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May 2024

Bring in the Experts: Value-Focused Estate Planning

May 22 @ 10:00 am - 11:00 am NZST
Online

This webinar will expand your understanding of estate planning beyond wills and trusts and discuss regulatory issues and how to avoid them. Speakers include Max Gunawan, Principal Director of Platinum Legal and Anson Lam, Associate of Moore Markams NZ.Max will discuss a client-centred approach to estate planning beyond simply creating a “Will” or “Family Trust”. Max also discusses and describes the types of complex situations lurking behind any “standard transaction” and the broad array of tools available to address these…

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Hamilton town hall meeting

May 28 @ 2:00 pm - 3:30 pm NZST
BNZ Partner Centre – Waikato-Tainui Boardroom, Level 1, 354 Victoria Street
Hamilton, New Zealand

Nick Hakes is on a whistle-stop tour of the regions and visits Hamilton on 28 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…

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Bring in the Experts: Financial Services Complaints Handling – Research insights & practical tips

May 29 @ 10:00 am - 11:00 am NZST
Online

Your internal complaints process is an important way of ensuring you respond to customer concerns and demonstrate fair conduct. It's also an opportunity to engage with your customers to enhance customer satisfaction and loyalty.  Katie de Roo, Resolution Specialist at Empowered Complaints Management will share current research insights into financial services dispute resolution, including issues impacting consumer participation. Each insight will be followed by practical tips and suggestions to enhance your complaints process and complaints handling.  Katie is an experienced…

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June 2024

Bring in the Experts: Post Budget Webinar – Economic and Consumer Impacts

June 5 @ 10:00 am - 11:15 am NZST
Online

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…

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Bring in the Experts: Shaping the Future of Financial Advice in New Zealand

June 19 @ 10:00 am - 11:00 am NZST
Online

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…

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