Appreciate your recommendation "Manks".
FYI, most accountants will not be able to offer financial advice, sounds crazy doesnt it, but the definition of financial advice according to the new act relates to class 1 products. Class 1 products include investments, pensions, kiwi saver.
Accountants can offer advice in regards to tax and business planning in relations to investment products you have established, but by definition of the new financial advisers act they will not be able to offer advice on class 1 products.
In many cases they will not be able to offer advice on class 2 products either (Insurance ect).
This is unless they have completed the additional necessary papers to do so and many of them have. They will quickly advise you if they cannot offer such advice.
Hope this information is helpful, any questions sing out.
Tim