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15 March 2021

Working with a financial adviser

Learn what it's like working with an adviser. All advisers must follow the new Code of professional conduct for Financial Advice Services.
15 March 2021

Getting advice

If you want to invest, get a mortgage or insurance, or plan for your long-term future, you may benefit from getting financial advice. This section of the FMA website talks about when to get financial advice and how financial advice is regulated in New Zealand, the role of financial advice providers. You can also find useful tips of working with a financial adviser and what to do if you face problems with your financial adviser.
15 March 2021

Understanding the risks

Online investing platforms enable you to trade shares and other financial products online. Take a look at risks that come with using and investing with an online investment platform.
15 March 2021

Problems with your financial adviser

All licensed financial advice providers must be part of an approved Dispute Resolution Scheme. This means they’re required to send complaints to an agreed third party to sort out if your complaint cannot be resolved directly with you.
15 March 2021

Insurance advice

An insurance adviser works with you to: Understand your needs and goals, work out what you can afford to pay in premiums, find options to suit your situation an more. An insurance adviser is a go-between who deals with insurers to arrange your insurance. They will also help if you need to claim on your insurance.
1 March 2021

Property syndicates

Joining a property syndicate can be an easy way to get into the property market, but there can be significant risk involved. Learn more before you start.
9 February 2021

Choosing an online investing platform

Online investing platforms enable you to trade shares and other financial products online. We give you things to think about when choosing an online investing platform
9 February 2021

Using an investing platform

Online investing platforms enable you to trade shares and other financial products online. We give you tips on using an investing platform like setting your intentions, diversifying, and other options.
17 December 2020

Exchange-traded funds

Exchange Traded Funds (ETFs) can be a simple and affordable way of investing in the sharemarket. ETFs enable you to invest in a diverse range of investments, through either a one-off lump sum or a regular savings plan. Learn more about ETFs, understand the risks and returns before you invest.
5 October 2020

Mary Holm’s introductory guide to investing

Hits and Myths is an introductory guide to investing written by Mary Holm for the FMA. In this booklet she sets the record straight on eight common myths about investing. It’s a quick guide for anyone who’s thinking about or already dabbling in investing – and wants to know more.
25 September 2020

Hits and Myths Mary Holm Guidebook

Hits and myths is an introductory guide to investing by Mary Holm. It’s a quick guide for anyone who’s thinking about or already dabbling in investing – and wants to know more.
11 May 2020

Tongan DLE brochure

This Scams information sheet has been designed for Tongan-speaking audiences to quickly identify if they've been scammed and who to contact.
4 March 2020

Cash investments

Cash investments include savings accounts and term deposits with a bank, credit union or building society. You can also invest cash through a managed fund (this includes KiwiSaver) which pools together money from individuals for investments, managed by a fund manager. Cash investments are relatively safe because you’re promised a fixed interest rate. But the returns you get through interest rates tend to be low, so they’re not always the best option – particularly if you’re saving for retirement. Find out more about the risks, returns and costs associated with investing in cash here.
4 March 2020

Derivatives

Derivatives are complex financial instruments, and trading them is not a suitable ‘investment’ for most consumers. They are designed to track the value of something without the need to actually buy or sell that underlying thing and are used by professionals to manage risk or to speculate. Learn more about the risks and returns of investing in derivatives here.
4 March 2020

Foreign exchange trading

Forex trading is the buying and selling of foreign currencies. People trade in forex either to try to make a quick profit by betting on the changing value of a currency or to provide certainty about the cost of future foreign currency payments (called ‘hedging’).The risk of online foreign exchange trading is high. We regularly receive complaints and enquiries from consumers who have lost money in online forex trading. Find out more about the risks and returns here.