SIFA is a non-profit society dedicated to the professional interests of New Zealand's unbiased financial advisers. We’re here to help you provide financial and investment planning advice, so you can support your clients to achieve the results they seek.
SIFA was formed in May 1994 to provide a support network for practitioners working in smaller, independently owned and operated financial planning and advice practices. As times have changed, SIFA has evolved to embrace advisers from many different types of practices, both large and small.
What hasn’t changed is that we remain committed to the spirit of the independent-minded adviser: those who work first and foremost for the benefit of clients.
HOW WE SUPPORT OUR MEMBERS
Enabling Profitable Practices
For many years, SIFA has been a leader in advocacy efforts on behalf of all New Zealand financial advisers. We continue to monitor developments in this area, advocating for sensible regulation that will enable advisers to run profitable practices, whilst delivering quality advice at a reasonable cost.
Knowledge and Networking
SIFA's main activities are centred around adviser development and networking, including a range of conferences and virtual events. Organised entirely by our members, we aim to keep conference costs low to enhance the already compelling value proposition of a SIFA membership.
by Members, for Members
SIFA is structured as a non-profit society governed by our members, for our members. Each year, SIFA elects a Chair, Secretary and Treasurer from our member base, while other members join the elected officers around the SIFA Committee table, holding regular meetings on conference programmes, advocacy and membership needs.
COPTHORNE HOTEL AND RESORT · QUEENSTOWN LAKEFRONT
‘Advisory Speak ’ SIFA 2022 Conference
Wed 24th - Fri 26th
An opportunity to be inspired by our keynote speakers and talk to other like-minded business owners and professionals immersed in their practices - to share ideas, discuss common issues and gain mutual support in a non-judgemental environment.
Deputy Governor, RBNZ
Dr M Claire Dale
PhD Research Fellow, Retirement Policy and Research Centre,
University of Auckland Business School
Vice President of Communications at Dimensional