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Palmerston North – Financial Advice NZ Connect Tour 2024

July 25 @ 8:00 am - 11:30 am NZST

Palmerston North Connect Tour

Paul O’Brien and the Central Branch host another great event for financial advisers in Palmerston North on 25 July 2024. Join your peers and shape the future of financial advice in Aotearoa New Zealand.

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: 25 July, 8.00am – 11.30am
Venue: Palmy Conference & Function Centre, 354 Main Street, Palmerston North.
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

Paul O’Brien

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

Tim Fairbrother, Rival Wealth

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 Community Impact Award

Tim Fairbrother CFP, Financial Adviser, Rival Wealth

16 years ago, Tim and his wife Carissa opened the doors on their new boutique financial planning practice – RIVAL Wealth. A name that challenges Kiwi’s to work smarter on their finances. Today they are a multi-disciplinary business across Life and General insurance, KiwiSaver, DIMS investments, employee benefits and accounting. What hasn’t changed is their commitment to the local community and a mindset for growth.

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

Details

Date:
July 25
Time:
8:00 am - 11:30 am

Venue

Palmy Conference & Function Centre
354 Main Street
Palmerston North, New Zealand

Organiser

Financial Advice New Zealand
Phone:
0800 432 101
Email:
info@financialadvice.nz
Website:
https://financialadvice.nz/