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In November we were granted our Transitional Financial Advice Provider Licence. This licence is an important milestone and is required as part of new legislation that is coming in to practice from March 2021. This legislation aims to improve access to high quality financial advice for all New Zealanders. Regardless of any legislation, our focus at AdviceFirst is to put your interests first and only provide advice where competent to do so. Accordingly, we welcome these changes.

Our current ways of working such as our Advisers being employees on a salary rather than commission and being a specialist in either insurance or investment not both. Or our emphasis on the advice team undertaking continued professional development are all examples of what we continue to do to support achieving good outcomes for you.

One of the first things you can expect to see is more meaningful disclosure requirements to improve understanding and transparency. If you want to know more about these changes please talk to us. Otherwise, there is nothing you need to do and there are no changes to our relationship with you.

Disclosure statements for AdviceFirst financial
advisers are available on request and free of charge.