TIAA exists primarily to facilitate the quality and value of research available to member firms providing a professional consultation network for the benefit of members and their clients. At present our Member Offices manage in excess of $400 million of clients’ investment funds.

It is flat in structure wherein:-

• Member firms retain their business and professional independence;
• Each member firm has one vote;
• Each firm contributes equally to agreed costs; and,
• The principal of all member firms must be a FA and a CFP^CM certificant.

The CFP^CM certification is the only globally recognised symbol of excellence for financial planning. The Financial Planning Standards Board Ltd (FPSB) and its network of member organisations administer the CFP^CM certification program globally in 27 countries and territories, with the number of CFP^CM Professionals at over 180,000 globally. Currently there are around 280 CFP^CM professionals in New Zealand and locally, the CFP^CM mark is administered by Financial Advice New Zealand. For more information on CFP^CM, please visit:

Members agree to be bound as follows:

• To act in the interests of clients at all times;
• Any financial advisers working for a member will:
  • belong to and comply with all rules of Financial Advice New Zealand,
  • hold or be progressing towards FA and CFP^CM certification;
• To be available to each other without charge for professional consultation;
• To respect others professional integrity and independence;
• To promptly pay any levy, subscription or other mutually agreed cost;
• Not to bring the profession or the group into disrepute; and,
• Not to claim (either directly or indirectly) to represent other members or the group as a whole unless authorised to do so.