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Bring in the Experts - Wednesday 23th November - FMA Thematic Review on wholesale investing FMA review on wholesale investing and the use, confirmation, and acceptance, of eligible investor certificates The Financial Markets Authority (FMA) has found several conduct concerns in the wholesale property investment sector, and issued seven formal warnings. The FMA commenced a review of wholesale investments into property-related offers after noting an increase in complaints made and concerns raised about how such wholesale offers were being promoted,…Find out more »
Financial Advice New Zealand Central Region Christmas lunch You are set to enjoy the company of your Financial Advice New Zealand colleagues for a well received Christmas lunch at Nero's Restaurant. The three-course meal will be accompanied with wine to match the cuisine. We wish to extend a special thank you to Cigna for sponsoring this event along side Financial Advice NZ. This has allowed us to provide this event at a significantly discounted price. Location: Nero's Restaurant,…Find out more »
Bring in the Experts – Do you have a complaint to resolve and would you pay compensation to a client?
Bring in the Experts - Wednesday 30th November - Do you have a complaint to resolve and would you pay compensation to a client? This week we consider the decisions and process that you might go through when there is a complaint that you cannot resolve amicably and how to manage the outcome. While keeping in mind good client outcomes, we also have the ethical conversation with ourselves about what is the 'right thing' to do when you hit a…Find out more »
Financial Advice NZ and the Canterbury/Nelson Regional Leadership Team would like to invite you to save the date for our upcoming Christmas event. Come and connect before the holiday break and spread some good cheer. We will supply the nibbles, you supply the banter! It's a busy time of year, but we would love it if you could swing by and say hello. Location: Two Thumb Brewing, 380 Colombo Street, Sydenham Date: Thursday, 15th December 2022 Time: From…Find out more »
Bring in the experts - Wednesday 25 January, 10am - Economic Update by Cameron Bagrie Economist Cameron Bagrie will provide insight into how the economy is tracking and what we should be watching out for in the near future. What are the biggest influencers on the domestic and international economy? What is happening in the equity and property markets? Interest rates, inflation, immigration issues, unemployment and much more. Join us for this informative webinar so you impart the most up…Find out more »