Bring in the Experts – Wednesday 4th August –  KiwiSaver – Contributions are just as important as fees.

KiwiSaver has gained a lot of attention in the media of late.
We invite you to a panel discussion on what our industry experts think are the more important factors we need to be across for ourselves and our clients. What should you consider around KiwiSaver Advice or providing information to your clients on how KiwiSaver works?

It’s simple to work out how to get funds out for a deposit for a home but what about the long term principle of saving for retirement?
Are your clients in a default fund with a conservative risk profile when they have 30 years before they retire?
Did you clients get the government co-contribution this year to help their retirement fund grow?

Our panel will discuss on where we are as New Zealanders in relation to retirement savings, what we need to focus on when it comes to giving advice on KiwiSaver investments and even on our own KiwiSaver funds.

Our expert speakers

David Boyle, Head of Sales & Marketing, Mint Asset Management. David is well known for his passion regarding financial capability with some 39 years in the financial services industry.

Previously David worked for the Commission for Financial Capability (CFFC). Highlights from the role included working on the changes to KiwiSaver as part of the Retirement Income Policy Review, being part of the Government steering group to review the Financial Adviser Act, helping to get financial capability in schools, and getting the good word out any way possible to help New Zealander’s improve their overall financial wellbeing.  Before moving to CFFC, David held General Manager roles with ANZ Wealth in distribution and funds management and was a member of its leadership team.

He is a board member for Stand for Children, an NGO that supports children whose family life puts them at risk, and Play It Strange, a small charity that brings song writing and music alive in schools. He also has his own music radio show on Planet 104.6fm called Friends to the Enz.

At Mint David is responsible for growing the brand and funds under management.

David Copson, Head of Growth, Booster.  Dave is responsible for growing the number of people who benefit from Booster’s services. With over 30 years experience in the financial services industry, Dave understands the help and support customers need. His focus is creating a great experience for our customers and making sure they have WOW moments.

How do I join the webinar series? Zoom Link – simply click on the link to register for the series

Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.

What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.