Join us for a Post-Budget Special webinar, featuring a leading economist discussing their perspectives of the National Budget’s impact on the economy and New Zealanders. Sumita Paul, Financial Planning and Investment Member Advisory Committee, John Bolton (JB), founder of Squirrel, and Miles Workman, Senior Economist, ANZ, will share their insights about the Budget's impact on your clients. This session will provide you with a deeper understanding of the new fiscal policies, tax reforms, and government spending plans. Key highlights: Macroeconomic…

With three months under his belt as Chief Executive Officer and following hundreds of conversations over that time with our members, partners and key organisations across the sector, Nick Hakes is ready to share his vision for Financial Advice NZ.  Nick strongly believes that our future success will be achieved through being an adviser driven, high engagement professional body. Join us in this webinar to:  - Gain an understanding of the strategic objectives for the next 3 years - Get insights…

All licensed Financial Advice Providers (FAP) are required to complete their Financial Markets Authority (FMA) annual regulatory return by 30 September 2024. Dhasha Ratnayaka, Senior Adviser at the FMA will guide you through using the online form and submitting the FAP regulatory return via the FMA portal in this upcoming webinar. Please note that the webinar won't cover the specific contents of the regulatory return question set or discuss submission details.  If you register early, you will be sent an email…