This segment was broadcast on 3 May 2018. Some information may be out of date.

How to find a financial adviser who has your interests at heart

  • Why use an adviser?
  • How to make a short list of possible advisers
  • Questions to ask them — initially by email
  • Meet the candidates for the job of advising you

No paywalls or ads — just generous people like you. All Kiwis deserve accurate, unbiased financial guidance. So let’s keep it free. Can you help? Every bit makes a difference.

Mary Holm is a freelance journalist, a director of Financial Services Complaints Ltd (FSCL), a seminar presenter and a bestselling author on personal finance. From 2011 to 2019 she was a founding director of the Financial Markets Authority. Her opinions are personal, and do not reflect the position of any organisation in which she holds office. Mary’s advice is of a general nature, and she is not responsible for any loss that any reader may suffer from following it.