A warm welcome to Towards Wellbeing, the theme for the 2019 Financial Service Council and Workplace Savings NZ Conference on the 11th and 12th September 2019 in Auckland. Click to find out more.

The Responsible Investment Association Australasia (RIAA) is pleased to announce that RI New Zealand 2019 will be held at the Hilton Auckland on Tuesday the 24th of September 2019. Click to find out more.

You are invited to attend the September general meeting of the Central Branch of Financial Advice New Zealand. This meeting is being held on Tuesday, 24th September 2019. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Time: Lunch starts at 12.00 noon. The meeting will finish at 2.00pm. Guest Speaker: Councillor Leonie […]

The Transitional Licensing Seminars will be 90 minutes long, followed by light refreshments and a chance to meet key FMA representatives. Click for registration link.

The Investment Store, in conjunction with our fund manager partners are pleased to provide details of our latest series of Investment Briefings.  A 10 year bull market, low and falling interest rates, decelerating economic growth, heightened trade war risks. Are we in Wonderland? Or about to fall down a hole? Join our panel of investment experts discuss current thinking on investment markets.

The Transitional Licensing Seminars will be 90 minutes long, followed by light refreshments and a chance to meet key FMA representatives. Click for registration link.

Wellington Regional Meeting September 2019 9am-11am Estate Planning: Property (Relationships) Act review & case studies - Matt Hay Estate Planning is the pinnacle of every financial strand, and the amount of legislation in this space makes it a complex area to navigate at times. The Property (Relationships) Act, in particular, is known to be under […]

Financial Advice NZ - Canterbury / Nelson Regional Meeting    We are delighted to announce the topic and speaker for our next Regional meeting: Practical Workshop – Getting ready for licensing   Friday 18th October at 9.00am – 12 noon Clearwater Golf Course 40A Clearwater Ave, Northwood   AGENDA Coffee & Tea    -   Mix & […]

Finding the Positives in a Negative Rate Environment   In recent years, market forces have pushed interest rates below zero on bonds in various currencies. In this environment, income-oriented end investors have started to question the future returns of bond investments. Financial advisers are increasingly facing challenging questions on the role of fixed interest within […]