Cambridge – Financial Advice NZ Connect Tour 2024
August 7 @ 8:00 am - 11:30 am NZST
As we look to the future, our industry is in transition. What made advice businesses successful today will not be the same as what makes them successful tomorrow.
Consumer expectations are changing and the regulatory and competitive environment in which financial and mortgage advisers operate is becoming increasingly complex.
As an industry, how well, and quickly, we respond to these changes will determine the ongoing relevance of financial advice.
There has never been a better environment for fresh thinking and new ideas, adviser-led originality, and curiosity to re-imagine the future for financial advice in New Zealand.
Why you should attend the 2024 Connect Tour
- Cut through the noise – get clarity of purpose for yourself and your business
- Explore new ideas to implement with your clients today
- Be future focused on the latest trends impacting our advice community.
Date/Time: 7 August 2024, 8.00am – 11.30am
Venue: Karāpiro Room, Sir Don Rowlands Event Centre, Mighty River Domain, Lake Karāpiro, 601 Maungatautari Road, RD2 Cambridge
Tickets: Members $60 + gst. Non-members $160 + gst
Agenda
8.00am – 8.30am
Arrival and Registration
Commences 8.30am
Setting the scene for the future of advice
Regional Chair
Advice for good, New Zealanders’ attitudes towards financial advice
Bronwyn Kirwan,
Chief Commercial Officer, Fidelity Life
Fireside Chat
Angus Dale-Jones,
Chair, Financial Advice Code Committee
Morning tea
Observation from the Frontline
Michelle Forster, Director
Heathcote Investment Partner
Adviser Excellence. Award-winning adviser’s insights into their success
William Tieu, Your Financial Engineer
Financial Advice New Zealand Advocacy in Action
Nick Hakes, Chief Executive Officer and Cecilia Farrow, Head of Professional Development
11.30am
Close
Terms and Conditions
Cancellations received 10 days prior to the event will receive a refund less $15 processing fee.
Cancellations received from 9 days onwards will not receive a refund.
Programme and Speakers
Advice for good, New Zealanders’ attitudes towards financial advice
Bronwyn Kirwan, Chief Commercial Officer, Fidelity Life
Fidelity Life’s consumer research shows that most New Zealander’s aren’t seeking financial help, either through regular financial ‘health checks’ or at key life stages, until they’re nearing retirement.
By understanding the ‘why’ behind these attitudes and habits we can focus on helping more New Zealanders better utilise their money today and protect and grow their wealth for tomorrow.
Fireside Chat with the Chair Financial Advice Code Committee
Angus Dale-Jones, Chair, Financial Advice Code Committee
The Code Committee is the independent standard setter for financial advice, informing the Minister for Commerce & Consumer Affairs in relation to the Code of Professional Conduct for Financial Advice Services.
The Code Committee is tasked with reviewing and updating the Code of Professional Conduct, which applies to everyone who gives financial advice including all Financial Advice Providers (FAPs).
What is the knowledge, skills, and behaviours, our industry needs for the future of financial advice in NZ?
Observations from the Frontline
Michelle Forster, Director Principal, Heathcote Investment Partners
The environment in which advice businesses are operating is increasingly more complex, requiring greater resources to retain and attract clients. All at a time when more Kiwis desperately need expert guidance with their financial decision-making.
A road map for future business growth depends on how well the industry positively responds to the changing demands of consumers.
Adviser Excellent. Winner of the Financial Literacy Advocacy Award
William Tieu, Mortgage Adviser, Your Financial Engineer
William was a civil engineer before becoming a financial advisor. He built a significant online following across social media during the global pandemic, and his followers now exceed 100k, all looking to gain information on mortgage lending for William.
How has William successful integrated content management and digital marketing into his practice, and been able to maintain it over multiple years? This session is designed to spark ideas and offers peer-to-peer learning on how to connect to new generations using the marketing tools of today.
Advocacy in Action
Nick Hakes, Chief Executive Officer, Financial Advice New Zealand and Cecilia Farrow, Head of Professional Development
We share the outcomes of our member value research which informs the strategic priorities of Financial Advice NZ, including our latest thinking on a financial advice competency framework for Financial Advice Providers (FAPs) to meet their regulatory obligations.
Financial advice is an industry in transition, the delivery of advice is being transformed and the professional pathway of the next generation of advisers will look different to how it did in the past. Reframing the role of the modern adviser through the lens of the consumer will help build consumer confidence and grow the demand for quality financial and lending advice.
Partners
