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June 2023
Bring in the Experts: Navigating retirement villages – what advisers need to know
This informative webinar, designed for financial advisers, will explore the rapidly expanding Retirement Village sector and its role in meeting the doubling demand of the 75+ age group by 2035. Gain the knowledge you need to navigate the future of retirement living and help your clients prepare for village life. Key topics: The Retirement Village model: what it does and doesn’t offer your clients Differentiating between village operators: key considerations for your clients Understanding resident perspectives: what you need to…
Find out more »Bring in the Experts: How do your client files measure up? Hear what experts are seeing in file reviews
Join us for an enlightening webinar featuring two industry experts who will share their findings from undertaking file reviews. This webinar will provide valuable insights into the areas of Insurance/Financial Planning advice and Mortgage advice. Our first expert, David Greenslade, Executive Director of Strategi, will discuss financial planning, investment, and personal insurance file reviews. David is a highly experienced professional with extensive qualifications and memberships in various financial organizations. He is known for his expertise in regulatory training and his…
Find out more »Bring in the Experts: Embracing AI in the World of Finance
The world of finance is being transformed by innovations such as Large Language Models (LLMs) like ChatGPT, which have the potential to revolutionize the way professionals access and share knowledge. These AI tools can significantly boost productivity and increase efficiency, allowing financial professionals to focus on high-value activities like strategic decision-making and client relationship management. In this webinar, Dr. Helen Lu, Senior Lecturer in accounting and finance at the University of Auckland Business School, will discuss how financial professionals should…
Find out more »July 2023
Bring in the Experts: NZ property market update with CoreLogic
Join us for an exclusive webinar with Nick Goodall, Head of Research at CoreLogic, for an update on the property markets in New Zealand. Find out what the remainder of the year will look like and what trends to expect for the year ahead. Nick is known for his exceptional numerical skills and the ability to transform complex data into compelling narratives that resonate with diverse audiences. As the Head of Research, Nick and his dedicated team of analysts are…
Find out more »Bring in the Experts: Protecting client data and building resilience in the face of cyber threats
Did you know that 1 in 5 attacks in New Zealand are against small to medium-sized businesses? Cybercriminals don't discriminate based on industry. Their automated attacks target anyone without adequate protection in place. With the changes brought about by Covid-19, such as remote work and the use of personal devices, businesses are even more vulnerable. Is your business fully prepared to detect and respond to cyber-attacks? Are you ready to deal with the aftermath of a successful cyber attack? In…
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