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July 2024

Dunedin – Financial Advice NZ Connect Tour 2024

July 23 @ 8:00 am - 11:30 am NZST
Distinction Hotel, 6 Liverpool St
Dunedin, New Zealand
Dunedin Connect Tour

Join your peers in Dunedin on 23 July 2024 as we 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…

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Christchurch – Financial Advice NZ Connect Tour 2024

July 24 @ 8:00 am - 11:30 am NZST
Chateau on the Park, 189 Deans Avenue
Christchurch, Riccarton New Zealand
Christchurch Connect Tour

Join Katrina Studholme and the Canterbury Regional Branch as the host another great event in Christchurch. The Connect Tour will be held on 24 July 2024. Join your peers and shape the future of financial advice in Aotearoa New Zealand.As we will 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…

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Palmerston North – Financial Advice NZ Connect Tour 2024

July 25 @ 8:00 am - 11:30 am NZST
Palmy Conference & Function Centre, 354 Main Street
Palmerston North, New Zealand
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…

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CCCFA Affordability Assessment Regulatory Changes

July 31 @ 10:00 am - 11:00 am NZST
CCCFA Affordability Assessment Regulatory Changes

The Responsible Lending Code has been amended to remove some of the barriers that consumers have faced when trying to access credit. The new code comes into force on the 31 July – the day of our webinar.The changes have resulted in the revocation of the highly prescriptive affordability tests. Lenders must still meet their Lender Responsibility Principle obligation which is to ensure that borrowers can make their repayments under the credit contract without suffering substantial hardship.The guidance on how…

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August 2024

Wellington – Financial Advice NZ Connect Tour 2024

August 6 @ 8:00 am - 11:30 am NZST
Rangimare Room 1, Te Papa, 50 Cable Street
Wellington, New Zealand
Wellington Connect Tour

Join your financial peers in Wellington on 6 August at the Financial Advice New Zealand Connect Tour.   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…

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