Financial Advice New Zealand Conference 2024

5 – 6 March – Tākina Wellington Convention & Exhibition Centre

Financial Advice NZ Conference 2024

5 & 6 March – Wellington
Tākina Convention & Exhibition Centre

Breakfast Meeting – Risk
Certified Life Underwriter – The future of the Life Insurance Pinnacle Mark 

A pinnacle mark represents a significant achievement, milestone, or point of excellence.

We believe it is time for the Certified Life Underwriter (CLU) to be revisited.

We believe this new pinnacle mark will inspire advisers strive for excellence and push their competency, knowledge and skills to reach that pinnacle.

Having a pinnacle mark can set an adviser apart from their competitors. It can be used as a marketing tool to attract customers who are looking for the best quality or the highest standards.

In addition to this pinnacle marks can build trust and credibility. When consumers see such marks, they are more likely to have confidence in the entity or product associated with them.

The concept of a pinnacle mark underscores the importance of excellence, achievement, and striving for the best in your work life.

Join us for this breakfast session to discuss what you believe should be an appropriate pinnacle mark for insurance advisers.


Date: Wednesday 6th March
Time: 7:00am – 8:15am
Complimentary session

Breakfast Meeting – Lending
Lending Panel

Join us for a breakfast session to interact with key lenders in the sector.

Due to popular demand, we are offering mortgage attendees a lending panel session which will discuss the issues facing lenders today, trends in the sector and give you the opportunity to ask questions directly to the lenders.

This session will allow lenders on the panel to provide you with an industry update and also ask pertinent questions to specific lenders.

Date: Wednesday 6th March
Time: 7:00am – 8:15am
Complimentary session