Fifth annual World Financial Planning Day promotes financial wellness for all on October 6


Financial Advice New Zealand Joins Financial Planning Standards Board and IOSCO to Promote the Value of Financial Planning Globally

Financial Advice New Zealand will join the Financial Planning Standards Board (FPSB) to host the fifth World Financial Planning Day (WFPD) this Wednesday, October 6.

The WFPD is part of the International Organization of Securities Commissions (IOSCO) World Investor Week to raise awareness of the value of financial planning, having a financial plan and working with a knowledgeable and ethical financial planner.

Financial Advice NZ is part of the FPSB network, which represents more than 192,000 certified financial planning professionals in 27 countries.

Financial Advice NZ CEO Katrina Shank said her organization believes people who have access to quality financial advisers are better off than those who don’t.

“We also believe that quality financial advice leads to long-term increases in people’s financial health, wealth and well-being, which is why we are right behind World Financial Planning Day.”

“Now more than ever, the public needs to understand their financial situation and options, and how having a financial plan and working with a financial planner that puts clients’ best interests first can help individuals and families live their lives. today and plan for their future, ”said FPSB CEO Noel Maye.

“The FPSB is delighted to work again with its networked organizations and IOSCO to promote the financial well-being of all and to help the public position investment decisions in the context of their overall financial and life goals. .

For the fifth year, the FPSB and its network organizations have partnered with IOSCO to host the WFPD during Global Investor Week, a global campaign designed to raise awareness of the importance of financial literacy and educating investors.

Financial Advice New Zealand is a professional organization for advisers working in all areas of financial advice, including mortgages, insurance, investments and financial planning. We represent the interests of the public and our members, and we strive to help New Zealanders, and the country as a whole, improve financially. To find out more visit financial

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