Cambridge – Financial Advice NZ Connect Tour 2024
Karāpiro Room, Sir Don Rowlands Events Centre 601 Maungatautari Road RD 2, Cambridge, Mighty River DomainAs we look to the future, our industry is in transition. What made advice businesses successful today will not be the same as what makes them successful tomorrow.Consumer expectations are changing and the regulatory and competitive environment in which financial and mortgage advisers operate is becoming increasingly complex.As an industry, how well, and quickly, we […]
Auckland – Financial Advice NZ Connect Tour 2024
Hilton Hotel Princes Wharf, 147 Quay Street, Auckland, New ZealandJoin your peers in Auckland on 8 August at the Connect Tour and shape the future of financial advice in Aotearoa New Zealand. As we look to the future, our industry is in transition. What made advice businesses successful today will not be the same as what makes them successful tomorrow.Consumer expectations are changing and the […]
Disputes resolution rule changes and potential impacts
On 18 July, new rules for approved dispute resolution schemes came into law under the Financial Services Providers Regulations 2024 (Rules for Approved Dispute Resolution Schemes). Some of the notable changes were the increase in the threshold of the monetary value of the claim loss that a Disputes Resolution Scheme Provider (DRS) can resolve, the introduction […]
Strategies Summit 2024
Financial Advice New Zealand has partnered with Portfolio Construction Forum to co-host the 23rd annual Portfolio Construction Forum Strategies Summit 2024 being held over the 21st and 22nd of August 2024. We invite investment practitioners* and CERTIFIED FINANCIAL PLANNERS cm to attend our co-hosted onsite livestream events on Wednesday 21st August in Auckland, Wellington or […]
Central Branch Regional Meeting
Manawatu Communitu Law Centre 193 Broadway Avenue, Palmerston North, New ZealandJoin Steve Davey, a finance expert with decades of experience, as he shares proven methods to enhance financial literacy for business owners. This session offers advisers valuable insights into how business financials influence borrowing power and valuations. By attending, you'll learn practical strategies to better serve you as a business owner or your small business […]
The adviser voice on the proposed amendments to the Code of Professional Conduct
Off the back of the Financial Advice NZ Connect Tour where 92% of delegates rated the Code Committee session as excellent for relevance and value, we invite you to join Nick Hakes and Cecilia Farrow to gain firsthand insights into the Code Committee consultation process and the strength of our collective voice in response to […]
Financial advice is moving from product to people and from money to meaning
Financial advice is moving from product to people and from money to meaning. The adviser of the future is an evolving proposition, shifting from facilitator and distributor to coach, mentor and life adviser. How can you embrace the changing environment while building a client centric, profitable business?One element above all drives the relative success of advice businesses. No, […]
The role of emotion and chemistry in client decision-making
Emotion and chemistry are at play in every encounter with your clients and will impact their decision-making throughout the advice process. Your interpersonal skills in reading their mood and adapting your communication approach can influence your client outcomes and the creation of sustained client relationships.In this webinar, Kerry will address:what your client needs to experience to […]
Creating an equitable advice experience for couples
60% of couples have significant differences in their risk preferences – do you know which couples in your client base they are?In this session, we'll explore the Not So Odd Couples - crafting equitable advice experience for modern couples, study of 190 couples to understand the business and ethical risks of not providing equitable advice. […]
Learnings from a FMA Monitoring Visit
OnlineMany advisers ask us what an FMA monitoring visit involves and what they need to do to prepare.Concerns come up about the time required to get ready, the ability to gather all necessary documentation, and the fear of potentially failing the visit.To shed some light on the process, we are joined by Hamish Patel, Chair, […]