Welcome to the Institute of Financial Advisers

The Institute is New Zealand's professional body for advice practitioners in financial planning, insurance, investment and estate planning.

We help our members reach their full potential as professional financial advisers for the benefit of the New Zealand public.

Whether you're a consumer wanting to find more about the value of good advice or to find a financial adviser, or a practitioner seeking to become more professional, we can help.


Looking for good financial advice in a complex and changing world?

Good financial advice can help you achieve your goals and take care of risks along the way. And a good adviser will help you make the right choices about insurance, investments, retirement planning, cash management and other key areas.

This website will help you find out more about financial advice, the key decisions you may want to make, and how to choose a good financial adviser.

Excellence, beyond Competence

The Institute of Financial Advisers is the home for New Zealand's top professional financial advisers - or those who want to be.

With our links to 25 countries through the Financial Planning Standards Board, we have access to world best practice in financial advice. A strong continuing professional development programme, excellent fellowship opportunities, proven commitment to world-class standards, ethics and values and unrivalled access to expertise make us the only choice for true professionals.

IFA Principles

Financial Advice NZ