Getting financial advice

If you want to invest, buy a mortgage or insurance, or plan for your long-term future, you may benefit from speaking to a financial adviser.

Here, we’ll help you understand when to get advice, the types of advisers available and how to find one. We’ll also explain the level of service to expect from your adviser and the safeguards in place to protect you and your money.

When you might like to see a financial adviser

FMA Investor Capability Manager Gillian Boyes suggests when you might like to see a financial adviser, including the potential benefits of seeing one.

How to go about seeing a financial adviser

The FMA's Gillian Boyes explains how to go about seeing a financial adviser, like where you can find one and what to ask when you first make contact.

What to expect from a financial adviser

Gillian Boyes outlines what to expect when getting financial advice: what you should be told, what to look for, and what to do if something goes wrong.