This webinar will explore why diversification matters, how broader advice conversations can deepen client relationships, and how wealth management can complement the advice you already provide.
You will gain a practical introduction to KiwiSaver fundamentals and the opportunities that may exist within your existing client base. Drawing on lessons from Brendan Stafford of Staffords Wealth Management, the session will also share real-world insights into how wealth management can be incorporated into an advice business in a way that supports clients, strengthens your proposition and creates more sustainable revenue over time.
By the end of this webinar, you will:
- Understand why advisers are exploring new revenue streams to strengthen business resilience.
- Recognise how wealth management can enhance your client proposition and support longer-term client relationships.
- Understand the fundamentals of KiwiSaver and where advice opportunities may exist for your clients.
- Explore how wealth management can complement lending, insurance or other advice services within your business.
- Apply practical lessons from Brendan Stafford’s experience in incorporating wealth management into an advice business.
Dave Copson - Head of Business Development
Dave Copson is Head of Business Development at Booster, bringing more than 35 years of experience across financial advice, investment, and business development.
Throughout his career, Dave has worked as a financial adviser, business adviser, and leader, partnering closely with advisers to help them strengthen client relationships and grow sustainable businesses. For the past decade, he has led Booster's Business Development team, supporting advisers with investment solutions and practical strategies that improve client engagement and long-term outcomes.
Dave is passionate about helping advisers understand what matters most to their clients, believing that meaningful conversations and trusted relationships are the foundation of exceptional advice and lasting client confidence.
Brendan Stafford - Founder and Financial Advisor, Staffords Wealth Management Ltd
Brendan Stafford is the founder of Staffords Wealth Management, a Christchurch-based independent financial planning firm. With expertise across agribusiness, banking, and portfolio management, he creates tailored investment and KiwiSaver solutions designed to be diversified, tax-efficient, and cost-effective.
As an independent financial planner, Brendan is completely client-focused, ensuring his advice is guided by each client’s needs and interests. His approach is personal and practical, built on four key pillars: diversification, fees, tax efficiency, and liquidity. He offers bespoke financial planning solutions that are individually designed to help clients achieve their long-term goals
CPD: 1 hours
Member: Complimentary | Non-member: $50 (+GST)
A separate Zoom Registration Link will be emailed to registrants