Our Purpose
The purposes of the Trust are contained in the Trust Deed which you can click here to view and these can be largely summarised as being to promote and facilitate the education of financial advisers and the benefits of financial advice in New Zealand, including:
To educate the New Zealand public in the value of personalised financial advice as part of improving their financial literacy levels in the areas of risk, lending, investment and Kiwisaver advice
To increase the accessibility of personalised financial advice to the New Zealand public by promoting the education, growth and development of financial advisers who provide risk, lending, investment and Kiwisaver advice
To promote the education of financial advisers to improve the standard of personalised financial advice available to the New Zealand public
To support the creation, development and delivery of educational initiatives and programmes for financial advisers in support of the purposes under this clause 4
To promote and educate financial advisers to meet the then applicable financial adviser code of conduct of ethical and professional practise
To educate and liaise with government, regulators and industry providers to enhance the financial advice ecosystem in providing practical and accessible financial advice to the New Zealand public
To promote and facilitate educational and consumer research projects that examine and inform the role of risk, lending, investment and Kiwisaver products and advice in New Zealand society.