"To be the trusted and vital professional body for financial advice in New Zealand."

"To help our members achieve their potential as professional financial advisers for the benefit of the New Zealand public."

LEADERSHIP
Being recognised by all stakeholder groups as the leading source of financial planning expertise and best practice, and hence leading the evolution of financial advisers towards excellence

CONSUMER
Being recognised by Consumers as the trusted mark of professionalism when looking for a financial adviser

CAREER
Being recognised by aspiring and experienced advisers as the organisation to belong to during all stages of an advisory career

PROFESSION
Being recognised by members and stakeholders as the professional body that promotes adherance to high ethical standards, the development of high skill levels and knowledge, and the exercise of these in the interests of clients and the community

PRACTICE
Equipping members with best practice tools to aid them in their performance and achievement of improved advisory standards