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March 2020
Regional Catch Up – Invercargill
Regional Catch Up - Invercargill You are invited to come and join fellow Financial Advice New Zealand members for an informal catch up. To be held on the 4th March 2020 from 5 pm at Auction House Cafe & Bar, 20 Don St, Invercargill Please note food/drinks will be available, but at own cost. Please register your attendance with the following link - https://form.jotform.com/200436461486859
Find out more »October 2021
Bring in the Experts: Taking care of your clients when you can’t – how to include a locum adviser agreement in your BCP
Bring in the Experts: Taking care of your clients when you can't - how to include a locum adviser agreement in your BCP You’re a solo adviser running your own Licensed FAP. Let’s talk about why is having a locum adviser agreement is a good strategy. How does a locum adviser fit in with your plans to continue to service your clients in the event that you are not available? It could be a long holiday or an unexpected event…
Find out more »Bring in the Experts: Staying compliant with business replacement strategies
Bring in the Experts: Staying compliant with business replacement strategies Replacement of products can be contentious when it is seen to be maximising advisers revenue. However, we know good advice allows the adviser to recommend the best solution to meet the needs and goals of their clients. In this webinar we have a panel of experts to discuss the key principles to making sure any replacement of products result in good outcomes for your clients. Business being replaced is not…
Find out more »January 2022
Economic update with Cameron Bagrie
Cameron Bagrie will provide an economic outlook for 2022, including what's on the housing market horizon and what a new level of normal looks like for New Zealand as we learn to live with COVID. How do I join the webinar series? Zoom Link – simply click on the link to register for the series Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.…
Find out more »February 2022
CANCELLED – Auckland Regional Meeting February 24th
CANCELLED - Auckland Regional Meeting Unfortunately due to the changes under the red traffic light setting, our speakers are unable to attend this event to present to you. Therefore, regrettably, we have made the decision to cancel this event. We were really looking forward to connecting with everyone and hope we can do so in the near future. For those who have registered and paid, a credit will be applied to your account. Thank you for your continued support…
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