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31 March 2025

Everyday finance

These pages explain how everyday financial services like banking and insurance are impacted by the Conduct of Financial Institutions (CoFI) Act, what conduct you should expect from them and what to do when things don't go as expected.
12 March 2025

Working with a financial adviser

Learn what it's like working with an adviser. All advisers must follow the new Code of professional conduct for Financial Advice Services.
25 July 2024

Investment advice

An investment adviser works with you to: Understand your needs and goals, find options to suit your situation, explain how each investment works, the risks and possible returns, and what it costs, and more.
8 November 2022

Mortgage advice

A mortgage adviser works with you to: Understand your needs and goals, work out what you can afford to borrow, find options to suit your situation and more. A mortgage adviser is a go-between who deals with banks or other lenders to arrange a home loan for you.
15 March 2021

How do I find an adviser?

There are a number of ways you can choose a Financial Advice Provider. The key is to know what you want to achieve from that advice, then do your homework to make sure you choose a Financial Advice Provider who meets your needs.
15 March 2021

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.
15 March 2021

Problems with your financial adviser

All licensed financial advice providers must be part of an approved Dispute Resolution Scheme. This means they’re required to send complaints to an agreed third party to sort out if your complaint cannot be resolved directly with you.
15 March 2021

Insurance advice

An insurance adviser works with you to: Understand your needs and goals, work out what you can afford to pay in premiums, find options to suit your situation an more. An insurance adviser is a go-between who deals with insurers to arrange your insurance. They will also help if you need to claim on your insurance.