Bring in the Experts – Tools for your business: adviser guides and resources from the FMA
OnlineBring in the Experts - Tools for your business: adviser guides and resources from the FMA We are delighted to welcome back the FMA for another practical webinar packed with tips and tools for you to implement right now in your business. The FMA will walk you through some of their many useful guides and […]
Central Regional Meeting July 26th
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandTo be held on Tuesday, 26th July 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm In April 2017 a major slip in the Manawatu Gorge permanently closed SH3. What has happened since? What’s involved with building a brand new highway? Join us as we discuss the impact of this event […]
Bring In the Experts – Fire and General Re-insurance Industry Update
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandBring in the Experts – Fire and General Re-insurance Industry Update Wondering what was happening in the fire and general insurance space? These are uncertain times with a global pandemic, low interest rates, unprecedented natural disasters, and significant government interventions – just to name a few of the influencers on the hardening of the global […]
Professional Ethics Workshop – Thursday, July 28th
OnlineProfessional Ethics Workshop - Thursday, July 28th This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and […]
Super Wednesday – Financial Planning and Investments
OnlineSuper Wednesday - Financial Planning and Investments We are excited to be bringing to you the first of many Super Wednesdays with a Financial Planning/Investment focus This Super Wednesday webinar will be facilitated by Christine Hay, Financial Planning/Investment - Member Advisory Committee (MAC) Chair, as we cover key insights, updates, and best practice for financial […]
Canterbury/Nelson Regional Meeting August 4th
Russley Golf Club 428 Memorial Av, Christchurch, New ZealandCanterbury/Nelson Regional Meeting To be held on Thursday, 4th August 9am at the Russley Golf Club This session will be focused on successful local advisers and how they make their boats go faster. We will have a panel of three successful operators with us to share common compliance they have to undertake, tips and what makes […]
Bring In the Experts – Would your clients consider your behaviour ethical?
OnlineBring in the Experts – Would your clients consider your behaviour ethical? Ever wondered if your own personal bias has an impact on the advice you provide? This is one of the topics our expert panel will discuss, along with a few other conversations that you might find yourself having in your role as a […]
Bring In the Experts – Protect your clients assets with the right legal structure
OnlineBring in the Experts – Protect your clients assets with the right legal structure Tom Mahony is back to present on an area of great importance to all advisers. Tom will help you understand how different relationship scenarios can impact on the financial advice you provide to your clients. He will discuss property law, EPA's […]
Bring In the Experts – Is it Ethical, Socially responsible or just a good investment option?
OnlineBring in the Experts – Is it Ethical, Socially responsible or just a good investment option? FMA recently published an “Ethical investment Research Report”. There has been a fair bit of discussion and points of view around Ethical Investing, ESG’s and SRI’s in NZ and around the globe. Today we are joined by a panel […]
Central Regional Meeting August 30th
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandAugust meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 30th August 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm Guest Speaker Palmerston North Mayor Grant Smith Topic Economic view of the City and Province 12.00pm start with lunch finishing at 2pm Cost $20 incl […]