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November 2023
Bring in the Experts: Will your retirement be Super? Retirement Expenditure Guidelines
The Retirement Expenditure Guidelines were released two weeks ago. While the results are not surprising, they are concerning. The difference between NZ Super and weekly expenditure has increased substantially for all household groups reflecting the higher rate of inflation. Associate Professor Claire Matthews, co-author of the Retirement Expenditure Guidelines provides insights into the findings and guidelines as we wonder what the future looks like for many.Claire Matthew is the Director, Academic Quality at Massey University since 2014, having joined Massey…
Find out more »Bring in the Experts: The business of merger and acquisitions
Presented by Steve Prendeville, Founder and Director of Forte Asset Solutions Pty Ltd.Growing, buying, and selling a business is a complex process. Steve Prendeville provides insights into the Australian financial adviser environment, discussing the consideration and challenges the buyers or sellers are facing in today's market. Steve Prendeville, founder and director of Forte Asset Solutions Pty Ltd is a specialist in merger and acquisitions, having facilitated more than 150 financial planning business sales in Australia. This webinar details the Australian market, however…
Find out more »Bring in the Experts: Five things advisers should know about forestry investment
Presented by Gordon Wong - Co Owner, Legal Services Director & Director of the Forest Enteprises Limited Board and Graeme Tindall - Managed Investments Director & Chair on the Forest Entreprises Limited Board.Aotearoa New Zealand is a global exemplar of forestry. The sector is worth $6 billion in export value, and the government is ambitious for growth and added value. Forest Enterprises has been operating in the sector for over 50 years and although forestry may be considered a niche…
Find out more »Bring in the Experts: Insurance Premiums. What is happening in 2024 with Cara Jiao
Join us for an insightful webinar lead by Cara Jiao, Head of Retail Pricing ANZ at Swiss Re, as we explore the ever-evolving landscape of the Life Insurance industry. In this session, you will gain valuable perspectives on current claims trends and future forecasts from a pricing actuary's perspective.Explore advanced pricing considerations and implications to future insurance claims costs and insurance affordability. Dive into a real-world case study to better understand the challenges and opportunities.Learn valuable tips and strategies for…
Find out more »Bring in the Experts: Hold on, 2024 is fast approaching. Sector insiders reflect on this year and next
Hosted by Heather Roy, Chair Financial Advice NZ and Presented by FMA Director Michael Hewes, SHARE CEO Craig Winterburn, Independent Director David Whyte. Join these four sector insiders as they share their insights and perspectives on how 2023 ended for the sector and what they expect in 2024.If you register early you will be sent an email with a link directly to the webinar.Free for Members | $50+gst for non-membersEarn 1.5 CPD hour - CPD certificates for members will be…
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