What experience do you need to become an adviser?
One of the most common questions people ask is whether they need financial services experience to become a mortgage adviser (broker) or insurance adviser.
The reality is there are many different entry paths.
Some advisers come from backgrounds in banking, insurance, property or real estate which provide a strong foundation of knowledge and experience.
Others start their careers in administration or support roles within adviser businesses, gaining hands-on industry experience while working towards their Level 5 qualification.
What matters most is having strong communication and relationship-building skills.
Advisers spend much of their time helping clients understand their options, solve problems, and make confident financial decisions. For this reason, people with sales or customer service experience often thrive in the advice profession.
How NZFSG supports new advisers
Starting a new career or building an adviser business can feel overwhelming. That’s why having the right support network is critical.
NZFSG provides advisers with industry-leading training, technology, compliance support, and ongoing business guidance.
Our MyInduction Programme helps new advisers develop the knowledge and confidence needed to succeed in the financial advice industry.
The programme includes:
Personalised one-on-one and small group training
Comprehensive guidance on compliance and regulatory responsibilities for advisers under our FAP or Assurance Programme.
A walk-through on how to leverage our industry leading tech
99% of MyInduction graduates say they feel confident or very confident in their understanding of their duties and obligations as a financial adviser.
I recently attended the NZFSG MyInduction Programme, and it was an excellent experience. The trainers were absolutely amazing - very professional, knowledgeable, and patient. They explained everything clearly and took the time to answer all our questions in detail. The whole programme was well-structured and extremely helpful for understanding the processes and expectations in the industry - Lulu Li, Adviser
Exceptional training .. delivered with expertise, clarity and an engaging approach that made the entire process seamless and enjoyable, The programme fosters a positive learning environment with complex topics explained with ease and patience - ensuring I felt confident in my understanding of key aspects of my role - Ajay Arimboor, Adviser
Even after completing the programme, advisers continue to receive ongoing support from a dedicated Relationship Manager to help them grow and adapt their business.
Build your adviser business your way
At NZFSG, advisers can choose a structure that suits their goals.
You can operate under your own brand or leverage the established Loan Market or Insurance Market brand, with service plans designed to support different adviser business models.
This flexibility allows advisers to build a business that fits their lifestyle, ambitions, and long-term growth plans while being backed by one of New Zealand’s largest financial adviser communities.
Find out more about our service plans
Ready to explore what’s possible?
Becoming an adviser isn’t just about changing jobs - it’s about building a career with purpose, flexibility, and opportunity.
If you’re curious about what the journey could look like for you, NZFSG is here to help guide the way.
Take the first step and discover how you could build a rewarding career helping Kiwis achieve their financial goals.
Case Studies
Hear from people who have made the move to a successful career in mortgage advice with the backing of NZFSG
