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 […]

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, […]

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 […]