its subcommittees, which will represent different advice strands within the association.

Committee members to lobby for advice strands

9 January 2018 - Members of Financial Advice New Zealand sub-committees say they plan to advocate for their advice strands as the new association is formed, and regulation overhauled.

Financial Advice NZ acknowledges frustrations

27 December 2017 - Financial Advice NZ has acknowledged advisers' frustration at the time it has taken to establish the new professonal association.

Getting to Know: Paul Sewell

15 December 2017 - After a stint in banking, it was a newspaper article that prompted Paul Sewell into financial advice.

Financial Advice NZ recruiting

12 December 2017 - New professional association Financial Advice NZ appears to be addressing concerns about how it will represent all strands of advice, by opting for a system of colleges.

The Wrap: Bill gets yes, PAA gets no

8 December 2017 - We weren’t sure it was going to happen this side of the new year but this week the Financial Services Legislation Amendment Bill had its first reading in Parliament.

PAA gets 'no' vote

5 December 2017 - PAA’s Holiday Home Legacy Trust could eventually be used to help fund the work of Financial Advice New Zealand - but first the association's members, including its own board, will need to change their minds about its trust deed.

PAA: Meeting failure could hold up Financial Advice NZ

22 November 2017 - PAA members are being told it was "disheartening" that the association could not get quorum for its recent annual general meeting in Auckland - and they'll need to do better if the establishment of Financial Advice NZ is to happen smoothly.

The Wrap: Has FSC launched a pre-emptive strike on the new adviser association?

10 November 2017 - A question on our minds this week is this: Has the Financial Services Council (FSC) launched a pre-emptive strike on the new Financial Advice New Zealand association?

Quality mark questions

9 November 2017 - A quality mark system is coming - but what will it mean, and how will it fit with the CFP designation?

The Wrap: Deadlines for changes clearer (maybe)

27 October 2017 - Since this is the Weekly Wrap we thought we'd try and wrap the week up, highlighting the key news stories and looking ahead to what's happening next week. Read on to see what's on the agenda.

Financial Advice New Zealand launch date set

26 October 2017 - Financial Advice New Zealand will administer a quality service mark for its adviser members as it works to boost public trust and confidence in the profession, it has been revealed.

Getting to Know: Jon-Paul Hale

20 October 2017 - Insurance adviser Jon-Paul Hale wants to see the industry working together much better.

Getting to Know: Anand Srinivasan

6 October 2017 - Anand Srinivasan has been making waves since he gave up working for a provider to work for himself.

Getting to Know: Murray Harris

29 September 2017 - Murray Harris says financial advice is about much more than money and investments. But his time with the world's super-wealthy has given him added appreciation of both.

Financial Advice NZ: Much ado about nothing?

29 September 2017 - It could be next year before the groundwork is fully laid for the new financial advisers’ association, pundits suggest.

FANZ versus Financial Advice NZ

19 September 2017 - A legal stoush is brewing over the use of four little letters, and advisers say those developing the new professional body for the industry may not have thought hard enough about its name.

Getting to Know: Toni Dodds

15 September 2017 - She's Fred's daughter, but don't hold that against Toni Dodds.

Getting to Know: Liz Koh

8 September 2017 - Adviser Liz Koh says she deliberately set out to build a public profile.

Getting to Know: Reagan Bax

25 August 2017 - Is Reagan Bax, brother of model Kylie Bax, the only member of the NZ financial advice sector to have played golf with Donald Trump?

Adviser wants 'gold standard' for industry

25 August 2017 - A financial adviser with trans-Tasman experience says New Zealand advisers are subject to insufficient regulation, compared to their Australian counterparts.

Getting to Know: Peter Neilson

18 August 2017 - Peter Neilson was the chair of the Financial Services Council until insurers quit in revolt over a report into insurance commissions, and was the Associate Minister of Finance during the sharemarket crash. Here, he talks about why advisers should be more like surgeons.

Pro-bono work recognised

18 August 2017 - A pro bono initiative run by the Southland branch of the IFA could be replicated across the country when Financial Advice NZ becomes operational.

Financial Advice NZ? Wait and see

10 August 2017 - One adviser association will wait a couple of years before deciding whether its members will join Financial Advice NZ.

The big reveal (VIDEO)

4 August 2017 - Financial Advice New Zealand reveals its establishment board and new brand.

Financial Advice NZ set for take-off

3 August 2017 - Financial Advice NZ's working group has revealed the board who will lead it through the establishment phase.

Milestone day for financial advice in New Zealand

3 August 2017 - A new bill to replace the Financial Advisers Act was to be introduced on Thursday, Commerce Minister Jacqui Dean announced at the National Advisers Conference.

The start of a new era in financial planning

3 August 2017 - The creation of Financial Advice New Zealand today is being hailed as the start of a new era in financial planning. 

Associations give nod to Financial Advice NZ

28 July 2017 - FAA, IFA and PAA have each given the green light for the establishment of the new adviser association, Financial Advice NZ.

Financial Advice NZ funding a work in progress

24 July 2017 - Determining exactly how much money will be required to get Financial Advice NZ off the ground, and where it will come from, is something the working group developing the new adviser association is still grappling with.

Financial Advice NZ seeking mortgage voice

6 July 2017 - Applicants are being sought from the mortgage advice industry to take a seat at the Financial Advice NZ table.

Financial Advice NZ: What's really new?

20 June 2017 - The latest update from the Financial Advice NZ working group has prompted some to wonder whether the new organisation will be more of the same.

Financial Advice NZ enters next phase

12 May 2017 - The working group developing Financial Advice New Zealand would like to see the new association come to life around the time of the IFA and PAA shared conference in early August.

Financial Advice New Zealand hits day 100

5 May 2017 - Today marks the last of 100 days set aside to develop the new adviser association Financial Advice New Zealand, but there's longer to wait for more details.

The key ingredient for success

18 April 2017 - After more than 25 years of working with, and observing, membership organisations there is one major factor which determines the success or failure of the association.

Financial Advice plan to be revealed next month

10 April 2017 - A plan for Financial Advice New Zealand will be ready next month, the working group developing the association says.

No submission but Financial Advice NZ 'active' on new rules

28 March 2017 - Advisers should expect Financial Advice New Zealand to be “extremely proactive” in the transition period to the new adviser legislation, PAA president Bruce Cortesi says.

Consumers 'deserve clarity'

10 March 2017 - A new 'financial advice representative' designation is a missed opportunity, the working group developing Financial Advice New Zealand says.

Work starts on Financial Advice NZ plan

1 March 2017 - Work is under way in earnest to draw up a plan for Financial Advice New Zealand.

First thoughts on a new adviser association

14 February 2017 - The IFA and PAA have wrapped up its roadshow to get ideas and feedback on the proposal to form a new association, Financial Advice New Zealand. Apparently...

Financial Advice feedback 'vast'

13 February 2017 - Members of the working group developing Financial Advice New Zealand say they now have a “vast and well thought-out” amount of information from advisers to work through.

Financial Advice NZ forums to tackle details

30 January 2017 - Financial Advice New Zealand’s role in providing consumer education and information will be one of the most important topics to be discussed at an upcoming series of forums, the PAA’s president says.

Cortesi courts current members

3 January 2017 - Initial feedback on the formation of Financial Advice New Zealand suggests that advisers want an industry body that provides a strong voice to product providers and regulators - and demonstrates to the public that advisers offer good value to clients.

Financial Advice NZ offers online feedback option

22 November 2016 - An online tool has been launched to help advisers give feedback and make suggestions about the development of Financial Advice New Zealand.

Financial Advice NZ consultation begins

25 October 2016 - Development of Financial Advice New Zealand is moving into its second phase.

Advisers need advertising campaign

5 October 2016 - Financial advisers may need a large-scale consumer education campaign to help the general public understand what they offer.

Financial Advice NZ's 100-day plan

7 September 2016 - Chief executives of the Institute of Financial Advisers and Professional Advisers Association are set to spend the next month developing a plan to consult with the industry on the establishment of Financial Advice New Zealand.

Formal Financial Advice NZ conversations start next month

26 August 2016 - More of the countries’ adviser associations will be approached more formally early next month about the possibility of becoming involved with Financial Advice New Zealand.

Financial Advice NZ could play regulatory role

3 August 2016 - Advisers could partially be regulated by Financial Advice NZ, rather than the FMA, if the new organisation can get sufficient support from the industry.

Financial Advice NZ gets green light

28 July 2016 - Members of IFA and PAA have voted in favour of forming Financial Advice New Zealand.

IFA mum on FANZ vote

26 July 2016 - The Institute of Financial Advisers has voted on the formation of Financial Advice New Zealand – but will not reveal what it has decided.

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.79 4.65 4.85 4.99
ANZ Special - 4.15 4.35 4.49
ASB Bank 5.80 4.59 4.69 4.79
ASB Bank Special - 4.19 4.29 4.39
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.19 4.29 4.49
BNZ - Std, FlyBuys 5.90 4.69 4.79 4.99
BNZ - TotalMoney 5.90 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.20 5.25 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.90 4.95 -
Housing NZ Corp 5.80 4.69 4.79 4.79
HSBC Premier 5.89 3.99 4.19 4.69
HSBC Premier LVR > 80% - 3.85 - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.80 4.59 4.69 5.09
Kiwibank 5.80 4.69 4.69 4.99
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.19 4.19 4.49
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.30 4.86 4.94 5.30
RESIMAC Special - - - -
SBS Bank 5.89 4.85 5.05 4.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 4.19 ▼3.95 4.49
Sovereign 5.90 4.59 4.69 4.79
Sovereign Special - 4.19 4.29 4.39
The Co-operative Bank - Owner Occ 5.75 4.19 ▼4.35 4.49
The Co-operative Bank - Standard 5.75 4.69 ▼4.85 4.99
TSB Bank 5.80 4.69 4.69 4.99
TSB Special - 4.19 4.19 4.49
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 4.69 4.79 5.19
Westpac - Offset 5.95 - - -
Westpac Special - 4.19 4.29 4.49
Median 5.89 4.62 4.69 4.79

Last updated: 19 October 2018 6:18pm

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