FAQ

Goodlife Financial Advice offers financial advice (including financial planning). This may include mortgages, savings and cheque accounts, and loans. Services your bank, building society or credit union would offer. Insurance including life, health, home/contents, and vehicle. Money management and/or advice. Investment management and/or advice. Use these FAQ’s to help you answer common questions.

Defining A Financial Service: under Section 5 of the Financial Service Providers (Registration and Dispute Resolution) Act 2008

What should I expect from a financial adviser in New Zealand?

Following the recent global financial crisis more rules are being drafted to monitor the activities and advice of financial advisers. Goodlife Financial Advisers aim to provide comprehensive and balanced advice to help you reach your financial goals.

How are financial advisers paid?

Goodlife Financial Advisers represent the products and services of several different companies ensuring that your needs are paramount, meaning you get the best bundle of products for your circumstance and budget. We are paid in a number of different ways depending on the type of advice and the level of support that you require from us. We are transparent about our costs and welcome your questions about payment during your very first consultation.

http://www.guide2.co.nz/money/guides/investing/paying-your-investment-adviser/7/561

How do I recognise a bad financial adviser?

Unfortunately there are self-serving practitioners in the financial sector. The Goodlife mission is to set the benchmark for responsible financial service provision in New Zealand. As such our advisers are qualified and registered to practice in this field.

How do I find a competent financial adviser?

Make sure your adviser is qualified by ETITO (a multi-industry training organisation) and that they are a Registered Financial Adviser (RFA). To offer advice on financial products, in most cases your adviser must be an Authorised Financial Adviser (AFA). The best advice we can offer is for you to make sure your adviser is an AFA.

All Goodlife Financial Advisers are AFA (qualified and registered). We have over 500 clients on our books and have been trading since 1998.

http://afacompetence.org.nz/etito-and-the-financial-services-industry-/
http://www.business.govt.nz/fsp/about-the-fspr/searching-the-fspr/