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Types of Investments
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What the New Regulations Mean
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Using an Adviser
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Using an Adviser
New regulations will create new confidence for you because financial advisers must, by law, put your interests first.
What the New Regulations Mean
FMA now licenses and monitors financial advisers.
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about "What the New Regulations Mean"
Types of Advisers
Advisers must now be RFAs, AFAs, or QFE advisers. Different advisers offer different services.
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about "Types of Advisers"
Find an Adviser
Check our searchable list to find an authorised adviser in your area. Or link to the register or to our QFE list.
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about "Find an Adviser"
Choosing an Adviser
Do some research and talk with a few advisers before you decide which one to work with.
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about "Choosing an Adviser"
Working with an Adviser
How to prepare for your first meeting. Think about what your adviser’s ongoing role will be.
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about "Working with an Adviser"
