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

Believe in possibilities, navigate unexpected challenges and explore opportunities to THRIVE in the ever-evolving financial landscape

Our 2024 ‘Thrive’ conference is not just another industry event; it’s a gathering of forward-thinking professionals ready to collaborate, innovate and grow a thriving advice sector for the financial well-being of all New Zealanders.

Our inspiring and energizing line-up of New Zealand and international speakers will provide valuable insights and strategies to help you build a thriving advice business now and into the future.

Equip yourself with the knowledge and practical skills to innovate and deliver exceptional customer service in our ‘Tools for your Business’ and ‘Tools for You’ workshops.

Register now for this transformative event that will bring together mortgage advisers, insurance advisers, investments advisers, and financial planners from across New Zealand for an unforgettable experience.

Growing a thriving advice sector for the financial wellbeing of all New Zealanders

Registrations are open!

Secure your place at the financial advice conference of the year, featuring an impressive lineup of renowned keynote speakers and tailored workshops to ensure you and your business thrive. 

Gala Dinner & Awards Night

Join us for an evening of drinks and celebrating our peers

Tuesday 5th March |
7pm – 11pm
Doors open 6:30pm for drinks and canapes

Masterclass & Dinner

Advanced learning: The psychology of financial planning 

Monday 4th March
2:00pm – 5:00pm
Dinner – 6pm onwards

Inspiring Keynote Speakers

Expand your horizons and believe in the possibilities as our keynote speakers take you on a journey into the future. Identify the trends that will shape our tomorrow and emerge stronger than ever with proven and practical strategies to thrive in an age of uncertainty.

Inspiring Keynote Speakers

Expand your horizons and believe in the possibilities as our keynote speakers take you on a journey into the future. Identify the trends that will shape our tomorrow and emerge stronger than ever with proven and practical strategies to thrive in an age of uncertainty.

Michael McQueen

How to thrive in an age of uncertainty

Fast-paced and forward-thinking, discover the key trends shaping our tomorrow and learn how to remain relevant with proven and practical strategies for staying one step ahead. Read more >

Mark McCrindle

Generational Change

While generational change doesn’t happen overnight, the change can be dramatic and significantly impact how we live, learn and work. Gain a deeper understanding of generational differences and be a more engaging leader. Read more >

Steve Vamos

Change is a human thing…more than a technology thing!

Change is constant and accelerating around us as technology amplifies the potential of people, expectations of our stakeholders increase, and the world continues to evolve post the pandemic. 

Read more >

Miranda Harcourt

The transformational power of communication

Effective communication is the catalyst for change. View the world from a different perspective and reshape the way you engage with others to drive meaningful progress.  Read more >

Gilbert Enoka

Performing Under Pressure – Managing the Moments

Gilbert Shares insight into the psychology behind individual and team success in world-level sport and how this can be applied to any walk of life.

 

Transformative Lightning Speakers

Navigate challenges and explore opportunities with our dynamic lightning speakers. These remarkable individuals have harnessed the power of transformation to thrive in the face of the unexpected by successfully pivoting their businesses to adapt to changing times.

Transformative Lightning Speakers

Navigate challenges and explore opportunities with our dynamic lightning speakers. These remarkable individuals have harnessed the power of transformation to thrive in the face of the unexpected by successfully pivoting their businesses to adapt to changing times.

Neeraj Lala

CEO Toyota NZ

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

James Fuller

Co-Founder, Hnry

Recognizing the need to simplify accounting for businesses and cater to the unique needs of individual sole traders, hear how a tech-savvy application developer embarked on a journey to revolutionise the industry. Read more >

Samantha Barrass

CEO, FMA

In this engaging discussion, we talk with Samantha Barrass, exploring the key issues that are shaping the future of financial advice and the expectations for good customer outcomes. Read more >

Sharon Zollner

Navigating our economic future

Gain a deeper understanding of our current domestic and global economic environment to help your clients better navigate the financial challenges and opportunities ahead. Read more >

‘Tools for You’ Workshops

Take actionable steps to unlock your true potential with these practical tools and insights from our esteemed presenters, and empower yourself to thrive in both your personal and professional life. 

‘Tools for You’ Workshops

Take actionable steps to unlock your true potential with these practical tools and insights from our esteemed presenters, and empower yourself to thrive in both your personal and professional life. 

Nigel Latta

Psychology of Success

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. Read more >

Jase Te Patu

Self-care begins with us

Let’s change the paradigm that taking care of ourselves is selfish. When we are good, then life is good. Demystify the ‘self-care’ concept and unlock the key to thriving by nurturing your overall wellness. Read more >

Miranda Harcourt

Making connections & building trust

In a world driven by digital interaction, learn how to bridge the gap between you and your clients, discover the art of trust-building and watch your client relationships flourish. Read more >

Debra Chantry-Taylor

10 disciplines for managing & maximising your energy as an entrepreneur

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. Read more >

Jane Patterson

Beyond Greatness – FIFA Women’s World Cup 2023 – the challenges, successes and learnings

The challenges and hurdles overcome to bring the FIFA Women’s World Cup to this side of the world.

‘Tools for your Business’ Workshops

Equip yourself with the knowledge and practical skills to drive innovation, optimise business growth and ensure compliance in the ever-evolving financial landscape.

‘Tools for your Business’ Workshops

Equip yourself with the knowledge and practical skills to drive innovation, optimise business growth and ensure compliance in the ever-evolving financial landscape.

Paul Spain

Better, Smarter, faster: switching on AI to improve you financial advisory business

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. Read more >

Kerry Kirton

The role of emotion and chemistry in client decisions and the role of trust, empath, and conviction in client decisions

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. Read more >

Fraser Jack

Finding your cyber confidence to thrive

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.  Read more >

Steve Prendeville

how to scale your business and get your business ready for sale.

more information coming soon Read more >

Michael Hewes, Director Deposit Taking, Insurance and Advice, FMA

Financial Advisers Exposure when providing advice

Michael oversees all licensed deposit takers, insurers and advisers nationwide. Michael was integral in leading the FMA implementation of FSLAA, he was co-lead on the Life Insurer Conduct and Culture Thematic in 2019 and has authored other thematic studies including the Fire and General study and CCRI study in 2021. 

Crystal Burbery, Principal Adviser, FMA 

Financial Advisers Exposure when providing advice

Crystal is a Principal Adviser in the Financial Advice team and has a background in advice and regulatory compliance. Her role includes planning and oversight of FAP monitoring reviews and providing subject matter expertise.

Agenda

Tuesday 5 March - View Schedule

0900 – Opening keynote: Hon. Andrew Bayly, Minister of Commerce and Consumer Affairs
This session will provide an update on the government’s thinking and vision for the country’s future.


0930 – Keynote: Michael McQueen – How to thrive in an age of uncertainty
Former Australia’s Keynote Speaker of the Year, Michael McQueen is a trend forecaster and best-selling author of nine books. In this fast-paced and compelling presentation, get a clear action plan for navigating disruption and emerging stronger than before.


1030 – Morning Tea 


1115 – Keynote: Mark McCrindle – Generational Change
An award-winning social researcher, Australian Mark McCrindle is an internationally recognised thought leader in tracking emerging trends influencing society. Be a more effective leader with a deeper understanding of generational differences. 


1210 – Economic update – Sharon Zollner, Chief Economist, ANZ
Take a deep dive into the current domestic and global economic environment to help your clients better navigate the financial challenges and opportunities ahead.


1225 – Financial Advice NZ Board Update – Heather Roy, Chairperson
Gain insights into the strategic direction of the organisation over the next three years and what the future looks like. 


1250 – Lunch 


1355 – Keynote Business Speaker – Steve Vamos, Change is a human thing…more than a technology thing 
Leadership that drives creativity and innovation in their organisation. 


1455 – Lightning session – Samantha Barrass, CEO, FMA
Be part of the conversation as Samantha Barrass and Katrina Shanks discuss the future of financial advice and the quest for better customer outcomes.


1520 – Afternoon tea 


1550 – Lightning session – James Fuller, Co-founder Hnry
James Fuller shares his inspirational journey from a tech-savvy application developer to a market disruptor and the key to thriving as a self-employed professional in today’s dynamic financial landscape.


1635 – Lightning session – Neeraj Lala, CEO, Toyota NZ
With the motor industry undergoing a monumental shift, visionary leader Neeraj Lala explains how Toyota NZ has undergone a remarkable metamorphosis, navigating the twists and turns of innovation and sustainability.


1700 – Conference Close


1830 – Gala Dinner


Agenda is subject to change

Wednesday 6 March - View Schedule

0700 – Breakfast Meeting: Certified Life Underwriter – A framework for CLU going forward
A pinnacle mark represents a significant achievement, milestone, or point of excellence. The CLU needs new life given to it- this breakfast session will be facilitated by Cecilia Farrow where she will discuss potential frameworks and seek your perspectives on what is required for the future.  

0700 – Breakfast Meeting: Lending Panel
A lending panel discussion that will discuss the issues facing lenders today, trends in the sector, and the opportunity to ask questions directly to lenders.


0900 – Welcome: MC Rawdon Christie


0905 – Keynote: Miranda Harcourt – The transformational power of communication
Discover a fresh perspective into effective communication with renowned NZ actress Miranda Harcourt as she explores the essence of active listening and nuances of non-verbal communication, giving you valuable tools to enhance your interactions with clients and colleagues alike. 


1005 – Morning Tea


1050 – Tools for your Business Session 1
Presenter: Kerry Kirton
Topic: The role of emotion and chemistry in client decisions

1050 – Tools for your Business Session 2
Presenter: Paul Spain
Topic: Better, Smarter, Faster: Switching on AI to improve your financial advisory business 

1050 – Tools for your Business Session 3
Presenter: FMA
Topic: Where are financial advisers exposed when providing advice in the new regime?


1145 – Tools for your Business Session 1
Presenter: Kerry Kirton
Topic: The role of trust, empathy, and conviction in client decisions

1145 – Tools for your Business Session 2
Presenter: Fraser Jack
Topic: Finding your cyber confidence to THRIVE

1145 – Tools for your Business Session 3
Presenter: Steve Prendeville
Topic: How to scale your business


1230 – Lunch


1330 – Tools for you Session 1
Presenter: Jase Te Patu
Topic: Self-care begins with us

1330 – Tools for you Session 2
Presenter: Miranda Harcourt
Topic: Making connections

1330 – Tools for you Session 3
Presenter: Debra Chantry-Taylor
Topic: 10 disciplines for managing and maximising your energy as an entrepreneur


1425 – Tools for you Session 1
Presenter: Nigel Latta
Topic: Psychology of Success

1425 – Tools for you Session 2
Presenter: Miranda Harcourt
Topic: Building trust relationships

1425 – Tools for you Session 3
Presenter: Jane Patterson
Topic: Beyond Greatness – FIFA Women’s World Cup 2023 – the challenges, successes and learnings


1510 – Afternoon tea


1525 – Keynote – Gilbert Enoka
Topic: Performing Under Pressure – Managing the Moments
This keynote speaker will close the conference and you will walk away feeling inspired by what others can achieve. 


1630 – Conference Close


Agenda subject to change

Pricing

Your registration includes access to all keynotes, stream sessions, the Thrive Exhibition Hall as well as morning/afternoon tea and lunch.

*Please note, the registration price does not include Gala Dinner or Masterclass workshop and dinner. Tickets for these events are available at an additional cost and can be booked during the registration process.

Pricing

Your registration includes access to all keynotes, stream sessions, the Thrive Exhibition Hall as well as morning/afternoon tea and lunch.

*Please note, the registration price does not include Gala Dinner or Masterclass workshop and dinner. Tickets for these events are available at an additional cost and can be booked during the registration process.

Gala Dinner: $145 
Masterclass: $300 
Table Bookings POA
One day POA

All prices are GST exclusive as per T&C below.

Venue & Contact Details

Takina Convention and Exhibition Centre
50 Cable Street, Te Aro, Wellington 6011

For any enquiries contact
nicky@tomdickandharry.co.nz 

+64 21 477 763

Venue & Contact Details

Takina Convention and Exhibition Centre
50 Cable Street, Te Aro, Wellington 6011
New Zealand

For any enquiries contact
nicky@tomdickandharry.co.nz 

+64 21 477 763

Book Accommodation

We have exclusive pricing/discounts with various hotels in Wellington at competitive prices.

Book Accommodation

We have exclusive pricing/discounts with various hotels in Wellington at competitive prices.

Thank you to our sponsors

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