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April 2024
Bring in the Experts: SUPER WEDNESDAY led by Charlene Overell, MAC Committee Member : Key considerations when discussing investments with clients
Hosted by Charlene Overell MAC Committee, with guest speakers Apollo Lupescu PhD, Vice President, Dimensional Fund Advisors Santa Monica office and Tom Deacon, Senior Investment Analyst, Mint Asset Management NZ. Explore concepts and principles for effective communication with clients, the timing of investments, the impact of the US election on client thinking and the surrounding discourse, as well as navigating AI for both investment and technological innovation.If you register early, you will be sent an email with a link directly…
Find out more »Bring in the Experts: Raising Awareness of the Value of Financial Advice
Join Bronwyn Kirwan, Fidelity Life Chief Commercial Officer, and Mark Vincett, Insight Director from market researchers Sapien, to learn about Advice for good, Fidelity Life’s recently released research into New Zealanders’ attitudes towards financial advice. Advice for good provides important insights not just for advisers, but also for the wider industry and policymakers. It aims to drive conversations about raising awareness of the value of financial advice and, ultimately, increase New Zealanders’ financial and emotional wellbeing.Bronwyn Kirwan joined Fidelity Life…
Find out more »Bring in the Experts: How changes in the brightline test impact both buyers and sellers
Whether advising clients on property or investment, this webinar with Kate Chivers, Principal, TurnerHopkins will provide you with the latest information on the brightline test. Kate is a property law specialist and provides information about the reduction of the brightline test to two-years in July, and how it may affect buyers and sellers. Kate initially worked in law enforcement, starting at the Metropolitan Police in London where she worked as a front-line officer and detective within the Lewisham Borough. Following that,…
Find out more »Professional Ethics Workshop – Thursday, April 18th
Professional Ethics Workshop - Thursday, April 18th from 9am - 12pmThis workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice…
Find out more »Bring in the Experts: Business Success Unveiled
Our upcoming webinar, “Business Success Unveiled,” brings together a panel of accomplished financial advisers who have not only innovated in the business world but also transformed their own lives. Our Financial Advice New Zealand 2024 award winners will peel back the curtain and reveal the strategies that propelled them to success. From smart leaderships to effective client communications, they’ll share the golden nuggets that can elevate your financial game. These advisers aren’t just theory-bound, they’ve walked the talk. Get ready to hear…
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