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October 2023
Bring in the Experts: Demystifying vulnerable clients and unpacking AML
For those of you who may have missed Katrina’s presentation on our Out of the Box August Tour, she’s back to do it one more time! In this webinar, Katrina will workshop vulnerable clients as per legislation and regulatory interpretations to enhance your ability to identify and support vulnerable clients effectively. She will also explore whether you should be an AML reporting entity and what the requirements are if you are a reporting entity and if you are not. Understand the importance…
Find out more »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…
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