Financial Advice New Zealand has been preparing for Sorted’s Money Week next week, including a digital/social media campaign and a marketing pack for advisers.
Financial Advice New Zealand CEO, Katrina Shanks, says financial advisers are all-too-familiar with the importance of financial resilience.
“The Money Week 2018 message is spot-on,” she said. “And what’s more, advisers play a crucial role in helping their clients build financial resilience. We want to see ‘financial resilience’ become a known term – a term that promotes awareness of what Kiwis can do to build their financial well-being and to protect against life’s unpredictable turns.
“We’ve created a range of collateral in support of Money Week 2018, and will continue to promote the ‘financial resilience’ message,” added Shanks.
“It’s important all advisers get involved, be part of the conversation and be part of the movement to help Kiwis build their financial resilience.”
“It’s important all advisers get involved, be part of the conversation and be part of the movement to help Kiwis build their financial resilience.”
Further Updates
Financial Advice NZ also opened the voting for its practitioner board members this week, the first time they have had elected positions in the new body, with nine candidate nominations for the board.
Shanks said she is expecting to hear back shortly from Commerce Minister, Kris Faafoi, as to whether they will have more input into the development of the new Code.
The Minister was approached by the new body on 8 August, where they raised their concern around the clarification needed within the legislation between sales and advice.
The new body’s membership continues to grow with a membership of 1670 advisers to date, 34% of which are female advisers.
“It’s good to see women seeking out Financial Advice New Zealand,” said Shanks.
“They obviously see there’s a value in being part of a collective, more so than what the average is in the sector.
She said its the first time that financial advisers have a clear mandate to influence decision makers since “…now we have a volume of members that gives us that mandate to have a clear voice”.
Attendance for the National Advisers Conference is also off to a strong start with over 500 delegates registered so far for the event, which will see the first ever Financial Advice Excellence Awards presented.
The marketing pack download will be available to Financial Advice NZ members later today so check back soon.