Financial Advisor Invoice Generator for New Zealand
Create professional financial advisor invoices for clients in New Zealand. This free invoice generator combines financial advisor-specific billing practices with New Zealand's tax requirements (15% GST) and preferred payment methods like Bank Transfer and POLi.
Free, no registration required. Your data stays in your browser.
New Zealand Tax Information
GST is 15% flat. Registration mandatory above NZD 60,000 turnover. IRD number required.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in New Zealand
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in New Zealand
Financial Advisor Invoice Tips
- Include advisor registration
- Reference advisory agreement
- Note AUM if applicable
- Document planning deliverables
- Meet compliance requirements
Frequently Asked Questions
What tax rate applies to financial advisor invoices in New Zealand?
New Zealand has 15% GST. GST is 15% flat. Registration mandatory above NZD 60,000 turnover. IRD number required.
What payment methods are common for financial advisors in New Zealand?
Common payment methods in New Zealand include: Bank Transfer, POLi, Credit Card, PayPal. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in New Zealand?
Your invoice should include: GST number, IRD number, Business address, Client details. For financial advisor services specifically, also include: Financial planning, Investment advisory, Retirement planning.
How should financial advisors structure fees?
AUM percentage (0.5-1.5%), flat retainer, hourly, or project-based. Disclose fee structure clearly.
What compliance info should be on invoices?
Advisor registration (CFP, RIA), firm info, and fee disclosure language as required.
What is NZ's GST rate?
15% flat on most goods and services. Financial services are exempt.