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May 2024

Nelson Town Hall Meeting

May 23 @ 10:00 am - 11:30 am NZST

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 your business opportunities and challenges. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality financial advice. We have a strong belief that financial advisers are best placed to solve industry problems as it is you who is…

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Blenheim Town Hall Meeting

May 23 @ 3:00 pm - 4:30 pm NZST

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 your business opportunities and challenges. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality financial advice. We have a strong belief that financial advisers are best placed to solve industry problems as it is you who is…

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Hamilton town hall meeting

May 28 @ 2:00 pm - 3:30 pm NZST
BNZ Partner Centre – Waikato-Tainui Boardroom, Level 1, 354 Victoria Street
Hamilton, New Zealand

Nick 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 your business opportunities and challenges. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality financial advice. We have a strong belief that financial advisers are best placed to solve industry problems as it is you who is…

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Bring in the Experts: Financial Services Complaints Handling – Research insights & practical tips

May 29 @ 10:00 am - 11:00 am NZST
Online

Your 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 customer satisfaction and loyalty.  Katie de Roo, Resolution Specialist at Empowered Complaints Management will share current research insights into financial services dispute resolution, including issues impacting consumer participation. Each insight will be followed by practical tips and suggestions to enhance your complaints process and complaints handling.  Katie is an experienced…

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Invercargill Town Hall Meeting

May 29 @ 2:00 pm - 3:30 pm NZST

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 provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality financial advice. We have a strong belief that financial advisers are best placed to solve industry problems as it is you who is closest to the client conversation. Join us and your…

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