On 23 July, Financial Advice New Zealand begins its Connect Tour 2024 in Dunedin before touring to Christchurch, Palmerston North, Wellington, Cambridge and Auckland. Members and the broader financial advice community come together to help shape the future of financial advice.  During the event:

  • Hear directly from Angus Dale-Jones, Chair of the Financial Advice Code Committee. This is a unique opportunity to play an active role in the consultation on professional standards for financial advisers.
  • Bronwyn Kirwan, Chief Commercial Officer at Fidelity Life, delves into the latest consumer research to understand attitudes towards financial advice. These insights enable you to build compelling consumer-led value propositions.
  • Michelle Forster, Director Principal at Heathcote Investment Partners shares observations from the frontline to assist with your road map for future business growth.
  • Award-winning financial adviser, Tim Fairbrother will reveal how RIVAL Wealth Ltd built a multi-disciplinary advice practice through a commitment to the local community.
  • Nick Hakes, Chief Executive Officer and Cecila Farrow, Head of Professional Development from Financial Advice New Zealand, present new thinking on a financial advice competency framework and professional pathways for the modern adviser.

Listen to Nick Hakes in this video as he provides an overview of the Connect Tour, including the active participation in the Code Committee’s consultation process, which establishes professional standards for financial advisers, plus gain insights from the most recent research and practical examples to foster effective consumer-driven client value propositions.

You can find out more about the Connect Tour here