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September 2023
Bring in the Experts: Proving product suitability – strategies, evidence and client engagement
Take a deep dive into the intricate process of proving product suitability to your clients with compliance expert Karty Mayne from Roswill Consulting. Demonstrating suitability is not just a regulatory requirement; it's a crucial step in ensuring your clients make informed financial decisions that align with their unique needs and goals.In this highly valuable webinar, Karty will explain the suitability process including how to assess the client's financial situation and objectives, how to identify suitable products and strategies and how…
Find out more »Bring in the Experts: Rules of Thumb for KiwiSaver Drawdown – the essential guide
Enhance your expertise in KiwiSaver drawdown strategies for clients approaching retirement. Join us for an insightful webinar featuring Ian Perera, Convenor of the Retirement Income Interest Group, and Alison O’Connell, Retirement Commissioner’s Advisory Board, who will provide valuable tools and advice to navigate this critical aspect of retirement planning effectively.The Retirement Income Interest Group (RIIG) of the New Zealand Society of Actuaries recently updated its four "Rules of Thumb" to help retirees make informed decisions about drawing down their KiwiSaver…
Find out more »October 2023
Bring in the Experts: 2023 Consumer Research Launch on the Value of Financial Advice
The 2023 FPSB and Financial Advice New Zealand Value of Financial Planning Research launches on 4 October – World Financial Planning Day. FPSB CEO Dante De Gori, CFP, joins us live from USA to discuss the findings of this global consumer research which highlights the benefits of financial planning and the value of working with a professional financial adviser.This study, commissioned by FPSB and Financial Advice New Zealand, and conducted by independent research firm MYMAVINS across 15 countries, examines the…
Find out more »Bring in the Experts: Making informed, responsible investment choices – the demand for ethical investing in NZ
In today's financial world, ethical investing, Environmental, Social, and Governance (ESG) criteria, and Socially Responsible Investments (SRI) have been hot topics of discussion. Barry Coates, CEO of Mindful Money, joins us for this thought-provoking webinar as we explore these concepts, why they’re important, and their implications for investors. Discover the growing interest among New Zealanders in investing for positive social and environmental impact as detailed in Mindful Money’s latest research "Voices of Aotearoa – Demand for Ethical Investment in New Zealand…
Find out more »Bring in the Experts: SUPER WEDNESDAY led by our Investment/Financial Planning MAC: Best Practice for File Reviews
This is a not to be missed webinar for all advisers interested in best practice for file reviews. Practitioners and compliance experts will discuss what is involved in reviewing a clients file. The webinar will transverse why we have reviews ranging from your legal obligations, client expectations and business processes. It will provide practical tips on how and when to review a client file and the discussions that occur with clients such as financial planning, life values, and goals. This…
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