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April 2024
Bring in the Experts: Business Success Unveiled
Our upcoming webinar, “Business Success Unveiled,” brings together a panel of accomplished financial advisers who have not only innovated in the business world but also transformed their own lives. Our Financial Advice New Zealand 2024 award winners will peel back the curtain and reveal the strategies that propelled them to success. From smart leaderships to effective client communications, they’ll share the golden nuggets that can elevate your financial game. These advisers aren’t just theory-bound, they’ve walked the talk. Get ready to hear…
Find out more »Regional Town Hall Meeting – New Plymouth
One month after commencing in his new role, Nick is eager to hear directly from our members and broader financial advice community on your business opportunities and challenges. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality financial advice. We have a strong belief that financial advisers are best placed to solve industry problems as it is you who is closest to the client conversation. Join us and your…
Find out more »Central Branch Regional Meeting
Our Central Branch have a great session planned for May. Guest Speakers: Nick Hakes, CEO, Financial Advice New Zealand An informal town-hall meeting with Nick. Dr Claire Mathews, Head of Banking & Finance, Massey University An update on all things relating banking and finance. Event Details: Tuesday, 30th April - 12pm Cost: Members: $20.00 + GST Non-Members: $28.00 + GST Venue Details: BNZ Partner Centre 193 Broadway Avenue Palmerston North
Find out more »May 2024
Bring in the Experts: When Clients Claim
Managing a successful business is not just about managing effective relationships and communications with clients, but also understanding the risks associated with providing financial advice and making appropriate business decisions to manage those risks. Although many clients may be friends, this hasn’t prevented these people making claims in the past, particularly when their wealth outcomes are challenged. This webinar will provide you with insights into the potential risks and process to follow to minimise the impact on you during the…
Find out more »Regional Town Hall Meeting – Tauranga
One month after commencing in his new role, Nick is eager to hear directly from our members and broader financial advice community on your business opportunities and challenges. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality financial advice. We have a strong belief that financial advisers are best placed to solve industry problems as it is you who is closest to the client conversation. Join us and your…
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