Embargoed until 7:00 am SAST / 5:00 pm NZST, 28 July 2026

The Financial Planning Institute of Southern Africa (FPI) and Financial Advice New Zealand (FANZ) have formed a new international partnership designed to strengthen professional standards, share expertise and create new opportunities for financial planning professionals across Southern Africa and New Zealand. The partnership was formalised through a Memorandum of Understanding (MOU) signed at Financial Advice New Zealand’s inaugural Advice Policy Summit in Auckland today. The MOU establishes a five-year framework for FPI and FANZ to collaborate on professional development, thought leadership, policy issues, international best practice and the continued advancement of the global financial planning profession.

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