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advice
A recent study has found that people who work with a professional financial planner feel better off both financially and more broadly. They report having a better quality of life, enjoying more financial confidence and resilience, and feeling more satisfied with their financial situation.
If you don’t have a Financial Adviser appointed for your KiwiSaver, this can mean a frustrating process working with multiple different points of contact and an inability to discuss your personal requirements either via online meeting or in person.
From 15 March 2021 anyone who gives regulated financial advice to retail clients must either hold, or operate under, a Financial Advice Provider licence. All providers of financial advice are now subject to the same obligation to place the interests of their clients first and must adhere to a new Code of Conduct.
