Canterbury/Nelson Regional Meeting We are delighted to invite you to our first Regional meeting of 2020 for the Canterbury/Nelson Region to be held on the 27th February 2020 from 9.00am - 11.00am at Clearwater Golf Course 40A Clearwater Ave, Northwood Everyone who relies on earned income deserves a plan to protect it! Despite the fact […]

Auckland Regional Meeting Guest Speakers: Rupert Gough   - CEO  Mortgage Lab CEO of the Mortgage Lab, head of Kepa Home Loans and author of "The Successful First Home Buyer" has been in the mortgage industry for 10 years. Based in Tauranga, he oversees the recruitment, training, and growth of 16 mortgage advisers nationwide. Rupert will give […]

Accredited Investment Fiduciary (AIF®) 2-day Training Program This is a 2-day classroom based course which concludes with an examination in order to apply for and earn the AIF® Designation. The course will give you the opportunity to:  become an Accredited Investment Fiduciary®  designee  absorb the Fiduciary Prudent Practices and how to apply them  understand the basis for, and benefits of, fiduciary standards of  […]

Kernel Presents: S&P Dow Jones Indices Financial Adviser Round Table Join Kernel and S&P Dow Jones Indices for an adviser round-table with guest speaker, Tim Edwards - MD of Index Investment Strategy where he will discuss: the benefits of indexed investing; implementing indexed investment strategies into a portfolio; provide insights into global trends and the […]

You are invited to attend the March meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 31st March 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Dr Claire Matthews Claire will be providing updates regarding: The changing credit card market, The prospect of Kiwibank buying […]

Workshop Overview This workshop has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks. The workshop includes NZQA accredited Residential Property Lending Strand training and business and specialist lending.  As well as attending the three-day workshop, you will be required to complete 4 unit standard […]

Where do Returns Come From? How can you reliably outperform the market? Where do returns come from? And how can you communicate these concepts to your clients? Please join us for a webcast with Portfolio Manager, Slava Platkov, and Regional Director, Tom Fellowes, to explore a clear framework through which to view different investment approaches. […]

Webcast #1/4 A series of four interactive webcasts on the impact of COVID-19 Getting through to recovery – with Tony Alexander Wednesday 25 March 10-11am Tony Alexander is one of New Zealand's most experienced economists. Out on his own now and speaking in plain language he looks at the nature of the shock hitting our […]

Bank representative(s) discussing hardship and mortgage holidays How do I join the webinar? Here is the Link to this Wednesday’s webcast –https://zoom.us/j/198718442 simply click on the link a few minutes before 10am on Tuesday. Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function. What […]