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November 2023
Bring in the Experts: The business of merger and acquisitions
Presented 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 adviser environment, discussing the consideration and challenges the buyers or sellers are facing in today's market. Steve Prendeville, founder and director of Forte Asset Solutions Pty Ltd is a specialist in merger and acquisitions, having facilitated more than 150 financial planning business sales in Australia. This webinar details the Australian market, however…
Find out more »Bring in the Experts: Five things advisers should know about forestry investment
Presented 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 Entreprises Limited Board.Aotearoa New Zealand is a global exemplar of forestry. The sector is worth $6 billion in export value, and the government is ambitious for growth and added value. Forest Enterprises has been operating in the sector for over 50 years and although forestry may be considered a niche…
Find out more »Bring in the Experts: Insurance Premiums. What is happening in 2024 with Cara Jiao
Join 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 this session, you will gain valuable perspectives on current claims trends and future forecasts from a pricing actuary's perspective.Explore advanced pricing considerations and implications to future insurance claims costs and insurance affordability. Dive into a real-world case study to better understand the challenges and opportunities.Learn valuable tips and strategies for…
Find out more »Central Region Christmas Event
Financial 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 St Palmerston North (upstairs room)Date: Friday, 24th November 2023Time: From 12pmRSVP: Wednesday 22nd November 2023MenuEntreeBruschetta with curious croppers’ tomatoes, Clevedon buffalo mozzarella, basil & aged balsamic. Wine- ProseccoMainBeef fillet, dauphine potatoes, cafe de Paris butter, beetroot wafer & truffle jus, served MR. Wine - Mt Rosa Pinot noirDessertSalted milk chocolate parfait. Wine - Godfrey’s…
Find out more »Bring in the Experts: Hold on, 2024 is fast approaching. Sector insiders reflect on this year and next
Hosted by Heather Roy, Chair Financial Advice NZ and Presented by FMA Director Michael Hewes, SHARE CEO Craig Winterburn, Independent Director David Whyte. Join these four sector insiders as they share their insights and perspectives on how 2023 ended for the sector and what they expect in 2024.If you register early you will be sent an email with a link directly to the webinar.Free for Members | $50+gst for non-membersEarn 1.5 CPD hour - CPD certificates for members will be…
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