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Managing your investment

The longer your investment timeframe, the more the value of your investments can compound upwards and grow. Learn how to get the most out of your investments here.

How to operate

Getting prepared for licensing covers: who will need a licence under the new financial advice regime; the different ways to operate under the new regime, and provides an easy-to-navigate tool that will help guide you through the options if you're unsure how you wish to operate. See more.

Getting advice

If you want to invest, get a mortgage or insurance, or plan for your long-term future, you may benefit from getting financial advice. This section of the FMA website talks about when to get financial advice and how financial advice is regulated in New Zealand, the role of financial advice providers. You can also find useful tips of working with a financial adviser and what to do if you face problems with your financial adviser.

Samantha Barrass, FMA Chief Executive, keynote speech at the IFSO Conference on Fair Conduct

Samantha Barrass, FMA Chief Executive, keynote speech at the IFSO Conference on Fair Conduct at 4 Points by Sheraton, Auckland on Wednesday, 22 March 2023.

A guide to talking about money online

There are strict rules around providing regulated financial advice in New Zealand that apply to everyone and it pays to know about them especially if you're sharing advice online.

Castle Point Funds Management Limited

Castle Point Funds Management Limited is an AML reporting entity.