Financial Advice New Zealand

What Financial Advice New Zealand does

Financial Advice New Zealand is a Wellington-headquartered, non-profit professional membership association founded in 2016 that serves as the recognized industry body for financial advisers in Aotearoa New Zealand. It operates a two-sided platform serving two distinct audiences: individual consumers across New Zealand seeking qualified financial guidance for major life decisions such as retirement, home purchase, and protection, and qualified financial advice professionals seeking membership, professional development, and industry representation. Its core offering is a suite of interconnected services rather than a discrete software product, including a public "Find an Adviser" directory, a research and advocacy hub for consultations and submissions, an events platform for professional development, a media and news section, consumer-facing "Value of Advice" educational resources, and membership application programs with non-publicly disclosed terms.\n\nThe underlying technology is a conventional association website (built on what appears to be a standard CMS with cart and member sign-in functionality) plus a member-facing events platform and directory; there is no evidence of proprietary technology, AI/ML capabilities, mobile applications, or published APIs. The platform is domestic-only and operates in New Zealand.\n\nThe business model is a membership-association model: revenue is generated primarily through adviser membership dues and event/training fees (neither publicly disclosed), while consumers access the directory free of charge. Pricing is quote-based and not publicly disclosed, with a multi-year contract cadence suggested for membership. Distribution is self-serve via the website's adviser directory, membership portal, and events platform, supplemented by organic social media presence on Facebook, LinkedIn, and YouTube. The organization is member-governed or self-governed with no identified parent company, subsidiaries, or external investors, and operates as a private, non-listed entity.

Name

Financial Advice New Zealand

Legal name

Financial Advice New Zealand

Website

https://financialadvice.nz

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Financial Advice New Zealand is a Wellington-based non-profit membership association founded in 2016 that serves as the recognized professional body for financial advisers across New Zealand, connecting consumers with vetted advisers via its directory and providing members with advocacy, research, events, and professional development.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Fee-Only Advisory (FSAEAAAL), Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)

Keywords

• Financial advisory services
• Professional membership association
• Adviser directory
• Financial planning resources
• Industry advocacy

Headquarters

HQ city

Wellington

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Pricing tiers

Distribution channels3 records

Marketing channels1 record

Core offering

Financial Advice New Zealand is a non-profit professional membership organization that maintains a nationwide directory connecting consumers with qualified financial advisers, while providing member advisers with industry representation, research resources, professional development events, and consumer education materials. The organization serves as the recognized professional body for financial advisers in Aotearoa New Zealand, offering membership programs, an adviser finder directory, research and consultation resources, and event platforms.

Product overview

Financial Advice New Zealand is a professional membership organization for financial advisers in Aotearoa New Zealand. The organization operates a platform of interconnected services including an adviser directory (Find an Adviser), consumer education resources (Value of Advice), professional development and industry advocacy resources (Research, Consultations, & Submissions), industry news and insights (Media, News, & Insights), event management (Events), and membership programs (Membership Options). The offering is structured as a unified membership platform rather than a commercial software product.

Differentiator

Problem solved

Functional benefit

Products and services

• Find an Adviser

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights2 records

Regional players

• Chartered Accountants Australia and New Zealand (CA ANZ): Australia and New Zealand accounting professional body with overlapping membership among financial advisers. Comparable as a regional professional association serving NZ members, though focused on accounting rather than financial advice specifically.
• Hong Kong Institute of Financial Planners (HKIFP): Hong Kong-based professional body for financial planners offering certification and continuing education. Comparable in mission to credential individual advisers but operating in a separate Asia-Pacific market.
• Financial Services Council of New Zealand (FSC): NZ industry body representing the financial services sector including investment managers, insurers, and advisers. Comparable to FANZ as a NZ-based industry association providing advocacy and policy submissions, though it represents institutions rather than individual advisers.

Direct peers

• Chartered Institute for Securities & Investment (CISI): Global UK-headquartered professional body for those in securities, investment, and financial advice. Comparable to FANZ for its membership-based credentialing, professional development, and advocacy model.
• The Personal Finance Society (PFS): UK professional body supporting individual financial advisers and planners with qualifications, member benefits, and policy voice. Matches FANZ's member-association structure and emphasis on adviser credentials.
• Financial Planning Association (FPA): US-based professional association for CFP®-certified financial planners, providing member directory, advocacy, and continuing education. Comparable to FANZ in mission of credentialing advisers and representing them in policy matters.
• Institute of Financial Accountants (IFA): UK accountancy and financial services membership body offering qualifications and member services. Comparable in providing a credentialed-membership structure that supports small practitioners serving retail clients.
• Financial Advice Association Australia (FAAA): The peak professional body for financial advisers in Australia, offering a member directory, professional development, advocacy, and policy submissions. Closest international analogue to FANZ, operating a near-identical model across the Tasman.

Others

• Sorted (Retirement Commission / Te Ara Ahunga Ora): NZ government-funded consumer financial education brand. Adjacent to FANZ's 'Value of Advice' consumer-facing education role, but publicly funded rather than member-supported.
• Money & Mental Health Policy Institute: UK charity producing research and policy work on consumer financial wellbeing. Thematically adjacent to FANZ's consumer-education and research-hub functions, though it does not credential advisers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• YouTubeyoutube.com/@FinancialAdviceNewZealand
• Facebookfacebook.com/financialadvicenz
• LinkedInlinkedin.com/company/financialadvicenz

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Financial Advice New Zealand