Planning Stage Complete

Friday 07 April 17

Financial Advice New Zealand is ‘shaping-up’ fast. On Thursday last week, the Working Group met to consider the draft Plan and recommendations on how the new body will achieve the key outcomes identified during the Consultation Stage.

The Planning Stage of the 100 Working Day Development Process drew to a close on the 4th of April. The Working Group has now moved into the fourth and final stage – Operations, which will be complete by the 5th of May 2017.

Members and other interested parties have been very clear that they want to see the new body up and running, and working towards achieving the priority outcomes identified during the Consultation Stage. We’ve listened to that sentiment and we’re focused on sharing the big plan and the finer details as soon as possible so that we can get on with bringing Financial Advice New Zealand to life.

The Working Group will be ready to outline the plan, first with IFA, PAA and NZFAA members and then with the industry, in late May and early June.

It has been a necessarily comprehensive Development Process, and we thank everyone who has participated to date. Your input has been greatly appreciated and has played a crucial role in getting us to this point. We look forward to sharing the outcome of what has been a highly collaborative process. As always, if you have any queries or suggestions, you are welcome to contact Rod Severn and Fred Dodds at