Join Katrina Studholme and the Canterbury Regional Branch as the host another great event in Christchurch. The Connect Tour will be held on 24 July 2024. Help shape the future of financial advice in Aotearoa New Zealand.As we will look to the future, our industry is in transition. What made advice businesses successful today will not […]

Paul O'Brien and the Central Branch host another great event for financial advisers in Palmerston North on 25 July 2024. Join your peers 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 […]

The Responsible Lending Code has been amended to remove some of the barriers that consumers have faced when trying to access credit. The new code comes into force on the 31 July – the day of our webinar.The changes have resulted in the revocation of the highly prescriptive affordability tests. Lenders must still meet their […]

Join your financial peers in Wellington on 6 August at the Financial Advice New Zealand Connect Tour.   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 regulatory and competitive environment […]

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 regulatory and competitive environment in which financial and mortgage advisers operate is becoming increasingly complex.As an industry, how well, and quickly, we […]

Join 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 […]

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 […]

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 […]

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 […]