Mission and Goals

Mission Statement:

"To foster professionalism among financial advisers and to serve the needs and interests of members and the public"

Goals:

• To promote and uphold professional standards.
• To determine and promote effective education.
• For our members to be the public's preferred supplier of financial advice.
• To communicate and celebrate the success of our members and their clients.
• To be the benchmark for effective industry regulation.
• To be a successful and cohesive organisation.
• To support our members to be successful
• To raise the financial literacy of the New Zealand public.