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October 2023
Bring in the Experts: 2023 Consumer Research Launch on the Value of Financial Advice
The 2023 FPSB and Financial Advice New Zealand Value of Financial Planning Research launches on 4 October – World Financial Planning Day. FPSB CEO Dante De Gori, CFP, joins us live from USA to discuss the findings of this global consumer research which highlights the benefits of financial planning and the value of working with a professional financial adviser.This study, commissioned by FPSB and Financial Advice New Zealand, and conducted by independent research firm MYMAVINS across 15 countries, examines the…
Find out more »Bring in the Experts: Making informed, responsible investment choices – the demand for ethical investing in NZ
In today's financial world, ethical investing, Environmental, Social, and Governance (ESG) criteria, and Socially Responsible Investments (SRI) have been hot topics of discussion. Barry Coates, CEO of Mindful Money, joins us for this thought-provoking webinar as we explore these concepts, why they’re important, and their implications for investors. Discover the growing interest among New Zealanders in investing for positive social and environmental impact as detailed in Mindful Money’s latest research "Voices of Aotearoa – Demand for Ethical Investment in New Zealand…
Find out more »Canterbury & Nelson Regional Meeting
Our Canterbury-Nelson branch have a great session planned this October:Topic - Succession planning, How To, and When?With guest speakers:David Boyle: David is well known for his passion regarding financial capability with some 39 years in the financial services industry Katherine Shepherd: Katherine is the Sales Leader & Manager at LINK South Island. They sell businesses. Do you know what the true value of your business is?Lance Edmonds: Lance has experience in financial practice mergers, vendor financing and succession plan buyouts of…
Find out more »Bring in the Experts: SUPER WEDNESDAY led by our Investment/Financial Planning MAC: Best Practice for File Reviews
This is a not to be missed webinar for all advisers interested in best practice for file reviews. Practitioners and compliance experts will discuss what is involved in reviewing a clients file. The webinar will transverse why we have reviews ranging from your legal obligations, client expectations and business processes. It will provide practical tips on how and when to review a client file and the discussions that occur with clients such as financial planning, life values, and goals. This…
Find out more »November 2023
FAAA Congress 2023
FAAA Congress 2023 Grow together to shape the future of financial advice. Join Katrina Shanks to attend the FAAA Congress together. We will kick off with a dinner on Sunday 19th November. Financial Advice Association Australia (FAAA) brings together thought leaders, seasoned professionals, and emerging talents to foster a spirit of unity and collective growth. Through engaging keynote speeches, interactive sessions, and networking opportunities, we aim to empower you with the tools, insights, and connections needed to thrive in this…
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