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May 2024

Regional Town Hall Meetings

May 6 @ 10:00 am - May 21 @ 2:00 pm NZST

Nick Hakes visits Dunedin, Christchurch, Hawkes Bay, Tauranga, Hamilton, Nelson and Blenheim in May. He 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…

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Bring in the Experts: Helping your clients stay ahead of the curve amidst DTI and CCCFA changes

May 15 @ 10:00 am - 11:00 am NZST
Online, Link to watch/listen will be sent to registrants on the day before the event New Zealand

There is a lot of noise in the market about the proposed changes to Credits Contracts and Consumer Finance Act (CCCFA) and Debt to Income ratios (DTI’s).
But opportunities always appear in the midst of change.
Hamish Patel, Mortgage Adviser at Mortgagesonline and Chair of the Financial Advice NZ Lending MAC committee and John Bolton (JB) founder of Squirrel Mortgages will share their insights about the changes that are afoot and their views on how the market will respond.
They will discuss what it could mean for interest rates, bank appetite for lending and the impacts on client demand.
Then they will help you think about what you could do to help your clients stay ahead of the curve.

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