Starting Your Journey as an Adviser? Let’s Build Your Success Together

At IFAA, we back new Advisers with real support, practical tools, and a community that’s behind you every step of the way. Your success is our shared goal.

Independence Without Isolation

Starting out can feel overwhelming, but you are never alone with IFAA. You stay in control of your business while having access to guidance, peer support, and expert tools that help you grow faster and stronger.
  • Stay fully independent while being part of a supportive network.
  • Connect with a community of experienced advisers.
  • Gain confidence with access to peer mentoring and advice.
  • Keep your business vision and client relationships intact.
  • Build your brand your way with the right tools behind you.
Independent financial adviser at work – backed by IFAA
Advisers networking at an IFAA training event

Real-World Support from Day One

We offer practical help, not just theory. From claims support to compliance tools and mentoring, you'll have everything you need to build a successful and sustainable advice business.
  • Step-by-step support for setting up your advising business.
  • Access practical resources like compliance templates and guides.
  • Get expert help with claims processes and client management.
  • Regular workshops and real-world training to build your skills.
  • Ongoing support from people who understand the industry inside out.

Ready to Start Strong?

Find your fit from day one. Take our quiz and discover if IFAA is the support you’ve been looking for.

Member Success Stories

From small wins to big breakthroughs – these are the stories of real Advisers doing the mahi, growing their businesses, and proving what’s possible with the right support around them.

Carey Church

Moneyworks NZ Ltd

"IFAA’s fast, expert claims support helped me resolve a complex client issue when I couldn’t get traction on my own."

David Jochem

Insure

“IFAA provides the practical support, strong leadership, and collaborative community I need to thrive as an independent adviser.”

Grant Maddison

Maddison Financial Services

“Being part of IFAA has strengthened my independence, connected me with experienced peers, and elevated the way I serve my clients.”

Carey Church

Moneyworks NZ Ltd

"IFAA’s fast, expert claims support helped me resolve a complex client issue when I couldn’t get traction on my own."

David Jochem

Insure

“IFAA provides the practical support, strong leadership, and collaborative community I need to thrive as an independent Adviser.”

Grant Maddison

Maddison Financial Services

“Being part of IFAA has strengthened my independence, connected me with experienced peers, and elevated the way I serve my clients.”

Mel Watson

Fortify Insurance Services

"Since joining IFAA in 2017, I’ve gained incredible support, trusted industry insights and a network of genuinely helpful people always willing to share their knowledge."

Carey Church

Moneyworks NZ Ltd

"IFAA’s fast, expert claims support helped me resolve a complex client issue when I couldn’t get traction on my own."

David Jochem

Insure

“IFAA provides the practical support, strong leadership, and collaborative community I need to thrive as an independent adviser.”

Grant Maddison

Maddison Financial Services

“Being part of IFAA has strengthened my independence, connected me with experienced peers, and elevated the way I serve my clients.”

Mel Watson

Fortify Insurance Services

"Since joining IFAA in 2017, I’ve gained incredible support, trusted industry insights and a network of genuinely helpful people always willing to share their knowledge."

Partner Success Stories

Hear from our partners behind the scenes – the ones helping IFAA Advisers grow stronger, smarter businesses every day.

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Bronwyn Kirwan

Chief Commercial Officer
Fidelity Life

"Fidelity Life is proud to support IFAA’s Adviser-led model, built on collaboration, independence and better outcomes for Kiwi Advisers and their clients."

Steven Burgess

Director,
Compliance Refinery

Compliance Refinery is proud to support IFAA’s evolution, from Plus 4 to a united group of passionate, business-savvy Advisers, thriving through change with camaraderie and purpose.

Bronwyn Kirwan

Chief Commercial Officer
Fidelity Life

"Fidelity Life is proud to support IFAA’s Adviser-led model, built on collaboration, independence and better outcomes for Kiwi Advisers and their clients."

Chris Hand

General Manager Distribution
Chubb Life

Chubb Life is proud to partner with IFAA, an adviser-led co-operative built on collaboration, shared values, and a genuine commitment to doing what is right for customers. Their passionate leadership, clear vision, and strong sense of community make IFAA a trusted partner as they support advisers to grow their businesses and protect more New Zealanders.

Steven Burgess

Director,
Compliance Refinery

Compliance Refinery is proud to support IFAA’s evolution, from Plus 4 to a united group of passionate, business-savvy Advisers, thriving through change with camaraderie and purpose.

Bronwyn Kirwan

Chief Commercial Officer
Fidelity Life

"Fidelity Life is proud to support IFAA’s Adviser-led model, built on collaboration, independence and better outcomes for Kiwi Advisers and their clients."

Steven Burgess

Director,
Compliance Refinery

Compliance Refinery is proud to support IFAA’s evolution, from Plus 4 to a united group of passionate, business-savvy Advisers, thriving through change with camaraderie and purpose.

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Every adviser's journey is different. Where are you headed?

Join a community that backs you from day one. Take our quiz today and see if IFAA is the right fit for your journey.

Frequenty Asked Questions

IFAA is 100% member-owned and adviser-driven. There are no outside shareholders or corporate agendas just genuine support and a strong community.

Not at all. You retain full ownership and control of your business. We simply provide tools, support and opportunities to help you grow on your own terms.

Take our quick online quiz. It is designed to help you see if our values, support and community match what you are looking for in your advising journey.

Yes, the IFAA has a group Marketing Manager who is available to offer advice and support for members marketing queries.

Yes, more details to follow...

We provide access to templates, tools, peer mentoring, compliance support, and practical advice to help you build a strong foundation for your business.

Absolutely. You stay in control of your business decisions. We simply provide the tools, guidance and backing to help you succeed independently.

There are membership fees, but they come with a real return on investment through the support, resources, and opportunities you gain as part of the IFAA network.

We offer regular workshops, webinars, mentoring and access to a wide range of practical training to help you sharpen your skills and grow your business.

Yes. You maintain full ownership of your client relationships and business structure when you join.

You’ll have access to advanced compliance resources, claims advocacy, marketing tools, professional development workshops and a network of experienced peers.