Financial Advice New Zealand Conference 2024

In a world driven by digital interactions, the art of genuine human connection remains paramount, especially in professional relationships. Join renowned NZ actress, Miranda Harcourt, in this illuminating workshop where you’ll discover the secrets to making meaningful connections with your clients through effective communication.

Gain practical and actionable tips that will transform your ability to connect with clients on a deeper level. From active listening techniques to the power of empathetic communication, you’ll leave this session with the tools to create lasting relationships that will drive business success.

Building trust is the cornerstone of any successful client relationship. But how exactly do you establish and nurture trust with your clients? In this enlightening session, Miranda will dissect the art of trust-building, providing you with practical insights and strategies to fortify your client relationships.

This workshop is not just about theory; it’s about actionable steps you can implement immediately. Learn the importance of transparency, reliability, and effective communication in fostering trust. Discover how to navigate challenges and rebuild trust when it’s been strained. Leave with a toolkit of trust-building techniques that will empower you to create and maintain trust-filled relationships with your clients.

Take a deep dive into the current domestic and global economic environment to help your clients better navigate the financial challenges and opportunities ahead.

Sharon joined the ANZ economics team in 2010 and became Chief Economist in late 2017. She started her career as a macroeconomist at the Reserve Bank of New Zealand in 1998, and has also worked at the central bank of Norway for two years, before moving to the New Zealand banking sector. Sharon holds a Master of Commerce from the University of Canterbury.

Sharon developed the ANZ Truckometer, an economic indicator based on traffic flow data, and writes the weekly ANZ Charts that Matter.

Be part of the conversation as Samantha Barrass and Katrina Shanks discuss the future of financial advice, exploring key issues and the quest for better customer outcomes.

Samantha has extensive international regulatory experience, most recently as Chief Executive of UK’s Business Banking Resolution Service, a dispute resolution scheme for banks and business customers. Prior to that she was Chief Executive of the Gibraltar Financial Services Commission, which oversees the prudential and conduct regulation of Gibraltar’s financial services sector.

She has held a number of other senior roles at finance regulators and industry associations, including the UK’s Financial Conduct Authority and the London Investment Banking Association.

Samantha grew up in Christchurch, and studied Economics at the University of Canterbury and Victoria University of Wellington, before beginning her career as an economist at the Reserve Bank of New Zealand.

With the motor industry undergoing a monumental shift, hear how Toytota has navigated the twists and turns of innovation and sustainability on a transformative journey towards a brighter, greener and more sustainable future. 

Neeraj Lala is the Chief Executive Officer and Managing Director of Toyota New Zealand, Aotearoa’s largest automotive brand. Neeraj is leading Toyota’s transition from a traditional automaker to a mobility company focused on future technologies.

A highly regarded leader with over two decades of experience in the automotive industry, he is a champion of new technologies, sustainable business, and believes in the power of corporate and government collaboration to drive systems change. Neeraj is conscious of the need for a just transition and alongside Toyota’s global vision for Mobility for All, he wants to ensure no Kiwi gets left behind during this unprecedented time of transformation in the transport sector.

While our definitions of success may differ, discover the universal principles and strategies that can significantly enhance your chances of achieving your aspirations, with practical actionable steps to stay on course.

Born and raised in Oamaru, Nigel first attended Otago University, where he completed an MSc in Marine Science. He then moved to Auckland where he trained as a Clinical Psychologist and graduated with a Master of philosophy with 1st class honours in Psychology and a Postgraduate Diploma in Clinical Psychology.

Nigel has worked for the last two decades in a number of agencies including Drug and Alcohol rehabilitation, Sex Offender Treatment Programmes, Family Therapy agencies, Child Youth and Family, Probation Services, and extensively in private practice.

He continues to work as a clinical psychologist in private practice consulting with organizations and agencies from throughout the country, and has lectured on a number of senior courses at the New Zealand Police College.

Author
He has written a novel and seven non-fiction books which are now published in nineteen countries and ten languages.

Media & documentary experience
He presented the critically acclaimed television series œBeyond the Darklands , which was based on his work as a forensic psychologist. œBeyond the Darklands  ran for five seasons in New Zealand. It has screened in Australia, Sweden, Spain and recently in several Latin American countries. He presented the top rating œPolitically Incorrect Guide to¦  Series which has run for three seasons in New Zealand, and in 2012 presented the same series for Channel Nine in Australia. In addition to this Nigel has also presented documentaries on how to help children cope after the Christchurch earthquake, and how parents can help teenage drivers stay safe on the road.

Other projects include a documentary series which screened on TVNZ in 2014 and investigated some of the important issues within our society including alcohol, education, sugar/obesity, poverty and inequality, child abuse, crime and punishment. In 2015, he did a six part popular science primetime series titled, œNigel Latta Blows Stuff Up .

In 2016, Nigel and two of his colleagues who were instrumental in the making of many of these documentary series, started a production company called Ruckus Media. Ruckus’ first production ˜Mind Over Money’ screened on TVNZ in February 2017. ˜Mind Over Money’ examined the decisions we make about money and ran for two seasons. Ruckus also produced a ground-breaking five part live and interactive TV series called ˜What Next’ which explored how New Zealand might respond to the many challenges of the next twenty years. Nigel co-hosted this series with one of New Zealand’s most respected and award winning journalists, John Campbell. More recently Nigel and the team at Ruckus produced ˜The Curious Mind’, a four part documentary series which explores the wonders of the human brain with the help of Baby X, the world’s most advanced virtual human infant.

Awards
In 2012 Nigel was made an Officer of the New Zealand Order of Merit (ONZM) for services to Psychology as part of the Diamond Jubilee Queen’s Birthday Honours List.

Keynote speaker
A sought after speaker, Nigel has presented keynotes at a range of industry and corporate conferences both in New Zealand and overseas. His particular gift is blending real world pragmatism, the latest psychological research, and humour in an engaging and thought provoking manner that has relevance to a wide range of audiences and organisations. His specific interests include the psychology of success, dealing with difficult people, mental toughness, decision making skills, leadership, the process of change in an organisation, the ˜myth’ of happiness and stress management.

Tackle the issues that have been holding you back, reinvigorate your passion for success and equip yourself with the tools to propel your business into the future.

Debra Chantry-Taylor is an EOS Implementer, an Accredited Family Business Advisor and an Entrepreneurial Business and Leadership Coach. With an illustrious career spanning over 25 years in management and leadership,  her journey has been nothing short of extraordinary. While Debra has witnessed the glorious heights of success and achieved remarkable milestones, she also knows what it feels like to navigate the stormy seas of entrepreneurship enduring the sleepless nights plagued by financial concerns and staff worries. Using this life experience, Debra now guides others towards leading their best lives, empowering business owners to align their visions, overcome obstacles and elevate their businesses to new heights.

Having honed her unique British energy, infusing every room she enters with an irresistible spark, get ready to be captivated, empowered and inspired as Debra ignites your journey towards transformation and success.

Go on an immersive journey into the transformative power of AI and ChatGPT. Understand the futurist thinking that is reshaping the financial landscape and drive innovation within your business.

Paul Spain is host of NZ Tech Podcast (an iTunes NZ #1 Podcast), regular TV commentator on technology and business related topics, host of the NZ Business Podcast and founder of Gorilla Technology (IT Services), Gorilla Cybersecurity, Gorilla Voice Media (incl World Podcasts, Podcasts NZ) and a local and international public speaker.

Paul is a strong believer in the futurist mindset – looking out both short and long term. He is a proponent of look at technology from two key perspectives:

1. Tech Leverage – strategically driving up the benefits an organisation can take from utilising technology in innovative way
2. Risk Mitigation – taking action to drive down the risks associated with technology

Learn to thrive in an environment where cybersecurity is a fundamental requirement. Boost your cyber confidence and learn how to set the tech, reboot your humans and provide the proof. 

As the founder of The Cyber Collective, Fraser Jack is on a mission to ensure every client can trust their financial professionals to protect their confidential information safely. He would love you to join him on this mission.  Having run a financial planning practice, working in and around the profession for over 20+ years, including many years working with technology, Fraser understands the reasonable steps professionals must take to protect client data.

Fraser brings practical insights and analogies to help Financial Professionals understand confusing, confronting and unfamiliar cyber security jargon. The Cyber Collective helps financial professionals who are unsure what to do about cyber security, through a cyber transformation framework, including ongoing team training, so they can feel confident about protecting their client’s private details.

Unlock your potential as a persuasive communicator and master the art of influencing using the powerful 7 C’s framework; Chemistry, Credibility, Curiosity, Compelling case, Clarity, Conviction, and Closure.

Kerry established Influence Consulting and runs the company as managing director. He has also developed relationships with major clients across the Asia Pacific region for many years.

His clients consider him to be a trusted and strategic advisor who is able to make meaningful contributions to their organisational goals. His experience, creativity and business acumen means he is able to tailor solutions that best suit his clients’ needs. Kerry holds degrees in law and commerce and practiced as a corporate lawyer for many years prior to establishing Influence Consulting.

Rawdon is an award-winning broadcaster with a TV journalism career that spans 20 years.

His career started with the BBC but he’s best known for presenting Television New Zealand’s Breakfast Show, where he interviewed hundreds of guests, from senior politicians and business leaders to Oscar winners and Olympic champions.

Rawdon has also presented political show agenda and the NZ version of Dragon’s Den, but his career highlight was anchoring the TVNZ’s coverage of both Christchurch earthquakes.