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 […]
Bring in the Experts: The business of merger and acquisitions
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandPresented by Steve Prendeville, Founder and Director of Forte Asset Solutions Pty Ltd.Growing, buying, and selling a business is a complex process. Steve Prendeville provides insights into the Australian financial […]
Bring in the Experts: Five things advisers should know about forestry investment
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandPresented by Gordon Wong - Co Owner, Legal Services Director & Director of the Forest Enteprises Limited Board and Graeme Tindall - Managed Investments Director & Chair on the Forest […]
Bring in the Experts: Insurance Premiums. What is happening in 2024 with Cara Jiao
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandJoin us for an insightful webinar lead by Cara Jiao, Head of Retail Pricing ANZ at Swiss Re, as we explore the ever-evolving landscape of the Life Insurance industry. In […]
Central Region Christmas Event
Nero's Restaurant 36 Amesbury Street, Palmerston North, New ZealandFinancial Advice NZ and the Central Regional Leadership Team would like to invite you to join us at our upcoming Christmas event.Please be sure to RSVP your interest.Central Region Christmas EventLocation: Nero’s Restaurant, Amesbury […]
