Bring in the Experts: SUPER WEDNESDAY led by our Lending MAC: Supercharging first home buyers
OnlineGet ready to supercharge your knowledge to guide first home buyers towards effective solutions. Join our Lending MAC in this information-packed webinar in which they will share their deep industry […]
Bring in the Experts – Navigating our economic future: Economist Cameron Bagrie cuts through the PREFU
OnlineFollowing the release of the Pre-election Economic and Fiscal Update (PREFU) on Tuesday 12 September, join renowned economist Cameron Bagrie, as he cut through the noise to deliver a candid […]
Bring in the Experts: Proving product suitability – strategies, evidence and client engagement
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandTake a deep dive into the intricate process of proving product suitability to your clients with compliance expert Karty Mayne from Roswill Consulting. Demonstrating suitability is not just a regulatory […]
Bring in the Experts: Rules of Thumb for KiwiSaver Drawdown – the essential guide
OnlineEnhance your expertise in KiwiSaver drawdown strategies for clients approaching retirement. Join us for an insightful webinar featuring Ian Perera, Convenor of the Retirement Income Interest Group, and Alison O’Connell, […]
Bring in the Experts: 2023 Consumer Research Launch on the Value of Financial Advice
OnlineThe 2023 FPSB and Financial Advice New Zealand Value of Financial Planning Research launches on 4 October – World Financial Planning Day. FPSB CEO Dante De Gori, CFP, joins us […]
Bring in the Experts: Making informed, responsible investment choices – the demand for ethical investing in NZ
OnlineIn today's financial world, ethical investing, Environmental, Social, and Governance (ESG) criteria, and Socially Responsible Investments (SRI) have been hot topics of discussion. Barry Coates, CEO of Mindful Money, joins […]
Canterbury & Nelson Regional Meeting
ANZ Centre Christchurch Level 3, 267 High Street, Christchurch, New ZealandOur Canterbury-Nelson branch have a great session planned this October:Topic - Succession planning, How To, and When?With guest speakers:David Boyle: David is well known for his passion regarding financial capability […]
Bring in the Experts: SUPER WEDNESDAY led by our Investment/Financial Planning MAC: Best Practice for File Reviews
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThis is a not to be missed webinar for all advisers interested in best practice for file reviews. Practitioners and compliance experts will discuss what is involved in reviewing a […]
Bring in the Experts: Demystifying vulnerable clients and unpacking AML
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandFor those of you who may have missed Katrina’s presentation on our Out of the Box August Tour, she’s back to do it one more time! In this webinar, Katrina will […]
Bring in the Experts: Will your retirement be Super? Retirement Expenditure Guidelines
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThe Retirement Expenditure Guidelines were released two weeks ago. While the results are not surprising, they are concerning. The difference between NZ Super and weekly expenditure has increased substantially for […]
