Bring in the Experts: When Clients Claim
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandManaging a successful business is not just about managing effective relationships and communications with clients, but also understanding the risks associated with providing financial advice and making appropriate business decisions […]
Bring in the Experts: SUPER WEDNESDAY led by Risk MAC Achieving Higher Compliance: Three Common Shortcomings
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAt the 2024 Financial Advice NZ conference the FMA shared some insights from their past monitoring visits. The purpose was to help advisers understand some of the advice practice areas […]
Bring in the Experts: Helping your clients stay ahead of the curve amidst DTI and CCCFA changes
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThere is a lot of noise in the market about the proposed changes to Credits Contracts and Consumer Finance Act (CCCFA) and Debt to Income ratios (DTI’s).
But opportunities always appear in the midst of change.
Hamish Patel, Mortgage Adviser at Mortgagesonline and Chair of the Financial Advice NZ Lending MAC committee and John Bolton (JB) founder of Squirrel Mortgages will share their insights about the changes that are afoot and their views on how the market will respond.
They will discuss what it could mean for interest rates, bank appetite for lending and the impacts on client demand.
Then they will help you think about what you could do to help your clients stay ahead of the curve.
Bring in the Experts: Value-Focused Estate Planning
OnlineThis webinar will expand your understanding of estate planning beyond wills and trusts and discuss regulatory issues and how to avoid them. Speakers include Max Gunawan, Principal Director of Platinum […]
Nelson Town Hall Meeting
Nick Hakes is on a whistle-stop tour of the regions and visits Nelson on 23 May. He is eager to hear directly from our members and broader financial advice community on […]
Blenheim Town Hall Meeting
Nick Hakes is on a whistle-stop tour of the regions and visits Blenheim on 23 May. He is eager to hear directly from our members and broader financial advice community on […]
Hamilton town hall meeting
BNZ Partner Centre - Waikato-Tainui Boardroom Level 1, 354 Victoria Street, Hamilton, New ZealandNick Hakes is on a whistle-stop tour of the regions and visits Hamilton on 28 May. He is eager to hear directly from our members and broader financial advice community on […]
Bring in the Experts: Financial Services Complaints Handling – Research insights & practical tips
OnlineYour internal complaints process is an important way of ensuring you respond to customer concerns and demonstrate fair conduct. It's also an opportunity to engage with your customers to enhance […]
Invercargill Town Hall Meeting
We invite members and the broader financial advice community in Invercargill to come together with Nick Hakes to discuss opportunities and challenges in their practices today. Financial Advice New Zealand […]
Bring in the Experts: Post Budget Webinar – Economic and Consumer Impacts
OnlineJoin us for a Post-Budget Special webinar, featuring a leading economist discussing their perspectives of the National Budget’s impact on the economy and New Zealanders. Sumita Paul, Financial Planning and […]
