Support Continues For Association’s Partnership Programme 


Financial Advice New Zealand has confirmed four more additions to its partnership programme which include Asteron Life, mySolutions, Generate and adviser firm MacKay Financial Advice and Solutions.

They join the following list of Business Partners already signed up:


  • Mortgage Link
  • Insurance Link
  • Fidelity Life
  • Chatswood Consulting
  • Platinum Asset Management
  • Plus Four Insurance Solutions
  • Kepa
  • Partners Life

The association launched the initiative in April this year (see: Business Partnership Programme Gains Support…).

Chief Executive, Katrina Shanks, says they have submitted on the Options Paper – Improving Insurance Contract Law, which they hope will lead to greater accessibility for consumers.

Financial Advice NZ CEO, Katrina Shanks …industry continues to support Business Partnership programme

The association also forecasts a record number of delegates at its upcoming Conference for 2019.

This week it will release its fifth Readiness for the new Financial Regime Workbook which covers the remaining duties in the legislation and complying with the Code of Conduct.

“These workbooks have been extremely popular with our members,” said Shanks. “We have run webinars all month on licensing which have had a great attendance. In addition to this I have been assisting members who require guidance for licensing.”

She said their next workbook will focus on transitional licensing and cover what advisers will be required to provide along with templates on how to do this.

Conference early bird closes on 22 July and the Awards nominations close on 19 July.