8.00am* – 8.30am

Arrival and Registration

Commences 8.30am

11.30am

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Advice for good, New Zealanders’ attitudes towards financial advice

Bronwyn Kirwan, Chief Commercial Officer, Fidelity Life

Fidelity Life’s consumer research shows that most New Zealander’s aren’t seeking financial help, either through regular financial ‘health checks’ or at key life stages, until they’re nearing retirement.
By understanding the ‘why’ behind these attitudes and habits we can focus on helping more New Zealanders better utilise their money today and protect and grow their wealth for tomorrow.

Fireside Chat with the Chair Financial Advice Code Committee

Angus Dale-Jones, Chair, Financial Advice Code Committee

The Code Committee is the independent standard setter for financial advice, informing the Minister for Commerce & Consumer Affairs in relation to the Code of Professional Conduct for Financial Advice Services.

The Code Committee is tasked with reviewing and updating the Code of Professional Conduct, which applies to everyone who gives financial advice including all Financial Advice Providers (FAPs).

What is the knowledge, skills, and behaviours, our industry needs for the future of financial advice in NZ?

Observations from the Frontline

Michelle Forster, Director Principal, Heathcote Investment Partners

The environment in which advice businesses are operating is increasingly more complex, requiring greater resources to retain and attract clients. All at a time when more Kiwis desperately need expert guidance with their financial decision-making.

A road map for future business growth depends on how well the industry positively responds to the changing demands of consumers.

Adviser Excellence. Winner of the Financial Literacy Advocacy Award

William Tieu, Mortgage Adviser, Your Financial Engineer

William was a civil engineer before becoming a financial advisor. He built a significant online following across social media during the global pandemic, and his followers now exceed 100k, all looking to gain information on mortgage lending for William. 

How has William successful integrated content management and digital marketing into his practice, and been able to maintain it over multiple years? This session is designed to spark ideas and offers peer-to-peer learning on how to connect to new generations using the marketing tools of today.

Adviser Excellence. Winner of the Community Impact Award

Tim Fairbrother CFP, Financial Adviser, Rival Wealth

16 years ago, Tim and his wife Carissa opened the doors on their new boutique financial planning practice – RIVAL Wealth. A name that challenges Kiwi’s to work smarter on their finances. Today they are a multi-disciplinary business across Life and General insurance, KiwiSaver, DIMS investments, employee benefits and accounting. What hasn’t changed is their commitment to the local community and a mindset for growth.

Advocacy in Action

 Nick Hakes, Chief Executive Officer, Financial Advice New Zealand and Cecilia Farrow, Head of Professional Development

We share the outcomes of our member value research which informs the strategic priorities of Financial Advice NZ, including our latest thinking on a financial advice competency framework for Financial Advice Providers (FAPs) to meet their regulatory obligations.

Financial advice is an industry in transition, the delivery of advice is being transformed and the professional pathway of the next generation of advisers will look different to how it did in the past. Reframing the role of the modern adviser through the lens of the consumer will help build consumer confidence and grow the demand for quality financial and lending advice.