Financial advice 


In order to achieve lifelong financial security, you need to plan for the future. How else will you know if you will have enough retirement savings or be able to afford that holiday? In other words, how do you achieve the level of wealth needed to maintain your lifestyle both now and in retirement? Here are some resources that you may find useful.

Sorted is a free service powered by Te Ara Ahunga Ora (Retirement Commission) the government-funded, independent agency dedicated to helping New Zealanders get ahead financially.


Financial Markets Authority

If you want to invest, buy a mortgage or insurance, or plan for your long-term future, you may benefit from speaking to a financial adviser.

FMA’s website may help you understand when to get advice, the types of advisers available and how to find one. They’ll also explain the level of service to expect from your adviser and the safeguards in place to protect you and your money.

Visit FMA

Financial Services Council NZ

The Financial Services Council NZ (FSC) has created a guide for customers and those wanting to take a DIY approach to retirement planning. Successful retirement planning means being able to enjoy a reasonable lifestyle in retirement without outliving your savings. This guide covers some key retirement planning considerations, including a few rules of thumb on how to manage your savings during retirement.

View the FSC Retirement Planning Guide


MoneyTalks is a free helpline available to provide free budgeting advice to individuals, family and whānau. Their financial mentors can help you understand your financial situation, organise your debt, assist you with planning for the future, or get you in touch with a local accounting service.

Visit MoneyTalks